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Name Holding Trade Value Shares
Change 		Change in
Stake
PMWMG
3101
Parr McKnight Wealth Management Group
Minnesota
$5.49M -$70K -376 -1%
WG
3102
Wealth Group
North Carolina
$5.49M +$5.48M +29,451 New
FCT
3103
Family Capital Trust
Massachusetts
$5.49M +$44.1K +237 +0.8%
CPL
3104
CAP Partners LLC
Tennessee
$5.48M -$408K -2,193 -7%
4WM
3105
4J Wealth Management
Virginia
$5.48M -$10.1K -54 -0.2%
VBCG
3106
Valley Brook Capital Group
Pennsylvania
$5.47M +$22K +118 +0.4%
BFIM
3107
Beese Fulmer Investment Management
Ohio
$5.46M +$70.5K +379 +1%
CA
3108
Cresta Advisors
Texas
$5.44M -$3.35K -18 -0.1%
CAGAS
3109
Capital Advisory Group Advisory Services
Minnesota
$5.43M +$34.4K +185 +0.6%
1IA
3110
1834 Investment Advisors
Wisconsin
$5.43M -$293K -1,576 -5%
LWAM
3111
Legacy Wealth Asset Management
Minnesota
$5.42M +$111K +595 +2%
MFWP
3112
Mosaic Family Wealth Partners
Missouri
$5.42M +$86.9K +467 +2%
AMM
3113
American Money Management
California
$5.41M +$262K +1,410 +5%
PHAM
3114
Palisades Hudson Asset Management
Florida
$5.41M – – –
SP
3115
Stablepoint Partners
Massachusetts
$5.41M -$146K -785 -3%
WF
3116
WinCap Financial
Massachusetts
$5.4M -$660K -3,547 -11%
KCIC
3117
Kuhn & Co Investment Counsel
Illinois
$5.4M -$58.3K -313 -1%
LNB
3118
Ledyard National Bank
$5.4M +$243K +1,303 +5%
SL
3119
StoryOne LLC
Kansas
$5.39M – – –
FUBT
3120
First United Bank & Trust
Maryland
$5.39M -$189K -1,014 -3%
IC
3121
IKE Capital
New York
$5.38M +$5.37M +28,865 New
EWA
3122
Exit Wealth Advisors
Georgia
$5.38M +$483K +2,596 +10%
IIM
3123
InTrack Investment Management
Vermont
$5.38M +$273K +1,468 +5%
ECM
3124
EMC Capital Management
Texas
$5.38M +$1.88M +10,100 +53%
SCM
3125
Spreng Capital Management
Ohio
$5.37M -$289K -1,555 -5%
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