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Name Holding Trade Value Shares
Change 		Change in
Stake
RRCM
1801
Rappaport Reiches Capital Management
Illinois
$597K +$122K +626 +23%
EIA
1802
Eldridge Investment Advisors
New Hampshire
$596K +$14.1K +72 +2%
CFFP
1803
Center for Financial Planning
Michigan
$596K – – –
PCWA
1804
Pacific Capital Wealth Advisors
California
$595K +$51K +261 +8%
WA
1805
WBH Advisory
Maryland
$594K -$5.86K -30 -0.9%
MFG
1806
MidWestOne Financial Group
Iowa
$594K +$1.76K +9 +0.3%
LWL
1807
Leo Wealth LLC
Texas
$593K +$8.99K +46 +1%
MAM
1808
Mainsail Asset Management
Alabama
$591K +$2.93K +15 +0.4%
IA
1809
IFG Advisors
Missouri
$588K -$39.3K -201 -6%
GSB
1810
Greenfield Savings Bank
Massachusetts
$584K +$132K +677 +26%
OL
1811
Owen LaRue
Kentucky
$583K -$60K -307 -8%
CFG
1812
Carr Financial Group
Massachusetts
$581K -$133K -680 -17%
FH
1813
FWG Holdings
Florida
$581K +$108K +552 +20%
KF
1814
KKM Financial
Illinois
$580K +$449K +2,300 +230%
HHGA
1815
Halbert Hargrove Global Advisors
California
$579K -$269K -1,376 -29%
ODIJL
1816
One Day In July LLC
Vermont
$578K -$51.6K -264 -7%
EA
1817
Emerald Advisers
Pennsylvania
$577K -$392K -2,007 -38%
GC
1818
GFG Capital
Florida
$576K -$245K -1,253 -28%
WPC
1819
White Pine Capital
Minnesota
$576K +$123K +628 +25%
PFG
1820
PAX Financial Group
Texas
$576K +$54.1K +277 +9%
WCFA
1821
Walkner Condon Financial Advisors
Wisconsin
$575K +$127K +651 +25%
AP
1822
Americana Partners
Texas
$574K -$45.3K -232 -7%
FSA
1823
Financial Security Advisor
Virginia
$574K +$2.34K +12 +0.4%
AWM
1824
Avaii Wealth Management
Wisconsin
$573K -$241K -1,236 -28%
CCA
1825
Clearwater Capital Advisors
Illinois
$572K +$49.4K +253 +8%
71 72
73
74 75