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Name Holding Trade Value Shares
Change 		Change in
Stake
MLFP
1876
MPS Loria Financial Planners
Illinois
$247K – – –
TSWM
1877
Triangle Securities Wealth Management
North Carolina
$246K +$240K +1,441 New
ACM
1878
Alethea Capital Management
Washington
$244K -$8.34K -50 -3%
HL
1879
HeadInvest LLC
Maine
$243K +$2.17K +13 +1%
BWP
1880
BSW Wealth Partners
Colorado
$242K +$236K +1,414 New
GBBWRPM
1881
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$240K +$15.5K +93 +7%
WIC
1882
Whitegate Investment Counselors
New Hampshire
$239K +$7.51K +45 +3%
BCP
1883
Berkeley Capital Partners
Georgia
$239K +$234K +1,401 New
FMP
1884
Financial Management Professionals
Texas
$238K -$10.8K -65 -4%
ST
1885
Spinnaker Trust
Maine
$238K – – –
TIM
1886
Total Investment Management
Arizona
$237K -$125K -747 -35%
HWM
1887
Highwater Wealth Management
Colorado
$235K -$16.5K -99 -7%
MFBTD
1888
MB Financial Bank - Trust Department
Illinois
$233K -$8.34K -50 -4%
WDL
1889
Well Done LLC
Michigan
$232K +$227K +1,359 New
RWG
1890
Regal Wealth Group
California
$231K +$26.4K +158 +13%
OWP
1891
Obermeyer Wealth Partners
Colorado
$228K – – –
VAM
1892
Visionary Asset Management
Texas
$227K +$1K +6 +0.5%
SFS
1893
Summit Financial Strategies
Ohio
$227K +$221K +1,326 New
SCM
1894
Stonebridge Capital Management
California
$226K – – –
SHJ
1895
Sharkey, Howes & Javer
Colorado
$226K +$114K +684 +108%
VFP
1896
Verus Financial Partners
Virginia
$224K +$218K +1,309 New
NCM
1897
Neumann Capital Management
California
$224K +$219K +1,310 New
IF
1898
IRON Financial
Illinois
$223K -$8.34K -50 -4%
EIC
1899
Equity Investment Corp
Georgia
$223K +$218K +1,305 New
FFW
1900
Fusion Family Wealth
New York
$222K -$398K -2,387 -65%
74 75
76
77 78