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Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
1676
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.18M +$43.4K +857 +4%
MSFP
1677
Mark Sheptoff Financial Planning
Connecticut
$1.18M +$139K +2,750 +13%
WAOI
1678
Wealth Advisors of Iowa
Iowa
$1.17M +$14.6K +289 +1%
TC
1679
Telemus Capital
Michigan
$1.17M -$66.9K -1,323 -5%
AIS
1680
AM Investment Strategies
Tennessee
$1.17M -$18K -355 -2%
BSA
1681
Bull Street Advisors
Georgia
$1.17M – – –
WI
1682
Wedgewood Investors
Pennsylvania
$1.17M – – –
CGL
1683
Clarius Group LLC
Washington
$1.17M +$3.04K +60 +0.3%
WWM
1684
WT Wealth Management
Arizona
$1.17M -$534K -10,560 -31%
SJIA
1685
St. James Investment Advisors
New York
$1.17M +$1.16M +22,982 New
FWM
1686
Focused Wealth Management
New York
$1.16M +$147K +2,905 +15%
BW
1687
Bison Wealth
Georgia
$1.16M +$3.69K +73 +0.3%
LCM
1688
Leisure Capital Management
California
$1.15M -$13.8K -273 -1%
RBFC
1689
Roman Butler Fullerton & Co
Missouri
$1.15M +$11.6K +229 +1%
CASB
1690
Cape Ann Savings Bank
Massachusetts
$1.15M +$38.6K +764 +3%
WC
1691
Weil Company
California
$1.15M +$74.8K +1,479 +7%
CAC
1692
Certified Advisory Corp
Florida
$1.15M -$36.3K -718 -3%
WW
1693
Westshore Wealth
California
$1.15M +$42K +830 +4%
JAG
1694
Journey Advisory Group
Kentucky
$1.15M +$382K +7,543 +44%
DFA
1695
Delta Financial Advisors
Louisiana
$1.14M -$37.6K -744 -3%
BOC
1696
Barbara Oil Co
Illinois
$1.14M – – –
BDF
1697
Balasa Dinverno & Foltz
$1.14M +$11.2K +221 +1%
KLCM
1698
KG&L Capital Management
Louisiana
$1.14M +$295K +5,837 +35%
EWM
1699
EPG Wealth Management
Georgia
$1.13M +$32.2K +637 +3%
JGUA
1700
John G. Ullman & Associates
New York
$1.13M -$2.98M -58,947 -73%
66 67
68
69 70