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Name Holding Trade Value Shares
Change 		Change in
Stake
PV
1601
Private Vista
Illinois
$835K -$725K -31,854 -47%
MCM
1602
Maple Capital Management
Vermont
$833K -$118K -5,177 -12%
MLFP
1603
MPS Loria Financial Planners
Illinois
$833K +$273K +11,994 +49%
BCP
1604
Blue Chip Partners
Michigan
$832K -$2.34M -102,960 -74%
AWM
1605
Aberdeen Wealth Management
Illinois
$829K +$399K +17,537 +94%
TIA
1606
Trust Investment Advisors
Indiana
$826K -$18.1K -795 -2%
WPP
1607
Whalerock Point Partners
Rhode Island
$821K +$48.4K +2,125 +6%
MCA
1608
Mercer Capital Advisers
New Jersey
$821K +$164K +7,215 +25%
HIM
1609
Hotaling Investment Management
Pennsylvania
$817K +$117K +5,145 +17%
CPA
1610
Clear Perspective Advisors
Illinois
$816K -$120K -5,264 -13%
MLL
1611
Moody Lynn & Lieberson
Massachusetts
$816K -$62.6K -2,749 -7%
PJSIMP
1612
P.J. Schmidt Investment Management (PJS)
Wisconsin
$816K +$147K +6,461 +22%
AWMG
1613
Alliance Wealth Management Group
New Jersey
$814K +$1.57K +69 +0.2%
EWM
1614
Executive Wealth Management
Michigan
$813K -$246K -10,821 -23%
IC
1615
Investment Counsel
Michigan
$811K -$79K -3,468 -9%
FP
1616
Financial Perspectives
Minnesota
$811K -$41.2K -1,807 -5%
PFA
1617
Paradigm Financial Advisors
Missouri
$810K -$67.1K -2,948 -8%
DBT
1618
Dubuque Bank & Trust
Iowa
$810K -$25.6K -1,123 -3%
TIA
1619
Traphagen Investment Advisors
New Jersey
$810K -$80.8K -3,547 -9%
GG
1620
Gleason Group
Kentucky
$809K +$5.24K +230 +0.7%
SMG
1621
Smart Money Group
Texas
$809K +$582K +25,568 +260%
ISG
1622
Investment Security Group
Colorado
$808K -$97.6K -4,286 -11%
MS
1623
Mizuho Securities
Japan
$807K +$274K +12,048 +49%
BOPW
1624
Brandywine Oak Private Wealth
Pennsylvania
$806K -$304K -13,348 -27%
PWAG
1625
Polaris Wealth Advisory Group
California
$806K +$60.8K +2,671 +8%
63 64
65
66 67