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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1301
Annex Advisory Services
Wisconsin
$1.41M -$2.23M -55,070 -61%
CA
1302
Calton & Associates
Florida
$1.41M +$70.9K +1,747 +5%
SB
1303
Strategic Blueprint
Georgia
$1.41M -$217K -5,361 -13%
CIC
1304
Cincinnati Indemnity Company
Ohio
$1.4M – – –
MBT
1305
Montecito Bank & Trust
California
$1.4M +$20K +494 +1%
BCG
1306
BayBridge Capital Group
California
$1.39M -$43.2K -1,065 -3%
CCM
1307
Chilton Capital Management
Texas
$1.39M -$391K -9,642 -22%
SOAMC
1308
Spirit of America Management Corp
New York
$1.39M – – –
BC
1309
Bowman & Company
Wisconsin
$1.38M -$14.5K -357 -1%
WAG
1310
Windsor Advisory Group
Ohio
$1.38M – – –
GIP
1311
Granite Investment Partners
California
$1.37M – – –
LA
1312
Lynch & Associates
Indiana
$1.37M -$51.3K -1,265 -4%
JWBC
1313
J.W. Burns & Co
New York
$1.37M -$97K -2,392 -7%
SAW
1314
Signal Advisors Wealth
Michigan
$1.36M +$420K +10,348 +45%
ET
1315
Equitable Trust
Tennessee
$1.36M -$65.9K -1,625 -5%
FPH
1316
Financial Planning Hawaii
Hawaii
$1.36M +$1.36M +33,420 New
CI
1317
CX Institutional
Indiana
$1.36M -$191K -4,721 -12%
NCM
1318
NCM Capital Management
New Jersey
$1.35M +$602K +14,838 +81%
IPAM
1319
Investment Partners Asset Management
New Jersey
$1.35M -$61.7K -1,522 -4%
LCWP
1320
Legacy Capital Wealth Partners
Arkansas
$1.35M -$9.9K -244 -0.7%
CTA
1321
Chesley Taft & Associates
Illinois
$1.35M +$46.3K +1,141 +4%
CAMV
1322
Concord Asset Management (Virginia)
Virginia
$1.35M +$8.31K +205 +0.6%
AW
1323
Alaethes Wealth
Nevada
$1.34M -$28.4K -699 -2%
IPWA
1324
International Private Wealth Advisors
California
$1.34M +$900K +22,183 +208%
LF
1325
LifePlan Financial
Minnesota
$1.34M +$54.7K +1,349 +4%
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