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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1726
Maple Capital Management
Vermont
$647K +$38.7K +222 +8%
WIC
1727
Woodmont Investment Counsel
Tennessee
$646K +$197K +1,132 +57%
CBA
1728
Coastal Bridge Advisors
Connecticut
$646K -$111K -638 -17%
FC
1729
Family CFO
California
$644K – – –
MFS
1730
Madrona Financial Services
Washington
$642K -$174 -1 -0%
FNBOH
1731
First National Bank of Hutchinson
Kansas
$642K +$18.8K +108 +4%
PVAMC
1732
PPS&V Asset Management Consultants
Michigan
$642K +$4.54K +26 +0.8%
RWMG
1733
Redwood Wealth Management Group
New Jersey
$641K – – –
AAM
1734
Alphadyne Asset Management
New York
$640K +$538K +3,084 New
GBT
1735
Grove Bank & Trust
Florida
$639K -$67K -384 -11%
CA
1736
Calton & Associates
Florida
$638K +$107K +612 +25%
AG
1737
Advocate Group
Minnesota
$635K +$534K +3,060 New
ST
1738
Spinnaker Trust
Maine
$634K – – –
AFS
1739
AFG Fiduciary Services
Massachusetts
$633K -$51.1K -293 -9%
MFG
1740
MidWestOne Financial Group
Iowa
$632K – – –
CFG
1741
Carr Financial Group
Massachusetts
$631K +$155K +887 +41%
AWA
1742
Aquire Wealth Advisors
Utah
$631K +$530K +3,041 New
CWA
1743
Clarus Wealth Advisors
Arizona
$630K +$594K +3,406 New
SFFS
1744
Stonehage Fleming Financial Services
Jersey
$629K +$193K +1,104 +85%
TWP
1745
Tempus Wealth Planning
California
$628K -$113K -647 -18%
SWIG
1746
Strategic Wealth Investment Group
Kentucky
$628K -$21.8K -125 -4%
LNWTC
1747
Laird Norton Wetherby Trust Company
Washington
$627K – – –
FIM
1748
Freedom Investment Management
Connecticut
$626K +$101K +581 +24%
TCM
1749
Teza Capital Management
Illinois
$625K -$93.9K -538 -15%
CPC
1750
Consolidated Planning Corp
Georgia
$623K -$53K -304 -9%
68 69
70
71 72