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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1851
Phillips Financial Management
Indiana
$971K +$113K +338 +10%
MWM
1852
McNaughton Wealth Management
California
$969K -$81.7K -245 -6%
MAM
1853
Mainsail Asset Management
Alabama
$968K -$27.3K -82 -2%
WDG
1854
Wealth Dimensions Group
Ohio
$967K +$5.67K +17 +0.5%
PP
1855
Patten & Patten
Tennessee
$967K +$10.3K +31 +0.8%
BWM
1856
Biltmore Wealth Management
Arizona
$966K -$14.3K -43 -1%
RAM
1857
Readystate Asset Management
Illinois
$964K +$1.24M +3,719 New
TIA
1858
Tiemann Investment Advisors
California
$963K -$54K -162 -4%
AWAG
1859
ARS Wealth Advisors Group
Florida
$961K +$319K +956 +35%
FPGK
1860
Financial Partners Group (Kansas)
Kansas
$960K -$113K -339 -8%
EAM
1861
Empirical Asset Management
Massachusetts
$960K +$113K +339 +10%
RRCM
1862
Rappaport Reiches Capital Management
Illinois
$960K +$44K +132 +4%
TA
1863
TKG Advisors
Indiana
$959K +$147K +442 +14%
BWM
1864
Baron Wealth Management
Michigan
$959K +$211K +632 +21%
CWP
1865
Core Wealth Partners
California
$957K +$238K +715 +24%
ST
1866
Somerset Trust
Pennsylvania
$954K +$25K +75 +2%
VWM
1867
Vigilare Wealth Management
Arizona
$953K +$100K +300 +9%
DE
1868
Diversified Enterprises
Delaware
$950K +$337K +1,010 +38%
MA
1869
MCF Advisors
Kentucky
$949K +$63K +189 +5%
A
1870
Argentarii
Ohio
$949K +$833K +2,500 +215%
AFPL
1871
Advus Financial Partners, LLC
Florida
$946K -$443K -1,328 -27%
CH
1872
Canton Hathaway
Rhode Island
$946K -$269K -808 -18%
CWA
1873
Choice Wealth Advisors
Maine
$946K +$33.3K +100 +3%
BTD
1874
BankPlus Trust Department
Mississippi
$945K -$356K -1,069 -23%
BF
1875
bLong Financial
Tennessee
$945K – – –
73 74
75
76 77