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Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
2051
Floyd Financial Group
Missouri
$602K +$592K +7,190 New
CIA
2052
Cladis Investment Advisory
Montana
$602K – – –
EIP
2053
Epoch Investment Partners
New York
$600K +$106K +1,290 +24%
GD
2054
Grandfield & Dodd
New York
$599K -$32.9K -400 -6%
CWP
2055
Capital Wealth Planning
Florida
$599K -$367K -4,460 -40%
JCM
2056
Jacobsen Capital Management
Utah
$599K – – –
SIA
2057
Strategic Investment Advisors
Michigan
$598K -$161K -1,960 -23%
BPW
2058
Bingham Private Wealth
California
$596K +$551K +6,690 New
S
2059
Sunpointe
Missouri
$596K +$1.65K +20 +0.3%
CNBTD
2060
Citizens National Bank Trust Department
Mississippi
$595K -$24.7K -300 -4%
WDG
2061
Wealth Dimensions Group
Ohio
$595K +$40.3K +490 +8%
BG
2062
Bahl & Gaynor
Ohio
$593K +$2.47K +30 +0.5%
SA
2063
SFI Advisors
New Jersey
$592K – – –
VCM
2064
Versant Capital Management
Arizona
$592K +$161K +1,960 +42%
CSPIA
2065
Cary Street Partners Investment Advisory
Virginia
$591K -$1.75M -21,250 -76%
HR
2066
Howe & Rusling
New York
$590K -$4.94K -60 -0.9%
FWA
2067
Flagship Wealth Advisors
Massachusetts
$588K +$543K +6,600 New
PA
2068
PFG Advisors
Arizona
$586K -$42K -510 -7%
LIM
2069
Leavell Investment Management
Alabama
$586K +$29.6K +360 +6%
OCM
2070
Objective Capital Management
Ohio
$585K -$62.6K -760 -10%
IWS
2071
Insight Wealth Strategies
California
$585K +$9.88K +120 +2%
TAM
2072
Townsend Asset Management
North Carolina
$584K – – –
LSA
2073
Lion Street Advisors
Texas
$584K -$37K -450 -6%
GWM
2074
Greenwich Wealth Management
Connecticut
$583K +$45.3K +550 +9%
FAN
2075
Financial Advisors Network
California
$583K +$538K +6,540 New
81 82
83
84 85