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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1551
Anchor Investment Management
South Carolina
$941K -$76.5K -274 -7%
OMC
1552
Overbrook Management Corp
New York
$939K – – –
CPC
1553
Consolidated Planning Corp
Georgia
$936K -$149K -534 -13%
PJSIMP
1554
P.J. Schmidt Investment Management (PJS)
Wisconsin
$936K -$30.4K -109 -2%
SIAG
1555
Safeguard Investment Advisory Group
California
$932K +$180K +646 +23%
FWM
1556
Finer Wealth Management
Massachusetts
$930K +$7.26K +26 +0.7%
WSWA
1557
Warren Street Wealth Advisors
California
$929K +$151K +539 +18%
AFS
1558
AFG Fiduciary Services
Massachusetts
$927K – – –
BAM
1559
Bellevue Asset Management
Washington
$927K +$20.7K +74 +2%
CCB
1560
Country Club Bank
Missouri
$927K +$24.3K +87 +3%
MWM
1561
MinichMacGregor Wealth Management
New York
$927K +$34.1K +122 +4%
BS
1562
Boenning & Scattergood
Pennsylvania
$926K +$2.51K +9 +0.3%
BFS
1563
Bickling Financial Services
Massachusetts
$924K +$132K +472 +16%
CFFP
1564
Center for Financial Planning
Michigan
$923K +$16.8K +60 +2%
AR
1565
Advisory Research
Illinois
$920K +$66.7K +239 +7%
BWM
1566
Buckley Wealth Management
Nevada
$917K -$838 -3 -0.1%
PHIC
1567
Pine Haven Investment Counsel
Massachusetts
$915K -$5.58K -20 -0.6%
CWS
1568
Confluence Wealth Services
Pennsylvania
$914K -$1.49M -5,347 -61%
GAG
1569
Goodman Advisory Group
Massachusetts
$914K -$612K -2,190 -39%
AI
1570
AXS Investments
New York
$911K +$319K +1,141 +50%
IIA
1571
IPG Investment Advisors
California
$910K -$712K -2,550 -43%
FNBOH
1572
First National Bank of Hutchinson
Kansas
$910K -$47.2K -169 -5%
ADL
1573
Asset Dedication LLC
California
$909K +$76.2K +273 +9%
RCG
1574
Rock Creek Group
District of Columbia
$909K +$140K +501 +17%
NHC
1575
Nicholas Hoffman & Company
Georgia
$908K +$2.51K +9 +0.3%
61 62
63
64 65