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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1701
Peachtree Investment Advisors
Georgia
$672K – – –
CWM
1702
Chesapeake Wealth Management
Virginia
$671K -$35.3K -1,443 -5%
TSWM
1703
Triangle Securities Wealth Management
North Carolina
$671K -$12.2K -497 -2%
MIH
1704
Madison Investment Holdings
Wisconsin
$670K +$168K +6,846 +35%
LWCFA
1705
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$664K -$325K -13,249 -34%
GG
1706
GenWealth Group
New Jersey
$664K +$17.8K +725 +3%
RTS
1707
Round Table Services
New Jersey
$664K +$99K +4,042 +18%
PHAM
1708
Palisades Hudson Asset Management
Florida
$662K -$4.07K -166 -0.6%
MLIC
1709
Mandatum Life Insurance Company
Finland
$662K +$215K +8,782 +51%
GHA
1710
GW Henssler & Associates
Georgia
$659K +$34.7K +1,415 +6%
PMFA
1711
Plante Moran Financial Advisors
Michigan
$658K -$7.01K -286 -1%
CFSG
1712
Community Financial Services Group
Vermont
$655K +$34.1K +1,392 +6%
MCTIC
1713
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$652K – – –
CWA
1714
Clarus Wealth Advisors
Arizona
$651K +$29.2K +1,193 +5%
UC
1715
Unio Capital
New Jersey
$649K -$57K -2,325 -8%
AFS
1716
Access Financial Services
Minnesota
$648K +$49 +2 +0%
CM
1717
Columbus Macro
Pennsylvania
$648K +$48K +1,961 +8%
CGL
1718
Clarius Group LLC
Washington
$645K +$347K +14,178 +126%
WA
1719
WP Advisors
California
$643K -$10.9K -445 -2%
BWL
1720
Bogart Wealth LLC
Virginia
$643K +$51.7K +2,110 +9%
BIA
1721
BHK Investment Advisors
Alabama
$639K +$16.7K +681 +3%
SP
1722
Successful Portfolios
Florida
$639K +$19.1K +780 +3%
PK
1723
Pflug Koory
Nebraska
$639K +$20.8K +851 +3%
AWM
1724
Avior Wealth Management
Nebraska
$637K +$196K +8,002 +47%
SAA
1725
Southeast Asset Advisors
Georgia
$633K +$318 +13 +0.1%
67 68
69
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