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Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
2476
Retirement Planning Company of New England
Rhode Island
$6.47M -$351K -2,320 -5%
PHIC
2477
Pine Haven Investment Counsel
Massachusetts
$6.47M -$8.18K -54 -0.1%
BFG
2478
Barber Financial Group
Kansas
$6.47M -$364K -2,406 -5%
CWM
2479
Concentric Wealth Management
California
$6.45M +$77.2K +510 +1%
NF
2480
NTB Financial
Colorado
$6.45M -$39.7K -262 -0.6%
BMM
2481
Buffington Mohr McNeal
Idaho
$6.45M +$854K +5,640 +14%
WAAG
2482
Wealth Alliance Advisory Group
Kansas
$6.45M +$490K +3,235 +7%
CRI
2483
Colonial River Investments
Virginia
$6.43M -$340K -2,245 -5%
EL
2484
Essex LLC
Illinois
$6.42M +$8.33K +55 +0.1%
PWM
2485
Purus Wealth Management
California
$6.4M -$13.8K -91 -0.2%
CWP
2486
Curated Wealth Partners
California
$6.4M +$280K +1,848 +4%
OIM
2487
Opus Investment Management
Massachusetts
$6.4M -$1.09M -7,200 -13%
UAML
2488
US Asset Management LLC
Pennsylvania
$6.4M -$18.3K -121 -0.3%
EP
2489
Edgestream Partners
New Jersey
$6.39M -$8.75M -57,760 -55%
VLC
2490
Van Leeuwen & Company
New Jersey
$6.38M -$328K -2,168 -4%
ME
2491
McIlrath & Eck
Washington
$6.38M +$2.01M +13,298 +40%
MPA
2492
Marvin & Palmer Associates
Delaware
$6.38M – – –
SL
2493
Salomon & Ludwin
Virginia
$6.38M +$3.41M +22,524 +93%
AWM
2494
Accurate Wealth Management
Florida
$6.38M -$336K -2,216 -5%
UBG
2495
United Bank (Georgia)
Georgia
$6.36M +$457K +3,019 +7%
TCM
2496
Tanaka Capital Management
New York
$6.36M -$961K -6,346 -12%
SIS
2497
Sound Income Strategies
Florida
$6.36M +$860K +5,679 +14%
AP
2498
Arlington Partners
Alabama
$6.35M +$206K +1,358 +3%
HWA
2499
HHM Wealth Advisors
Tennessee
$6.35M +$101K +670 +1%
RIM
2500
Reliant Investment Management
Tennessee
$6.34M -$2.95M -19,494 -30%
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