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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2076
Monarch Capital Management
Indiana
$655K – – –
BWAM
2077
Boyd Watterson Asset Management
Ohio
$654K +$689 +12 +0.1%
OCM
2078
One Capital Management
California
$651K +$38.3K +667 +6%
GSEP
2079
Golden State Equity Partners
California
$651K +$166K +2,896 +33%
CFO
2080
CVA Family Office
Colorado
$648K +$127K +2,211 +24%
ESBC
2081
E.S. Barr & Co
Kentucky
$646K +$433K +7,547 +190%
SCI
2082
S&CO Inc
Massachusetts
$644K +$20.1K +350 +3%
SPA
2083
Sentinel Pension Advisors
Massachusetts
$643K +$5.11K +89 +0.8%
CGFA
2084
Colton Groome Financial Advisors
North Carolina
$643K +$659K +11,478 New
RAM
2085
Roanoke Asset Management
New Jersey
$642K +$28.7K +500 +5%
AWAP
2086
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$641K +$16.1K +281 +3%
SWP
2087
Summit Wealth Partners
Florida
$641K +$976 +17 +0.1%
SA
2088
Shilanski & Associates
Alaska
$640K -$1.38K -24 -0.2%
LF
2089
LifeSteps Financial
California
$638K -$9.81K -171 -1%
APG
2090
Abacus Planning Group
South Carolina
$638K +$8.03K +140 +1%
WGAM
2091
Wilkinson Global Asset Management
New York
$636K +$181K +3,147 +38%
CCWA
2092
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$635K -$9.07K -158 -1%
FAM
2093
Flaharty Asset Management
Florida
$633K +$105K +1,831 +19%
CWM
2094
Calamos Wealth Management
Illinois
$632K -$132K -2,301 -17%
ASBI
2095
American State Bank (Iowa)
Iowa
$631K +$18.6K +324 +3%
CP
2096
Covenant Partners
Tennessee
$631K -$317K -5,524 -33%
PCP
2097
Proficio Capital Partners
Massachusetts
$631K -$72.5K -1,264 -10%
SRC
2098
Shufro Rose & Co
New York
$630K +$8.49K +148 +1%
FPWM
2099
FSB Premier Wealth Management
Iowa
$630K +$30.6K +534 +5%
JPLA
2100
Joseph P. Lucia & Associates
New York
$629K +$133K +2,319 +26%
82 83
84
85 86