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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2051
SRB Corp
Massachusetts
$586K +$57.6K +991 +11%
BOS
2052
Bingham Osborn & Scarborough
California
$584K -$126K -2,161 -18%
WP
2053
WMS Partners
Maryland
$584K -$122K -2,101 -18%
MCA
2054
Magnolia Capital Advisors
Mississippi
$579K -$17.1K -294 -3%
LCM
2055
Landscape Capital Management
New Jersey
$576K -$32.7K -562 -5%
LS
2056
Leelyn Smith
Illinois
$574K +$72.6K +1,250 +15%
DW
2057
Domani Wealth
Pennsylvania
$574K +$77.2K +1,328 +16%
PWM
2058
Paulson Wealth Management
Illinois
$572K -$26.7K -459 -5%
SDH
2059
Sloy Dahl & Holst
Washington
$572K -$12.8K -220 -2%
GAM
2060
Garrison Asset Management
Arkansas
$572K – – –
BCA
2061
Berman Capital Advisors
Georgia
$572K +$69.8K +1,202 +14%
MCM
2062
Manchester Capital Management
Vermont
$566K -$284K -4,883 -34%
FC
2063
Fusion Capital
South Carolina
$564K +$5.05K +87 +0.9%
PAM
2064
Peak Asset Management
Colorado
$563K – – –
PP
2065
PDS Planning
Ohio
$560K +$7.67K +132 +1%
HB
2066
Horizon Bancorp
Indiana
$559K +$27.6K +475 +5%
SFG
2067
StrategIQ Financial Group
Indiana
$556K +$8.71K +150 +2%
FWM
2068
Foresight Wealth Management
Utah
$555K -$25.3K -435 -4%
B
2069
Bridgeworth
Alabama
$553K -$51.1K -880 -9%
HCP
2070
Hexagon Capital Partners
Arkansas
$553K +$557K +9,590 New
BOM
2071
Bank of Marin
California
$551K +$9.41K +162 +2%
TF
2072
TimeScale Financial
Massachusetts
$550K -$82.2K -1,414 -13%
CS
2073
Capital Square
Tennessee
$549K -$61.2K -1,053 -10%
EI
2074
EDMP Inc
Florida
$546K -$28.4K -489 -5%
HWM
2075
Howard Wealth Management
Connecticut
$546K -$17.4K -300 -3%
81 82
83
84 85