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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
2051
Cascade Financial Partners
California
$661K -$18.1K -190 -3%
BPW
2052
Bingham Private Wealth
California
$660K +$37.1K +390 +6%
JFGIW
2053
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$660K +$14.3K +150 +2%
SCM
2054
Saxony Capital Management
Missouri
$659K +$9.51K +100 +1%
TCM
2055
TD Capital Management
Tennessee
$658K -$4.75K -50 -0.7%
CCAL
2056
City Center Advisors LLC
Michigan
$654K -$101K -1,060 -13%
BWA
2057
Blodgett Wealth Advisors
California
$653K +$61.8K +650 +10%
BOTPPF
2058
Board of the Pension Protection Fund
United Kingdom
$653K +$571K +6,000 +600%
GAMC
2059
Garner Asset Management Corp
Texas
$652K +$55.2K +580 +9%
ATFA
2060
All Terrain Financial Advisors
Minnesota
$651K – – –
WAS
2061
Wesleyan Assurance Society
United Kingdom
$650K +$951K +10,000 New
EL
2062
EWA LLC
Pennsylvania
$649K +$78K +820 +13%
QPBE
2063
Quintet Private Bank (Europe)
Luxembourg
$648K – – –
MWM
2064
MGB Wealth Management
Texas
$647K +$308K +3,240 +88%
CSIC
2065
Clifford Swan Investment Counsel
California
$647K -$93.2K -980 -12%
NHC
2066
Nicholas Hoffman & Company
Georgia
$645K – – –
PCM
2067
Park Capital Management
Wisconsin
$645K +$108K +1,140 +20%
RCA
2068
Ranch Capital Advisors
Florida
$644K +$389K +4,090 +145%
WRPWM
2069
Werba Rubin Papier Wealth Management
California
$643K -$28.5K -300 -4%
RFA
2070
Register Financial Advisors
Georgia
$641K – – –
JCM
2071
Jacobsen Capital Management
Utah
$641K +$14.3K +150 +2%
LI
2072
LifeWealth Investments
Florida
$641K +$200K +2,100 +44%
SI
2073
Severin Investments
Missouri
$640K -$104K -1,090 -14%
MW
2074
Maia Wealth
Colorado
$639K +$4.75K +50 +0.7%
AFG
2075
Allegheny Financial Group
Pennsylvania
$639K +$343K +3,610 +111%
81 82
83
84 85