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Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
1101
Summit X LLC
Missouri
$914K +$2.75K +50 +0.3%
SBWIC
1102
Schaper Benz & Wise Investment Counsel
Wisconsin
$912K +$56.1K +1,020 +7%
BS
1103
Boenning & Scattergood
Pennsylvania
$911K +$2.75K +50 +0.3%
CIA
1104
Capital Investment Advisors
Georgia
$910K -$120K -2,180 -13%
BWA
1105
BDO Wealth Advisors
Florida
$909K -$13.8K -250 -2%
GRP
1106
Global Retirement Partners
California
$907K +$52.3K +950 +7%
MFG
1107
MidWestOne Financial Group
Iowa
$904K -$1.1K -20 -0.1%
RIG
1108
Roosevelt Investment Group
New York
$903K – – –
PCP
1109
Proficio Capital Partners
Massachusetts
$903K +$23.7K +430 +3%
FWM
1110
Foresight Wealth Management
Utah
$900K -$345K -6,270 -30%
TPWA
1111
TRUE Private Wealth Advisors
Oregon
$900K -$25.9K -470 -3%
NL
1112
Navalign LLC
California
$897K +$809K +14,700 New
BFS
1113
Bradley Foster & Sargent
Connecticut
$896K +$85.8K +1,560 +12%
MIC
1114
Means Investment Company
Maine
$895K +$13.8K +250 +2%
DA
1115
DSC Advisors
Illinois
$895K +$90.8K +1,650 +13%
BFS
1116
Bickling Financial Services
Massachusetts
$893K – – –
CT
1117
Columbia Trust
Oregon
$893K +$14.9K +270 +2%
FA
1118
Fagan Associates
New York
$888K – – –
HIMC
1119
Heritage Investors Management Corp
Maryland
$886K -$4.4K -80 -0.5%
OPW
1120
Oxler Private Wealth
New York
$884K – – –
LWP
1121
Lumature Wealth Partners
Georgia
$883K +$77K +1,400 +11%
VA
1122
Valmark Advisers
Ohio
$880K +$45.1K +820 +6%
SLWS
1123
Swaine & Leidel Wealth Services
Florida
$879K +$793K +14,410 New
RWB
1124
RMR Wealth Builders
New Jersey
$875K +$111K +2,020 +16%
TIAM2
1125
Tru Independence Asset Management 2
Oregon
$873K +$788K +14,310 New
43 44
45
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