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Name Holding Trade Value Shares
Change 		Change in
Stake
MPCL
1051
My Personal CFO LLC
Washington
$1.54M +$440K +4,325 +36%
MSK
1052
Melissa S. Kampmann
$1.53M +$130K +1,280 +9%
LNB
1053
Ledyard National Bank
$1.53M -$85.9K -844 -5%
SFS
1054
Stiles Financial Services
Minnesota
$1.53M -$32.7K -321 -2%
PFS
1055
Physicians Financial Services
North Carolina
$1.52M +$10.2K +100 +0.6%
SFS
1056
Sowell Financial Services
Arkansas
$1.52M +$285K +2,798 +21%
RFA
1057
ROI Financial Advisors
Oregon
$1.51M -$89.4K -879 -5%
NED
1058
Nancy E. Dempze
$1.51M -$24.4K -240 -1%
MMPW
1059
Mitchell McLeod Pugh & Williams
Alabama
$1.5M -$30K -295 -2%
MCCP
1060
Mission Creek Capital Partners
California
$1.5M -$307K -3,022 -16%
MAS
1061
Meeder Advisory Services
Ohio
$1.5M -$50.1K -493 -3%
HCA
1062
Harbor Capital Advisors
Illinois
$1.5M -$384K -3,774 -19%
NPP
1063
New Potomac Partners
Maryland
$1.5M -$12.7K -125 -0.8%
LT
1064
Lindsell Train
United Kingdom
$1.5M – – –
V
1065
VeraBank
Texas
$1.49M -$10.2K -100 -0.6%
VBCG
1066
Valley Brook Capital Group
Pennsylvania
$1.48M +$15.4K +151 +1%
ICG
1067
InterOcean Capital Group
Tennessee
$1.48M +$479K +4,711 +43%
BC
1068
Broadwater Capital
Massachusetts
$1.48M – – –
EHWM
1069
Eads & Heald Wealth Management
Georgia
$1.48M -$66K -649 -4%
MBTD
1070
Mechanics Bank - Trust Department
California
$1.48M +$62.7K +616 +4%
GRP
1071
Global Retirement Partners
California
$1.47M +$8.04K +79 +0.5%
DJSG
1072
D.J. St. Germain
Massachusetts
$1.47M -$20.8K -204 -1%
LA
1073
LBP AM
France
$1.47M -$123K -1,213 -7%
AGP
1074
Autumn Glory Partners
Texas
$1.46M – – –
CW
1075
Channel Wealth
California
$1.46M +$149K +1,462 +10%
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