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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1601
Canal Capital Management
Virginia
$940K +$6.96K +440 +0.6%
CCM
1602
Cribstone Capital Management
Maine
$937K +$13K +820 +1%
GPFA
1603
Game Plan Financial Advisors
Ohio
$932K -$69.6K -4,400 -5%
ARMT
1604
Amica Retiree Medical Trust
Rhode Island
$931K -$38.1K -2,410 -3%
ECA
1605
Elevated Capital Advisors
Utah
$931K +$1.21M +76,710 New
FNFDCM
1606
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$929K +$83.9K +5,310 +7%
SIAP
1607
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$926K +$497K +31,430 +70%
PL
1608
Plancorp LLC
Missouri
$925K -$16K -1,010 -1%
SBWIC
1609
Schaper Benz & Wise Investment Counsel
Wisconsin
$925K – – –
SAS
1610
Sanford Advisory Services
Michigan
$919K +$159K +10,040 +15%
BWP
1611
BSW Wealth Partners
Colorado
$917K -$46.6K -2,950 -4%
NFG
1612
Nadler Financial Group
Illinois
$916K -$12.8K -810 -1%
RW
1613
RVW Wealth
California
$916K +$669K +42,340 +128%
PPP
1614
Private Portfolio Partners
New Jersey
$915K +$41.1K +2,600 +4%
PWAG
1615
Polaris Wealth Advisory Group
California
$914K -$1.6M -101,440 -56%
CCA
1616
Childress Capital Advisors
Texas
$912K -$147K -9,280 -11%
OPW
1617
Oxler Private Wealth
New York
$911K +$159K +10,040 +15%
CSA
1618
Cottage Street Advisors
Massachusetts
$909K -$67.3K -4,260 -5%
FWM
1619
Foresight Wealth Management
Utah
$909K +$135K +8,510 +13%
RPCONE
1620
Retirement Planning Company of New England
Rhode Island
$908K +$90K +5,690 +8%
OPA
1621
Old Port Advisors
Maine
$906K +$4.27K +270 +0.4%
PG
1622
Proffitt & Goodson
Tennessee
$905K -$59.3K -3,750 -5%
MPM
1623
Meritage Portfolio Management
Kansas
$905K +$117K +7,400 +11%
IDBONY
1624
Israel Discount Bank of New York
New York
$905K +$217K +13,750 +23%
HL
1625
HeadInvest LLC
Maine
$904K +$89.8K +5,680 +8%
63 64
65
66 67