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Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
1901
Blackhawk Capital Partners
Wisconsin
$761K -$948K -3,987 -57%
MCA
1902
MSH Capital Advisors
Arizona
$758K -$245K -1,030 -25%
FAB
1903
First American Bank
Illinois
$755K – – –
WWS
1904
Wellington Wealth Strategies
Indiana
$754K +$721K +3,035 New
MWAM
1905
Manhattan West Asset Management
California
$752K -$12.6K -53 -2%
MA
1906
MJP Associates
Connecticut
$751K +$118K +495 +20%
DCM
1907
DGS Capital Management
New Jersey
$751K -$242K -1,020 -25%
RFWA
1908
RPg Family Wealth Advisory
Massachusetts
$751K +$59.4K +250 +9%
CWM
1909
Chicago Wealth Management
Illinois
$750K – – –
SHFA
1910
Sherrill & Hutchins Financial Advisory
Georgia
$749K +$717K +3,015 New
AFS
1911
AFG Fiduciary Services
Massachusetts
$748K – – –
OA
1912
Oracle Alpha
Ontario, Canada
$747K +$715K +3,007 New
CRWM
1913
Castle Rock Wealth Management
California
$747K -$1.34M -5,658 -64%
JWM
1914
Jeppson Wealth Management
California
$746K +$4.28K +18 +0.6%
CCA
1915
Clearwater Capital Advisors
Illinois
$746K -$8.32K -35 -1%
NRI
1916
NFP Retirement Inc
California
$746K -$37.1K -156 -5%
PHIC
1917
Pine Haven Investment Counsel
Massachusetts
$743K -$11.9K -50 -2%
WCM
1918
Washburn Capital Management
Florida
$743K +$11.9K +50 +2%
MLA
1919
My Legacy Advisors
Oregon
$743K +$483K +2,031 +164%
CCM
1920
Crew Capital Management
Ohio
$743K -$1.11M -4,675 -61%
HB
1921
HTLF Bank
Colorado
$741K +$709K +2,982 New
FA
1922
Fermata Advisors
California
$740K -$18.5K -78 -3%
EHC
1923
Everett Harris & Co
California
$738K +$713 +3 +0.1%
AIM
1924
Acropolis Investment Management
Missouri
$736K -$84.4K -355 -11%
JWBC
1925
John W. Brooker & Co
California
$736K – – –
75 76
77
78 79