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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
3151
McGlone Suttner Wealth Management
Wisconsin
$5.96M -$308K -720 -5%
IF
3152
Ironwood Financial
Arizona
$5.96M +$513K +1,200 +9%
ACP
3153
Aveo Capital Partners
Colorado
$5.94M -$1.7M -3,979 -22%
ZP
3154
Zimmer Partners
New York
$5.94M +$1.07M +2,500 +22%
WCA
3155
Waypoint Capital Advisors
Minnesota
$5.93M +$245K +573 +4%
SDH
3156
Sloy Dahl & Holst
Washington
$5.93M +$294K +687 +5%
GP
3157
Greenline Partners
New York
$5.92M – – –
SIC
3158
Shoker Investment Counsel
Ohio
$5.92M -$115K -269 -2%
LF
3159
LifeSteps Financial
California
$5.91M +$51.3K +120 +0.9%
MFP
3160
Meridian Financial Partners
Virginia
$5.9M +$141K +331 +2%
CRCM
3161
Crystal Rock Capital Management
Illinois
$5.9M +$472K +1,105 +9%
LIG
3162
Lokken Investment Group
Delaware
$5.88M +$185K +432 +3%
RSC
3163
Red Spruce Capital
Pennsylvania
$5.88M -$212K -497 -4%
GWM
3164
Gibbs Wealth Management
Georgia
$5.87M -$37.2K -87 -0.6%
SMH
3165
Sanders Morris Harris
Texas
$5.87M +$40.6K +95 +0.7%
PF
3166
Prosperitas Financial
California
$5.87M +$1.16M +2,714 +25%
KSB
3167
Kennebec Savings Bank
Maine
$5.87M +$5.83M +13,633 New
GWA
3168
GGM Wealth Advisors
Maryland
$5.87M -$1.28K -3 -0%
MHWM
3169
Montz Harcus Wealth Management
Louisiana
$5.86M +$56.9K +133 +1%
RI
3170
Redwood Investments
Massachusetts
$5.86M -$321K -751 -5%
TIA
3171
Traphagen Investment Advisors
New Jersey
$5.86M +$203K +476 +4%
TWM
3172
Trueblood Wealth Management
Ohio
$5.86M -$87.2K -204 -1%
EBA
3173
Eagle Bay Advisors
New York
$5.86M -$16.2K -38 -0.3%
FIM
3174
Fernwood Investment Management
Massachusetts
$5.84M -$422K -987 -7%
VCM
3175
Viewpoint Capital Management
Washington
$5.84M +$855 +2 +0%
125 126
127
128 129