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Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
2551
Ares Financial Consulting
California
$967K – – –
BWA
2552
Blodgett Wealth Advisors
California
$967K – – –
ESC
2553
Eurizon SLJ Capital
$967K – – –
C1AG
2554
Client 1st Advisory Group
Florida
$967K +$208K +522 +29%
PVAMC
2555
PPS&V Asset Management Consultants
Michigan
$965K -$183K -459 -17%
SIC
2556
Sterling Investment Counsel
New York
$964K -$9.15K -23 -1%
KGP
2557
Keystone Global Partners
Colorado
$964K – – –
AF
2558
Affiance Financial
Minnesota
$962K – – –
OFS
2559
Orrstown Financial Services
Pennsylvania
$961K +$2.78K +7 +0.3%
RCYC
2560
Richard C. Young & Co
Rhode Island
$961K +$103K +259 +13%
CAM
2561
Concorde Asset Management
Michigan
$961K -$45.7K -115 -5%
MWP
2562
Meridian Wealth Partners
Pennsylvania
$961K +$106K +266 +13%
LWMI
2563
Legacy Wealth Management (Idaho)
Idaho
$958K +$187K +469 +26%
FA
2564
Fountainhead AM
New Jersey
$958K -$101K -253 -10%
RIA
2565
Retirement Investment Advisors
Oklahoma
$956K -$10.7K -27 -1%
CWMK
2566
Caliber Wealth Management (Kansas)
Kansas
$956K -$7.16K -18 -0.8%
CPWM
2567
Cypress Point Wealth Management
Texas
$956K +$82.3K +207 +10%
RC
2568
Roundview Capital
New Jersey
$955K +$54.1K +136 +6%
MA
2569
Mosaic Advisors
Texas
$954K – – –
WKWM
2570
Walter & Keenan Wealth Management
Indiana
$953K +$398 +1 +0%
JLBC
2571
J.L. Bainbridge & Co
Florida
$953K +$17.5K +44 +2%
TIM
2572
Total Investment Management
Arizona
$952K +$81.5K +205 +7%
SWM
2573
Steinberganna Wealth Management
New York
$949K -$14.3K -36 -2%
PHIC
2574
Pine Haven Investment Counsel
Massachusetts
$948K – – –
WCM
2575
Whitener Capital Management
North Carolina
$946K +$361K +908 +68%
101 102
103
104 105