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Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1451
Walter & Keenan Wealth Management
Indiana
$569K +$686 +8 +0.1%
PAM
1452
Palisade Asset Management
Minnesota
$568K -$210K -2,447 -30%
GIA
1453
GHP Investment Advisors
Colorado
$567K -$26.6K -310 -5%
CAM
1454
Chesapeake Asset Management
New York
$567K +$2.57K +30 +0.5%
KSB
1455
Kennebec Savings Bank
Maine
$567K +$499K +5,811 New
BOH
1456
Bank of Hawaii
Hawaii
$565K -$242K -2,819 -33%
NS
1457
NBC Securities
Alabama
$561K -$60.9K -710 -11%
JCFM
1458
JBR Co Financial Management
Oklahoma
$560K -$21K -245 -4%
SWM
1459
Sculati Wealth Management
Michigan
$560K -$274K -3,199 -36%
SPWM
1460
Schrum Private Wealth Management
Florida
$559K +$246K +2,869 +100%
GKWIM
1461
Gerber Kawasaki Wealth & Investment Management
California
$559K -$127K -1,478 -20%
FAFN
1462
First Affirmative Financial Network
Colorado
$556K -$14.3K -167 -3%
DSC
1463
Duncker Streett & Co
Missouri
$555K -$262K -3,051 -35%
BEAM
1464
Baker Ellis Asset Management
Washington
$555K – – –
CWM
1465
Cornerstone Wealth Management
Missouri
$553K +$21.6K +252 +5%
DM
1466
Deerfield Management
New York
$552K +$486K +5,665 New
PF
1467
Parker Financial
Washington
$551K -$65K -758 -12%
BWM
1468
Brophy Wealth Management
New Hampshire
$549K +$483K +5,635 New
MCCP
1469
Mission Creek Capital Partners
California
$549K -$76.7K -894 -14%
MCM
1470
Mendel Capital Management
Arkansas
$548K +$28K +326 +6%
SPL
1471
Smart Portfolios LLC
Washington
$545K +$25.4K +296 +6%
TCWA
1472
Turtle Creek Wealth Advisors
Texas
$545K +$30K +350 +7%
RPCONE
1473
Retirement Planning Company of New England
Rhode Island
$542K -$182K -2,126 -28%
PWPS
1474
Pinnacle Wealth Planning Services
Ohio
$541K +$70.4K +821 +17%
CFP
1475
Catalyst Financial Partners
Massachusetts
$541K -$19K -222 -4%
57 58
59
60 61