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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1751
Windsor Wealth Management
Indiana
$367K +$9.03K +87 +2%
P
1752
&Partners
Tennessee
$367K +$10.7K +103 +3%
CHA
1753
Cooper/Haims Advisors
New York
$366K – – –
IA
1754
IFG Advisors
Missouri
$366K +$9.34K +90 +3%
ATWA
1755
Arbor Trust Wealth Advisors
Michigan
$365K +$15.6K +150 +4%
JSL
1756
JT Stratford LLC
Georgia
$365K +$26.5K +255 +7%
EW
1757
Enzi Wealth
Texas
$365K +$1.04K +10 +0.3%
CNBT
1758
Canandaigua National Bank & Trust
New York
$365K +$9.65K +93 +3%
ATC
1759
Adirondack Trust Company
New York
$364K -$7.68K -74 -2%
IIM
1760
Ipswich Investment Management
Massachusetts
$363K -$4.67K -45 -1%
AG
1761
Advocate Group
Minnesota
$363K -$103K -992 -21%
AFM
1762
Abbot Financial Management
Massachusetts
$362K – – –
SWA
1763
SOA Wealth Advisors
New York
$362K +$727 +7 +0.2%
ML
1764
McAdam LLC
Pennsylvania
$360K +$41.8K +403 +12%
CWM
1765
Connecticut Wealth Management
Connecticut
$360K +$3.53K +34 +0.9%
GSC
1766
Grey Street Capital
Illinois
$358K +$141K +1,362 +60%
CL
1767
CIM LLC
New York
$358K – – –
LSIA
1768
LaSalle St. Investment Advisors
Illinois
$358K +$1.66K +16 +0.4%
OFG
1769
OmniStar Financial Group
North Carolina
$357K +$374K +3,606 New
D
1770
Diversified
Delaware
$357K -$13.8K -133 -4%
WPP
1771
Whalerock Point Partners
Rhode Island
$354K +$14.2K +137 +4%
WFMPM
1772
Woodley Farra Manion Portfolio Management
Indiana
$354K +$31.1K +300 +9%
SF
1773
Symphony Financial
Texas
$352K -$56.3K -542 -13%
BCP
1774
Blue Chip Partners
Michigan
$352K -$9.96K -96 -3%
NFSG
1775
Newbridge Financial Services Group
Florida
$352K +$143K +1,382 +64%
69 70
71
72 73