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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1926
Dover Advisors
Virginia
$295K +$300K +3,225 New
AT
1927
Avalon Trust
New Mexico
$294K – – –
CWS
1928
Confluence Wealth Services
Pennsylvania
$294K +$84.1K +904 +39%
RW
1929
REDW Wealth
New Mexico
$294K +$27.5K +296 +10%
PA
1930
PFG Advisors
Arizona
$294K +$89.9K +966 +43%
MM
1931
MQS Management
New York
$292K -$2.7K -29 -0.9%
AA
1932
Alta Advisers
United Kingdom
$292K – – –
ALC
1933
Alexander Labrunerie & Co
Missouri
$292K +$298K +3,199 New
SFP
1934
Sweet Financial Partners
Minnesota
$292K -$17.9K -192 -6%
MPM
1935
MBB Public Markets
Illinois
$291K +$296K +3,183 New
MPI
1936
Mairs & Power Inc
Minnesota
$291K -$208K -2,235 -41%
ANBT
1937
American National Bank & Trust
Texas
$290K -$1.12K -12 -0.4%
EIP
1938
Ellis Investment Partners
Pennsylvania
$289K -$4.19K -45 -1%
WC
1939
Wexford Capital
Florida
$288K -$301K -3,241 -51%
BC
1940
Burney Company
Virginia
$288K +$27.9K +300 +11%
SHFA
1941
SC&H Financial Advisors
Maryland
$288K +$558 +6 +0.2%
ITIM
1942
Indiana Trust & Investment Management
Indiana
$287K – – –
PCA
1943
Prosperity Capital Advisors
Ohio
$287K +$63.3K +681 +28%
PSIWM
1944
Paradigm Strategies in Wealth Management
Minnesota
$287K +$22.6K +243 +8%
RTC
1945
Riverview Trust Company
Washington
$286K -$14.4K -155 -5%
EFG
1946
Embree Financial Group
Illinois
$285K -$90.1K -969 -24%
WA
1947
Waddell & Associates
Tennessee
$285K +$2.7K +29 +0.9%
REMPR
1948
Roof Eidam Maycock Peralta (REMP)
California
$284K -$167K -1,800 -37%
CCWM
1949
Correct Capital Wealth Management
Missouri
$284K – – –
B
1950
BetterWealth
California
$284K +$14.9K +160 +5%
76 77
78
79 80