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Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
5051
Stephens Investment Management Group
Texas
$947K +$42.1K +205 +5%
KP
5052
Kitching Partners
Pennsylvania
$945K -$323K -1,570 -25%
MIM
5053
Miller Investment Management
Pennsylvania
$944K +$344K +1,673 +55%
SIAS
5054
Summit Investment Advisory Services
Minnesota
$943K +$533K +2,593 +122%
CA
5055
Chatterton & Associates
California
$942K +$29.4K +143 +3%
LIWM
5056
Long Island Wealth Management
New York
$941K -$21.6K -105 -2%
BP
5057
BWM Planning
Texas
$940K +$294K +1,432 +44%
MLRA
5058
Main Line Retirement Advisors
Montana
$940K – – –
SFC
5059
Swisher Financial Concepts
Ohio
$937K -$551K -2,681 -36%
SG
5060
Stanich Group
New York
$936K +$32.7K +159 +4%
WC
5061
Wexford Capital
Florida
$934K -$1.73M -8,393 -64%
TFP
5062
Tilia Fiduciary Partners
North Carolina
$930K -$7.61K -37 -0.8%
FD
5063
Financial Designs
California
$930K +$23K +112 +2%
RA
5064
Resolute Advisors
California
$929K -$1.74M -8,480 -65%
PPWM
5065
PFG Private Wealth Management
Florida
$929K -$87.6K -426 -8%
OBGC
5066
O'Brien Greene & Co
Pennsylvania
$927K +$1.03K +5 +0.1%
FPTW
5067
Franklin, Parlapiano, Turner & Welch
Texas
$925K – – –
KCM
5068
Key Capital Management
Tennessee
$920K +$26.7K +130 +3%
MPCA
5069
Madison Park Capital Advisors
Washington
$919K +$1.6M +7,767 +169%
BCM
5070
Birch Capital Management
Texas
$918K -$391K -1,900 -29%
CFM
5071
Cornerstone Financial Management
Massachusetts
$918K +$290K +1,409 +44%
HWMG
5072
Hurlow Wealth Management Group
Indiana
$917K +$118K +572 +14%
HFAS
5073
Hummer Financial Advisory Services
Illinois
$916K – – –
AWM
5074
Apex Wealth Management
New Hampshire
$913K +$20.6K +100 +2%
WN
5075
Williams & Novak
California
$908K +$219K +1,063 +31%
201 202
203
204 205