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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1426
StrategIQ Financial Group
Indiana
$315K -$2.65K -80 -0.9%
PHIC
1427
Pine Haven Investment Counsel
Massachusetts
$312K – – –
CCM
1428
Carlson Capital Management
Minnesota
$311K +$2.65K +80 +0.9%
CA
1429
Claar Advisors
New York
$311K -$49.6K -1,500 -14%
AGA
1430
Accuvest Global Advisors
Utah
$309K -$428K -12,930 -59%
PIA
1431
Powell Investment Advisors
Florida
$308K – – –
FCB
1432
First Command Bank
Texas
$306K -$33.1K -1,000 -10%
FCFS
1433
First Command Financial Services
Texas
$306K -$33.1K -1,000 -10%
SW
1434
SkyOak Wealth
Michigan
$306K -$4.3K -130 -1%
HCM
1435
Howland Capital Management
Massachusetts
$306K -$49.3K -1,490 -14%
UAS
1436
United Asset Strategies
New York
$305K – – –
AF
1437
Advisornet Financial
Minnesota
$304K -$6.95K -210 -2%
ORI
1438
Oak Ridge Investments
Illinois
$303K -$3.31K -100 -1%
RBFC
1439
Roman Butler Fullerton & Co
Missouri
$303K +$24.2K +730 +8%
WWM
1440
WJ Wealth Management
Arizona
$302K -$290K -8,750 -50%
PTC
1441
Petrus Trust Company
Texas
$302K +$290K +8,750 New
ISL
1442
Ingalls & Snyder LLC
New York
$302K +$289K +8,740 New
NIM
1443
Northeast Investment Management
Massachusetts
$302K -$16.9K -510 -6%
CSIC
1444
Clifford Swan Investment Counsel
California
$302K -$3.97K -120 -1%
TPWA
1445
TRUE Private Wealth Advisors
Oregon
$302K -$993 -30 -0.3%
MFG
1446
MidWestOne Financial Group
Iowa
$301K -$122K -3,690 -30%
TWM
1447
Trevian Wealth Management
Massachusetts
$301K – – –
TFGT
1448
TS Financial Group (TSFG)
Illinois
$300K -$8.27K -250 -3%
OBWG
1449
Onyx Bridge Wealth Group
New York
$300K +$7.61K +230 +3%
MPWT
1450
MassMutual Private Wealth & Trust
Connecticut
$300K +$89.4K +2,700 +45%
56 57
58
59 60