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Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
2701
New England Research & Management
Illinois
$4.11M +$557K +2,110 +14%
RCIM
2702
Red Cedar Investment Management
Michigan
$4.09M – – –
SRSA
2703
S.R. Schill & Associates
Washington
$4.09M +$44.1K +167 +1%
EWM
2704
Evermay Wealth Management
Virginia
$4.08M +$37.5K +142 +0.8%
BLC
2705
Brown, Lisle/Cummings
Rhode Island
$4.08M -$3.96K -15 -0.1%
FC
2706
Fusion Capital
South Carolina
$4.08M +$204K +774 +5%
QFA
2707
Quattro Financial Advisors
Texas
$4.08M – – –
AIA
2708
Alera Investment Advisors
Illinois
$4.07M -$70.2K -266 -1%
SW
2709
StrongBox Wealth
Missouri
$4.07M +$98K +371 +2%
OPWM
2710
Oxinas Partners Wealth Management
Indiana
$4.07M -$17.7K -67 -0.4%
KWA
2711
KCS Wealth Advisory
California
$4.06M – – –
FC
2712
Financial Consulate
Maryland
$4.06M +$156K +590 +4%
WCM
2713
Wunderlich Capital Managemnt
Tennessee
$4.04M +$84.5K +320 +2%
PWA
2714
Phoenix Wealth Advisors
North Carolina
$4.03M +$8.71K +33 +0.2%
SFG
2715
StrategIQ Financial Group
Indiana
$4.03M +$47.5K +180 +1%
FWA
2716
FSM Wealth Advisors
Ohio
$4.02M +$913K +3,458 +25%
NAS
2717
Nicolet Advisory Services
Wisconsin
$4.02M +$307K +1,163 +7%
FFC
2718
First Financial Corp
Indiana
$4.02M +$40.7K +154 +0.9%
CIP
2719
Capital Insight Partners
Arizona
$4.01M +$161K +608 +4%
WAAG
2720
Wealth Alliance Advisory Group
Kansas
$4M +$72.1K +273 +2%
TCM
2721
Tradewinds Capital Management
Washington
$3.99M +$652K +2,471 +17%
BCM
2722
Brooktree Capital Management
Michigan
$3.99M -$111K -420 -2%
AGP
2723
Autumn Glory Partners
Texas
$3.99M +$1.39M +5,251 +44%
HAC
2724
Harbor Advisory Corp
New Hampshire
$3.98M -$158K -597 -3%
IIC
2725
Integrated Investment Consultants
Michigan
$3.97M -$158K -597 -3%
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