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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1601
WT Wealth Management
Arizona
$2.8M +$377K +1,606 +15%
FIS
1602
Fundsmith Investment Services
Mauritius
$2.79M +$2.81K +12 +0.1%
BRCM
1603
Bright Rock Capital Management
Massachusetts
$2.78M – – –
EHWM
1604
Eads & Heald Wealth Management
Georgia
$2.77M +$33.3K +142 +1%
CRWM
1605
Castle Rock Wealth Management
California
$2.77M +$260K +1,110 +10%
DRS
1606
Deane Retirement Strategies
Louisiana
$2.76M -$1.3M -5,542 -31%
RIA
1607
Regal Investment Advisors
Michigan
$2.76M +$8.91K +38 +0.3%
EBT
1608
Enterprise Bank & Trust
Massachusetts
$2.75M +$60.3K +257 +2%
RMAM
1609
Raab & Moskowitz Asset Management
New Jersey
$2.75M +$6.8K +29 +0.2%
KMWM
1610
Keudell/Morrison Wealth Management
Oregon
$2.75M +$48.1K +205 +2%
DAM
1611
Derbend Asset Management
Georgia
$2.75M +$250K +1,064 +9%
VIA
1612
Vident Investment Advisory
Georgia
$2.75M +$645K +2,751 +29%
AWA
1613
Arete Wealth Advisors
Illinois
$2.74M -$276K -1,175 -9%
CFMC
1614
Curbstone Financial Management Corp
New Hampshire
$2.73M +$11.7K +50 +0.4%
TA
1615
TFG Advisers
Michigan
$2.71M -$30.7K -131 -1%
QI
1616
Qtron Investments
Massachusetts
$2.7M – – –
ISB
1617
Iowa State Bank
Iowa
$2.7M +$107K +458 +4%
JFGLC
1618
Johnson Financial Group LLC (Colorado)
Colorado
$2.69M -$22.5K -96 -0.8%
BHWM
1619
Bar Harbor Wealth Management
New Hampshire
$2.68M -$234K -997 -8%
PCS
1620
Personal CFO Solutions
New Jersey
$2.68M +$163K +695 +6%
AA
1621
Auxano Advisors
Washington
$2.68M +$175K +748 +7%
FIM
1622
Freedom Investment Management
Connecticut
$2.68M -$60.3K -257 -2%
GCM
1623
Gables Capital Management
Florida
$2.67M -$27K -115 -0.9%
CAAS
1624
Capital Asset Advisory Services
Michigan
$2.67M +$100K +428 +4%
SFO
1625
Stokes Family Office
Louisiana
$2.67M -$34.9K -149 -1%
63 64
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66 67