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Name Holding Trade Value Shares
Change 		Change in
Stake
AB
2051
Atlas Brown
Kentucky
$1.11M – – –
SIG
2052
Sky Investment Group
Connecticut
$1.11M +$51.4K +244 +5%
IIC
2053
Ironwood Investment Counsel
Arizona
$1.11M -$319K -1,517 -22%
AIM
2054
Alhambra Investment Management
Florida
$1.1M -$36.8K -175 -3%
WAAG
2055
Wealth Alliance Advisory Group
Kansas
$1.09M +$64.4K +306 +6%
ECM
2056
Estabrook Capital Management
New York
$1.09M -$1.05K -5 -0.1%
SEEDPG
2057
S.E.E.D. Planning Group
New York
$1.09M -$19.2K -91 -2%
NB
2058
Nicolet Bankshares
Wisconsin
$1.09M -$6.1K -29 -0.6%
OIA
2059
Optimum Investment Advisors
Illinois
$1.08M -$301K -1,431 -22%
TIA
2060
Tiemann Investment Advisors
California
$1.07M +$49.3K +234 +5%
WCM
2061
Weld Capital Management
New York
$1.07M +$1.07M +5,078 New
XF
2062
XML Financial
Maryland
$1.07M +$371K +1,762 +54%
GWCM
2063
Godshalk Welsh Capital Management
Pennsylvania
$1.06M -$2.1K -10 -0.2%
RPWA
2064
Regent Peak Wealth Advisors
Georgia
$1.06M +$65K +309 +7%
HPWM
2065
Highland Private Wealth Management
Washington
$1.06M -$6.1K -29 -0.6%
BWG
2066
Beta Wealth Group
California
$1.06M -$2.46M -11,696 -70%
ACM
2067
Ascendant Capital Management
California
$1.06M -$1.05M -5,000 -50%
WMP
2068
Wealth Management Partners
Arizona
$1.06M +$210 +1 +0%
GAB
2069
German American Bancorp
Indiana
$1.06M +$59.8K +284 +6%
RIM
2070
Redwood Investment Management
Arizona
$1.06M -$2.63M -12,482 -71%
SWRP
2071
Summit Wealth & Retirement Planning
California
$1.06M -$114K -540 -10%
CCA
2072
Childress Capital Advisors
Texas
$1.05M +$294K +1,395 +39%
JA
2073
JLB & Associates
Michigan
$1.05M +$70.1K +333 +7%
CSPAM
2074
Cary Street Partners Asset Management
Virginia
$1.05M +$691K +3,283 +196%
BFO
2075
Biltmore Family Office
North Carolina
$1.05M -$307K -1,459 -23%
81 82
83
84 85