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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1726
Watershed Asset Management
California
$2.83M – – –
AWM
1727
Ameliora Wealth Management
Switzerland
$2.83M -$257K -1,122 -9%
CC
1728
Cypress Capital
Tennessee
$2.83M +$29.8K +130 +1%
GCM
1729
Gables Capital Management
Florida
$2.83M -$8.01K -35 -0.3%
FFM
1730
Forum Financial Management
Illinois
$2.82M -$65.2K -285 -2%
TA
1731
TFG Advisers
Michigan
$2.82M +$48.5K +212 +2%
EHWM
1732
Eads & Heald Wealth Management
Georgia
$2.81M -$131K -572 -5%
PCG
1733
Prosperity Consulting Group
Maryland
$2.81M -$107K -468 -4%
KMWM
1734
Keudell/Morrison Wealth Management
Oregon
$2.8M +$2.98K +13 +0.1%
T
1735
TCWP
Ohio
$2.79M -$200K -872 -7%
MAWCM
1736
Mine & Arao Wealth Creation & Management
California
$2.79M +$52.4K +229 +2%
CGA
1737
Channing Global Advisors
Florida
$2.78M -$36.2K -158 -1%
AIS
1738
American Investment Services
Massachusetts
$2.77M -$82.6K -361 -3%
HA
1739
Harfst & Associates
Wyoming
$2.77M +$356K +1,556 +15%
EWA
1740
EverSource Wealth Advisors
Alabama
$2.75M +$170K +743 +7%
VIA
1741
Vickerman Investment Advisors
Washington
$2.75M +$2.65M +11,565 New
EBT
1742
Enterprise Bank & Trust
Massachusetts
$2.75M +$98.2K +429 +4%
SIM
1743
Sentry Investment Management
Wisconsin
$2.74M -$477K -2,086 -15%
LFP
1744
Leeward Financial Partners
Washington
$2.73M +$12.8K +56 +0.5%
SFP
1745
Sweet Financial Partners
Minnesota
$2.73M +$457K +1,996 +21%
TC
1746
Tsai Capital
New York
$2.73M +$2.63M +11,493 New
WAP
1747
Wealthcare Advisory Partners
Pennsylvania
$2.72M -$150K -657 -5%
KTM
1748
Keeler Thomas Management
Utah
$2.71M +$340K +1,485 +15%
AWM
1749
Avior Wealth Management
Nebraska
$2.7M -$10.8K -47 -0.4%
SIC
1750
Sterling Investment Counsel
New York
$2.69M +$4.81K +21 +0.2%
68 69
70
71 72