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Name Holding Trade Value Shares
Change 		Change in
Stake
PVAMC
1726
PPS&V Asset Management Consultants
Michigan
$821K +$8.6K +43 +1%
ATIA
1727
American Trust Investment Advisors
New Hampshire
$821K – – –
DAM
1728
Doheny Asset Management
California
$819K – – –
PCIG
1729
Partners Capital Investment Group
Massachusetts
$818K +$625K +3,125 New
PHIC
1730
Pine Haven Investment Counsel
Massachusetts
$816K -$55K -275 -8%
AWA
1731
Aquire Wealth Advisors
Utah
$816K +$15.2K +76 +2%
CH
1732
Canton Hathaway
Rhode Island
$815K -$2K -10 -0.3%
CAL
1733
Capital Analysts LLC
Pennsylvania
$815K +$34.2K +171 +6%
FFA
1734
Fi3 Financial Advisors
Indiana
$813K -$51.4K -257 -8%
TIA
1735
Traphagen Investment Advisors
New Jersey
$813K +$130K +648 +26%
FC
1736
Family CFO
California
$813K – – –
GCMG
1737
Gyroscope Capital Management Group
Florida
$811K -$2.04M -10,200 -77%
AGC
1738
Aspen Grove Capital
Colorado
$811K +$232K +1,162 +60%
MFS
1739
Madrona Financial Services
Washington
$810K – – –
AT
1740
American Trust
Kentucky
$809K -$27K -135 -4%
KWM
1741
KFG Wealth Management
Indiana
$807K +$29.8K +149 +5%
SWRP
1742
Summit Wealth & Retirement Planning
California
$807K -$281K -1,407 -31%
SFFS
1743
Stonehage Fleming Financial Services
Jersey
$806K +$129K +644 +27%
MWP
1744
Meridian Wealth Partners
Pennsylvania
$805K +$88.2K +441 +17%
CICI
1745
Capital Investment Counsel Inc
North Carolina
$805K +$206K +1,030 +50%
TCOT
1746
Trust Company of Toledo
Ohio
$804K -$25.2K -126 -4%
JWM
1747
Jeppson Wealth Management
California
$803K -$38K -190 -6%
RCG
1748
Rock Creek Group
District of Columbia
$803K +$61.6K +308 +11%
PCWA
1749
Pacific Capital Wealth Advisors
California
$802K +$31.8K +159 +5%
AG
1750
Advocate Group
Minnesota
$801K – – –
68 69
70
71 72