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Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1901
Proffitt & Goodson
Tennessee
$664K -$11.4K -200 -2%
CA
1902
Capital Advantage
California
$664K +$8.81K +154 +1%
SAM
1903
Security Asset Management
New York
$663K – – –
ML
1904
McAdam LLC
Pennsylvania
$662K +$372K +6,508 +112%
KC
1905
Kingfisher Capital
North Carolina
$660K -$1.38M -24,135 -66%
BCA
1906
Bray Capital Advisors
Florida
$660K +$5.72K +100 +0.8%
SW
1907
SlateStone Wealth
Florida
$660K +$73.9K +1,292 +12%
FPGK
1908
Financial Partners Group (Kansas)
Kansas
$660K +$476K +8,314 +200%
CIM
1909
CIM Investment Management
Pennsylvania
$658K -$46.3K -810 -6%
CFD
1910
Creative Financial Designs
Indiana
$657K +$57 +1 +0%
SCG
1911
Sonata Capital Group
Washington
$656K -$46.2K -808 -6%
TL
1912
TrueWealth LLC
Georgia
$655K -$3.32K -58 -0.5%
PIA
1913
Pinion Investment Advisors
Kansas
$655K +$114K +1,995 +20%
BWM
1914
Baystate Wealth Management
Massachusetts
$653K -$62.4K -1,091 -8%
JFA
1915
Johanson Financial Advisors
California
$648K +$58.9K +1,030 +9%
MG
1916
Mather Group
Illinois
$648K +$230K +4,018 +50%
LWCFA
1917
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$647K -$86.6K -1,514 -11%
SIG
1918
Sargent Investment Group
Maryland
$646K +$346K +6,039 +101%
SAM
1919
Summit Asset Management
Tennessee
$645K +$8.41K +147 +1%
PAWC
1920
P.A.W. Capital
Connecticut
$645K +$57.2K +1,000 +9%
AIP
1921
Almanack Investment Partners
Pennsylvania
$644K +$191K +3,333 +38%
W
1922
WealthOne
New York
$640K +$41.8K +730 +7%
QT
1923
Quantbot Technologies
New York
$640K +$41.9K +733 +7%
BFO
1924
Biltmore Family Office
North Carolina
$636K -$1.19M -20,768 -64%
BAM
1925
Brave Asset Management
New Jersey
$636K +$12K +210 +2%
75 76
77
78 79