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Name Holding Trade Value Shares
Change 		Change in
Stake
HR
1951
Howe & Rusling
New York
$474K +$64.9K +970 +17%
BIA
1952
Benchmark Investment Advisors
Illinois
$474K -$29.4K -440 -6%
S
1953
Sunpointe
Missouri
$473K -$28.1K -420 -6%
SA
1954
SFI Advisors
New Jersey
$471K – – –
OA
1955
Oxbow Advisors
Texas
$470K +$45.5K +680 +11%
BG
1956
Bahl & Gaynor
Ohio
$470K -$6.69K -100 -1%
9WM
1957
9258 Wealth Management
Ohio
$468K +$669 +10 +0.2%
OWP
1958
Obermeyer Wealth Partners
Colorado
$467K +$24.1K +360 +6%
HIIFS
1959
Harel Insurance Investments & Financial Services
Israel
$466K -$44.1K -660 -9%
RGC
1960
Roberts, Glore & Co
Illinois
$465K -$16.7K -250 -4%
TAM
1961
Townsend Asset Management
North Carolina
$465K – – –
IAG
1962
Investmark Advisory Group
Connecticut
$463K +$33.4K +500 +8%
BC
1963
Belmont Capital
California
$461K -$50.2K -750 -10%
VCAM
1964
Van Cleef Asset Management
Ohio
$461K +$435K +6,500 New
BL
1965
Balentine LLC
Georgia
$459K -$58.9K -880 -12%
AWM
1966
Aspire Wealth Management
Massachusetts
$457K – – –
IWS
1967
Insight Wealth Strategies
California
$457K – – –
FSA
1968
Fort Sheridan Advisors
Illinois
$455K +$66.9K +1,000 +18%
GAMC
1969
Garner Asset Management Corp
Texas
$455K – – –
NCM
1970
Northside Capital Management
Oregon
$454K – – –
FDCP
1971
Foster Dykema Cabot & Partners
Massachusetts
$454K +$66.9K +1,000 +19%
SXL
1972
Summit X LLC
Missouri
$454K -$48.2K -720 -10%
ACP
1973
Aveo Capital Partners
Colorado
$453K +$36.8K +550 +9%
MA
1974
MJP Associates
Connecticut
$450K -$38.8K -580 -8%
FWP
1975
Falcon Wealth Planning
California
$450K +$7.36K +110 +2%
77 78
79
80 81