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Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
2451
Summit Wealth & Retirement Planning
California
$786K +$834K +2,316 New
RB
2452
Renasant Bank
Mississippi
$784K -$89.7K -249 -10%
JWM
2453
Janiczek Wealth Management
Colorado
$784K +$147K +407 +21%
SDWMA
2454
Schneider Downs Wealth Management Advisors
Pennsylvania
$783K +$35.7K +99 +4%
P
2455
&Partners
Tennessee
$782K – – –
MSA
2456
Marino Stram & Associates
Massachusetts
$778K -$12.3M -34,285 -94%
HWM
2457
Howard Wealth Management
Connecticut
$777K -$14.8K -41 -2%
EWM
2458
Endurance Wealth Management
Rhode Island
$775K – – –
CC
2459
Cadinha & Co
Hawaii
$771K – – –
SCA
2460
Stillwater Capital Advisors
Pennsylvania
$771K – – –
TIA
2461
Traphagen Investment Advisors
New Jersey
$770K +$6.48K +18 +0.8%
HJMC
2462
Hellman Jordan Management Company
Massachusetts
$770K -$238K -662 -23%
AI
2463
AXS Investments
New York
$768K -$12.9M -35,688 -94%
ACP
2464
Arcus Capital Partners
Georgia
$768K -$652K -1,811 -44%
LC
2465
Lavaca Capital
Texas
$767K -$72K -200 -8%
EMFAT
2466
Emerald Mutual Fund Advisers Trust
Pennsylvania
$761K -$115K -320 -12%
TAM
2467
Taurus Asset Management
New York
$760K – – –
ICG
2468
InterOcean Capital Group
Tennessee
$759K -$122K -340 -13%
WWM
2469
Windsor Wealth Management
Indiana
$757K +$47.5K +132 +6%
LMAM
2470
Legg Mason Asset Management
Japan
$753K -$66.3K -184 -8%
OIM
2471
Oder Investment Management
California
$753K -$5.76K -16 -0.7%
LPIC
2472
LeJeune Puetz Investment Counsel
Michigan
$753K – – –
OCG
2473
Opus Capital Group
Ohio
$750K – – –
AWA
2474
Alta Wealth Advisors
Massachusetts
$750K +$46.8K +130 +6%
MIG
2475
McGuire Investment Group
Rhode Island
$750K +$53.3K +148 +7%
97 98
99
100 101