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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1751
Advocate Group
Minnesota
$801K – – –
MLIC
1752
Mandatum Life Insurance Company
Finland
$800K +$225K +1,127 +58%
GBT
1753
Grove Bank & Trust
Florida
$799K -$5K -25 -0.8%
WPC
1754
White Pine Capital
Minnesota
$796K +$238K +1,189 +64%
BDF
1755
Black Diamond Financial
Maryland
$795K -$26.6K -133 -4%
TBA
1756
Tower Bridge Advisors
Pennsylvania
$795K -$348K -1,738 -36%
LNWTC
1757
Laird Norton Wetherby Trust Company
Washington
$792K – – –
EIG
1758
Ellenbecker Investment Group
Wisconsin
$791K +$49K +245 +9%
BA
1759
Ballew Advisors
Mississippi
$791K – – –
GD
1760
Grandfield & Dodd
New York
$791K -$20K -100 -3%
EIA
1761
Eldridge Investment Advisors
New Hampshire
$790K -$60K -300 -9%
EWM
1762
Evermay Wealth Management
Virginia
$789K +$140K +700 +30%
FAFN
1763
First Affirmative Financial Network
Colorado
$789K -$59K -295 -9%
CBA
1764
Coastal Bridge Advisors
Connecticut
$788K -$20K -100 -3%
WCM
1765
Wedge Capital Management
North Carolina
$788K +$110K +550 +22%
WIM
1766
WealthPlan Investment Management
Nebraska
$788K -$1.57M -7,841 -72%
NHC
1767
Nicholas Hoffman & Company
Georgia
$787K +$40K +200 +7%
GWWM
1768
Great Waters Wealth Management
Minnesota
$786K +$3.4K +17 +0.6%
RRCM
1769
Rappaport Reiches Capital Management
Illinois
$786K +$23.4K +117 +4%
CWM
1770
Chicago Wealth Management
Illinois
$785K – – –
CCG
1771
Ceeto Capital Group
Florida
$785K +$600K +3,000 New
ITIM
1772
Indiana Trust & Investment Management
Indiana
$785K +$9K +45 +2%
AWM
1773
Affinity Wealth Management
Delaware
$782K +$100K +500 +20%
CWM
1774
Chesapeake Wealth Management
Virginia
$781K +$399K +1,995 +202%
AF
1775
Apexium Financial
Texas
$781K +$30.2K +151 +5%
69 70
71
72 73