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Name Holding Trade Value Shares
Change 		Change in
Stake
S
1901
Sunpointe
Missouri
$535K +$18.9K +468 +4%
CFSG
1902
Community Financial Services Group
Vermont
$535K +$514K +12,747 New
FCIM
1903
Fairview Capital Investment Management
California
$533K – – –
TL
1904
Tradewinds LLC
North Carolina
$533K +$512K +12,694 New
CIM
1905
CIM Investment Management
Pennsylvania
$532K – – –
IIA
1906
Integral Investment Advisors
California
$532K +$517K +12,808 New
DG
1907
DMC Group
Alabama
$531K -$7.58K -188 -1%
WA
1908
Wealth Architects
California
$531K -$363 -9 -0.1%
KIC
1909
Kensington Investment Counsel
California
$531K -$62.2K -1,542 -11%
SCM
1910
Stonehearth Capital Management
Massachusetts
$530K +$8.39K +208 +2%
TT
1911
TI-Trust
Illinois
$530K – – –
MA
1912
MCF Advisors
Kentucky
$530K +$13.4K +332 +3%
WCM
1913
Washington Capital Management
Washington
$529K -$33.7K -835 -6%
SMA
1914
Sage Mountain Advisors
Georgia
$526K +$264K +6,540 +109%
SWM
1915
Sugarloaf Wealth Management
Georgia
$526K -$109K -2,691 -18%
WAG
1916
Windsor Advisory Group
Ohio
$526K +$21.1K +524 +4%
WDG
1917
Wealth Dimensions Group
Ohio
$525K +$1.77K +44 +0.4%
PWP
1918
Phillips Wealth Planners
Mississippi
$523K +$153K +3,804 +41%
SAF
1919
Smith Anglin Financial
Texas
$523K -$72.5K -1,798 -13%
KNW
1920
Kesler Norman & Wride
Utah
$523K -$638K -15,822 -56%
ESB
1921
Essex Savings Bank
Connecticut
$523K – – –
SCA
1922
SMH Capital Advisors
Texas
$522K -$4.88K -121 -1%
SFP
1923
Sweet Financial Partners
Minnesota
$522K +$9.56K +237 +2%
EAM
1924
Empirical Asset Management
Massachusetts
$521K +$671K +16,637 New
SFWC
1925
Strategic Family Wealth Counselors
New Jersey
$521K -$29.2K -723 -6%
75 76
77
78 79