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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1026
Mark Sheptoff Financial Planning
Connecticut
$230K – – –
ZIC
1027
ZWJ Investment Counsel
Georgia
$230K – – –
PCIA
1028
Prime Capital Investment Advisors
Kansas
$228K -$1.06M -7,050 -81%
SWM
1029
Salvus Wealth Management
New Jersey
$228K +$5.99K +40 +2%
DA
1030
Detalus Advisors
Missouri
$228K +$45K +300 +22%
BFC
1031
Bedel Financial Consulting
Indiana
$226K – – –
AI
1032
Accredited Investors
Minnesota
$226K +$5.99K +40 +2%
LAM
1033
LifePro Asset Management
California
$226K +$42K +280 +20%
WWM
1034
WT Wealth Management
Arizona
$226K +$250K +1,670 New
SQA
1035
Simon Quick Advisors
New Jersey
$225K -$34.5K -230 -12%
APW
1036
Austin Private Wealth
Texas
$225K – – –
OIA
1037
Optimum Investment Advisors
Illinois
$225K – – –
AIM
1038
Acropolis Investment Management
Missouri
$224K +$4.5K +30 +2%
PI
1039
Pachira Investments
California
$224K +$19.5K +130 +9%
IF
1040
Insight Folios
North Carolina
$224K +$247K +1,650 New
EW
1041
Evoke Wealth
California
$222K +$27K +180 +12%
CIAS
1042
CFS Investment Advisory Services
New Jersey
$222K +$246K +1,640 New
PO
1043
Private Ocean
California
$221K +$4.5K +30 +2%
BONH
1044
Bank of New Hampshire
New Hampshire
$219K – – –
TC
1045
Truvestments Capital
Florida
$216K +$21K +140 +10%
WFA
1046
Wellspring Financial Advisors
Ohio
$216K +$28.5K +190 +14%
WP
1047
WMS Partners
Maryland
$213K – – –
JCM
1048
Jacobi Capital Management
Pennsylvania
$213K +$118K +790 +101%
CT
1049
Caldwell Trust
Florida
$212K +$98.9K +660 +73%
CI
1050
CX Institutional
Indiana
$210K -$13.5K -90 -5%
40 41
42
43 44