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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1501
Stonebridge Capital Advisors
Minnesota
$625K -$191K -810 -25%
MWP
1502
Meridian Wealth Partners
Pennsylvania
$623K +$11.3K +48 +2%
RCS
1503
Retirement Capital Strategies
California
$623K +$11.3K +48 +2%
SCM
1504
Schnieders Capital Management
California
$622K +$134K +570 +31%
AIP
1505
Almanack Investment Partners
Pennsylvania
$622K +$261K +1,107 +85%
EFSCE
1506
Enterprise Financial Services Corp (EFSC)
Missouri
$621K +$263K +1,119 +87%
PFA
1507
Plotkin Financial Advisors
Maryland
$620K -$247K -1,050 -30%
AB
1508
Atlas Brown
Kentucky
$620K -$88.3K -375 -14%
KM
1509
Kalos Management
Georgia
$620K -$25.4K -108 -6%
PAM
1510
Pegasus Asset Management
New York
$620K – – –
SWK
1511
Stephen W. Kidder
$620K – – –
ZF
1512
Zhang Financial
Michigan
$620K +$96.7K +411 +21%
BIC
1513
Beach Investment Counsel
Pennsylvania
$617K -$49.4K -210 -8%
CG
1514
Clarus Group
Texas
$617K – – –
WA
1515
WP Advisors
California
$617K +$14.1K +60 +3%
CAM
1516
Crestone Asset Management
Colorado
$616K -$375K -1,593 -40%
MCM
1517
Monument Capital Management
Virginia
$615K -$110K -468 -16%
BA
1518
Bridge Advisory
California
$612K -$2.82K -12 -0.5%
WWM
1519
WT Wealth Management
Arizona
$611K -$250K -1,062 -31%
RCG
1520
Rock Creek Group
District of Columbia
$610K -$332K -1,410 -37%
VC
1521
Veracity Capital
Georgia
$610K -$706 -3 -0.1%
BFC
1522
Bedel Financial Consulting
Indiana
$610K – – –
MCM
1523
Maple Capital Management
Vermont
$610K +$5.65K +24 +1%
BCM
1524
Breiter Capital Management
Florida
$608K – – –
DBT
1525
Dubuque Bank & Trust
Iowa
$605K – – –
59 60
61
62 63