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Name Holding Trade Value Shares
Change 		Change in
Stake
JAWM
1251
J. Arnold Wealth Management
Ohio
$345K +$285K +2,415 New
RG
1252
Retirement Group
California
$344K +$63K +534 +28%
GCM
1253
Gables Capital Management
Florida
$343K -$425K -3,600 -60%
BHIA
1254
Birch Hill Investment Advisors
Massachusetts
$343K -$283K -2,400 -50%
PAM
1255
Pegasus Asset Management
New York
$343K -$69.1K -585 -20%
FBC
1256
Fairfield, Bush & Co
Connecticut
$339K -$313K -2,655 -53%
RWG
1257
Regal Wealth Group
California
$339K +$354 +3 +0.1%
LFG
1258
LifePlan Financial Group
Ohio
$339K +$12.4K +105 +5%
WB
1259
Webster Bank
Connecticut
$339K +$14.5K +123 +5%
BCA
1260
Bay Colony Advisors
Massachusetts
$339K +$280K +2,370 New
PWAP
1261
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$338K +$279K +2,364 New
HFS
1262
HBC Financial Services
Washington
$337K +$97.4K +825 +52%
NCM
1263
Next Capital Management
New York
$337K +$278K +2,355 New
PWA
1264
Peterson Wealth Advisors
Utah
$337K +$278K +2,355 New
WA
1265
WP Advisors
California
$337K +$278K +2,355 New
EPWM
1266
Essex Private Wealth Management
Massachusetts
$337K +$278K +2,358 New
ARMC
1267
American Research & Management Company
Massachusetts
$335K +$19.5K +165 +8%
REMPR
1268
Roof Eidam Maycock Peralta (REMP)
California
$335K +$276K +2,340 New
CHA
1269
Cooper/Haims Advisors
New York
$333K +$275K +2,331 New
TA
1270
Trellis Advisors
Washington
$331K +$273K +2,316 New
AA
1271
Advisory Alpha
Michigan
$330K -$11.7K -99 -4%
ATC
1272
Argent Trust Co
Tennessee
$330K +$273K +2,310 New
DCM
1273
Donaldson Capital Management
Indiana
$330K +$273K +2,310 New
MCM
1274
Murphy Capital Management
New Jersey
$329K -$109K -921 -29%
TF
1275
TimeScale Financial
Massachusetts
$329K – – –
49 50
51
52 53