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Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
1726
Ifrah Financial Services
Arkansas
$991K -$7.78K -129 -0.8%
MMG
1727
Monetary Management Group
Missouri
$989K -$69.6K -1,154 -7%
RBC
1728
Roble Belko & Company
Pennsylvania
$985K – – –
FHC
1729
First Heartland Consultants
Missouri
$984K +$5.31K +88 +0.6%
CFFP
1730
Center for Financial Planning
Michigan
$984K +$967K +16,026 New
TW
1731
TrinityPoint Wealth
Connecticut
$983K +$21.1K +349 +2%
HCP
1732
Holt Capital Partners
Texas
$981K – – –
DDC
1733
DF Dent & Co
Maryland
$980K +$543 +9 +0.1%
MCM
1734
Monarch Capital Management
Indiana
$977K – – –
FPS
1735
Fieldpoint Private Securities
Connecticut
$977K +$1.63K +27 +0.2%
CT
1736
Columbia Trust
Oregon
$977K +$961K +15,934 New
AI
1737
ArchPoint Investors
Florida
$972K – – –
PWP
1738
Principle Wealth Partners
Connecticut
$971K -$44K -729 -4%
CVM
1739
Cheviot Value Management
California
$971K -$5.97K -99 -0.6%
SJIM
1740
St. Johns Investment Management
Florida
$970K -$13.5K -224 -1%
AWM
1741
Aevitas Wealth Management
Massachusetts
$969K +$38.4K +636 +4%
PWPS
1742
Pinnacle Wealth Planning Services
Ohio
$966K +$208K +3,456 +28%
MWM
1743
Mission Wealth Management
California
$965K -$40.7K -675 -4%
NB
1744
Nicolet Bankshares
Wisconsin
$965K +$3.62K +60 +0.4%
AAM
1745
American Asset Management
Florida
$964K +$27.1K +450 +3%
HCM
1746
Highlander Capital Management
New Jersey
$962K – – –
PWAC
1747
Private Wealth Advisors (California)
California
$962K +$248K +4,110 +36%
CNC
1748
Citizens & Northern Corp
Pennsylvania
$956K +$30.2K +500 +3%
EPWM
1749
Essex Private Wealth Management
Massachusetts
$955K +$938K +15,557 New
TWP
1750
Tempus Wealth Planning
California
$953K +$937K +15,529 New
68 69
70
71 72