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Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
3426
Hobart Private Capital
North Carolina
$546K +$203K +395 +71%
VWM
3427
Vigilare Wealth Management
Arizona
$545K -$154K -300 -24%
EIA
3428
Eldridge Investment Advisors
New Hampshire
$545K – – –
JA
3429
JVL Associates
Michigan
$544K +$87K +169 +22%
MBI
3430
May Barnhard Investments
Maryland
$544K -$21.6K -42 -4%
BWA
3431
Blodgett Wealth Advisors
California
$544K +$3.6K +7 +0.7%
GWAG
3432
Garrett Wealth Advisory Group
Texas
$544K +$265K +515 +118%
TAM
3433
Trillium Asset Management
Massachusetts
$543K -$10.3K -20 -2%
PCM
3434
Princeton Capital Management
New Jersey
$543K +$82.3K +160 +20%
IIM
3435
Ipswich Investment Management
Massachusetts
$542K – – –
CWM
3436
Centric Wealth Management
Illinois
$541K -$2.06K -4 -0.4%
NRW
3437
Nova R Wealth
Kansas
$541K -$9.78K -19 -2%
4WM
3438
49 Wealth Management
Texas
$539K +$102K +199 +27%
MWM
3439
Mattern Wealth Management
Kansas
$539K +$5.14K +10 +1%
BFS
3440
Baskin Financial Services
Ontario, Canada
$538K +$95.2K +185 +25%
FBFS
3441
First Business Financial Services
Wisconsin
$537K -$40.1K -78 -8%
CBTWT
3442
Community Bank & Trust (Waco, Texas)
Texas
$536K – – –
MF
3443
Montis Financial
Massachusetts
$534K +$119K +231 +33%
DP
3444
Dearborn Partners
Illinois
$534K – – –
RIG
3445
RiverFront Investment Group
Virginia
$534K +$243K +472 +102%
MMHP
3446
Murphy Middleton Hinkle & Parker
Georgia
$534K +$19K +37 +4%
HWA
3447
Heartwood Wealth Advisors
Virginia
$532K -$102K -198 -18%
CFA
3448
CWS Financial Advisors
Michigan
$532K – – –
LF
3449
LifeSteps Financial
California
$532K +$15.4K +30 +3%
GB
3450
Goepper Burkhardt
South Carolina
$530K – – –
136 137
138
139 140