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Name Holding Trade Value Shares
Change 		Change in
Stake
NHT
1901
New Hampshire Trust
New Hampshire
$5.04M -$874K -1,354 -13%
SFGP
1902
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$5.04M +$286K +444 +5%
TPI
1903
Trust Point Inc
Wisconsin
$5.04M -$2.26M -3,503 -29%
MFG
1904
MidWestOne Financial Group
Iowa
$5.01M -$328K -508 -6%
PA
1905
Paragon Advisors
Texas
$5.01M +$585K +907 +12%
CFP
1906
Comprehensive Financial Planning
Pennsylvania
$5.01M +$277K +430 +5%
SWM
1907
StoneCrest Wealth Management
Arizona
$5.01M -$65.2K -101 -1%
SIA
1908
Schear Investment Advisers
Ohio
$4.99M +$248K +385 +5%
ICM
1909
IMS Capital Management
Oregon
$4.98M +$3.23K +5 +0.1%
LI
1910
Louisbourg Investments
New Brunswick, Canada
$4.96M -$100K -155 -1%
IA
1911
Icon Advisers
Colorado
$4.96M – – –
AAP
1912
Arax Advisory Partners
Colorado
$4.95M +$434K +673 +9%
DW30
1913
Drucker Wealth 3.0
New Jersey
$4.95M -$581K -901 -9%
FG
1914
Foster Group
Iowa
$4.94M +$426K +661 +8%
CFM
1915
Capricorn Fund Managers
United Kingdom
$4.94M -$2.86M -4,431 -34%
AFS
1916
Aft Forsyth & Sober
Florida
$4.93M +$1.19M +1,850 +28%
CPA
1917
Capital Performance Advisors
California
$4.92M +$1.98M +3,075 +56%
RCA
1918
Roberts Capital Advisors
Colorado
$4.92M – – –
MWM
1919
Modern Wealth Management
Kansas
$4.92M +$1.29M +2,004 +31%
CCM
1920
Conway Capital Management
California
$4.91M +$1.07M +1,665 +24%
EM
1921
Excalibur Management
Massachusetts
$4.91M -$224K -347 -4%
SC
1922
Skylands Capital
Wisconsin
$4.9M -$1.61M -2,490 -23%
SFA
1923
Souders Financial Advisors
Ohio
$4.88M +$455K +706 +9%
BLC
1924
Brown, Lisle/Cummings
Rhode Island
$4.87M +$410K +635 +8%
AA
1925
Advisory Alpha
Michigan
$4.86M +$978K +1,516 +22%
75 76
77
78 79