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Name Holding Trade Value Shares
Change 		Change in
Stake
I
2551
INVST
Indiana
$644K -$61.6K -285 -8%
SJIM
2552
St. Johns Investment Management
Florida
$644K +$539K +2,494 +605%
FFA
2553
Fi3 Financial Advisors
Indiana
$643K -$9.52K -44 -1%
GC
2554
Garde Capital
Washington
$642K -$30.7K -142 -5%
MCM
2555
Mendel Capital Management
Arkansas
$642K +$53.6K +248 +9%
LAM
2556
L2 Asset Management
Massachusetts
$641K +$101K +465 +19%
BFWA
2557
Benchmark Financial Wealth Advisors
Florida
$640K -$51.9K -240 -8%
T
2558
TrueFG
Texas
$639K – – –
CWS
2559
Cypress Wealth Services
California
$638K -$22.9K -106 -4%
PHAM
2560
Palisades Hudson Asset Management
Florida
$637K – – –
TF
2561
TRH Financial
Iowa
$635K +$865 +4 +0.1%
CPWA
2562
Cerro Pacific Wealth Advisors
California
$635K +$34.6K +160 +6%
CPA
2563
Court Place Advisors
Maryland
$633K -$145K -670 -19%
PWA
2564
Primoris Wealth Advisors
Florida
$632K – – –
WCP
2565
Wick Capital Partners
Pennsylvania
$631K -$140K -646 -19%
PA
2566
Probity Advisors
Texas
$631K -$45K -208 -7%
CWM
2567
Cahaba Wealth Management
Georgia
$631K +$3.24K +15 +0.5%
C
2568
CEDRUS
Colorado
$630K +$75.5K +349 +14%
MWP
2569
Madison Wealth Partners
Wisconsin
$629K -$26.6K -123 -4%
SIC
2570
Samalin Investment Counsel
New York
$629K +$89.1K +412 +17%
ARG
2571
Advisory Resource Group
Oklahoma
$627K -$3.46K -16 -0.6%
WCM
2572
Wedge Capital Management
North Carolina
$627K +$15.8K +73 +3%
DSN
2573
D. Scott Neal
Kentucky
$627K +$213K +987 +54%
BA
2574
Bellwether Advisors
Nebraska
$626K +$484K +2,236 +380%
SPC
2575
Stewart & Patten Company
California
$625K +$1.08K +5 +0.2%
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103
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