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Name Holding Trade Value Shares
Change 		Change in
Stake
ML
1951
McAdam LLC
Pennsylvania
$836K +$148K +2,486 +21%
MCM
1952
Marathon Capital Management
Maryland
$835K -$8.79K -148 -1%
LP
1953
LMR Partners
United Kingdom
$833K +$842K +14,182 New
PH
1954
Pinnacle Holdings
Oklahoma
$830K -$16.3K -275 -2%
DWM
1955
Darwin Wealth Management
Florida
$829K -$24.6K -414 -3%
BWG
1956
Beta Wealth Group
California
$828K +$837K +14,098 New
WPA
1957
West Paces Advisors
Georgia
$827K -$3.5K -59 -0.4%
MAG
1958
MRA Advisory Group
New Jersey
$826K +$835K +14,053 New
SWM
1959
Selective Wealth Management
Virginia
$825K +$218K +3,665 +35%
HCM
1960
HMS Capital Management
Tennessee
$824K -$49.2K -828 -6%
TAM
1961
Taurus Asset Management
New York
$823K -$71.8K -1,209 -8%
SW
1962
SlateStone Wealth
Florida
$822K -$122K -2,052 -13%
PIA
1963
Pinion Investment Advisors
Kansas
$821K +$68.7K +1,156 +9%
CFD
1964
Creative Financial Designs
Indiana
$820K -$112K -1,891 -12%
SJIM
1965
St. Johns Investment Management
Florida
$820K -$70.9K -1,194 -8%
SAM
1966
Sequent Asset Management
Texas
$816K -$12.5K -210 -1%
TCPWM
1967
Traverso Chambers Private Wealth Management
California
$815K -$28K -471 -3%
I
1968
INVST
Indiana
$814K +$80.8K +1,361 +11%
OPW
1969
Oxler Private Wealth
New York
$813K +$822K +13,840 New
TSS
1970
Two Sigma Securities
New York
$812K +$591K +9,954 +257%
NFG
1971
NewFocus Financial Group
Washington
$810K +$410K +6,898 +100%
GA
1972
Geller Advisors
New York
$809K -$29.3K -493 -4%
EWA
1973
Encompass Wealth Advisors
Oregon
$809K +$818K +13,766 New
SAM
1974
SignalPoint Asset Management
Missouri
$807K -$27K -455 -3%
SFWC
1975
Strategic Family Wealth Counselors
New Jersey
$804K +$15.8K +266 +2%
77 78
79
80 81