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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2651
Coe Capital Management
Illinois
$3.1M +$199K +1,820 +7%
LWM
2652
Lionsbridge Wealth Management
Florida
$3.09M -$163K -1,493 -5%
DOA
2653
D'Orazio & Associates
Virginia
$3.08M +$44.4K +407 +2%
LWM
2654
Loveless Wealth Management
Montana
$3.07M -$42K -385 -1%
WFA
2655
Wellspring Financial Advisors
Ohio
$3.07M +$5.24K +48 +0.2%
BMC
2656
Beaton Management Company
Massachusetts
$3.06M -$156K -1,430 -5%
NCM
2657
Next Capital Management
New York
$3.06M -$254K -2,325 -8%
AP
2658
Adero Partners
California
$3.06M +$612K +5,611 +27%
AC
2659
Addison Capital
Pennsylvania
$3.05M -$97K -889 -3%
CCM
2660
Cribstone Capital Management
Maine
$3.05M -$632K -5,795 -18%
BWCS
2661
Beirne Wealth Consulting Services
Connecticut
$3.05M +$682K +6,253 +31%
RFM
2662
Royal Fund Management
Florida
$3.05M +$540K +4,950 +23%
KPWG
2663
KFA Private Wealth Group
Virginia
$3.01M +$67.4K +618 +2%
SIM
2664
Sterling Investment Management
Arizona
$3M -$629K -5,760 -18%
OFG
2665
OmniStar Financial Group
North Carolina
$3M -$95.7K -877 -3%
SRSA
2666
S.R. Schill & Associates
Washington
$3M -$75.1K -688 -3%
SAS
2667
Stelac Advisory Services
New York
$2.99M -$36.8K -337 -1%
ICM
2668
Islay Capital Management
Texas
$2.99M -$125K -1,144 -4%
ACP
2669
Aveo Capital Partners
Colorado
$2.99M +$2.54M +23,290 +926%
WQ
2670
Wealth Quarterback
New Jersey
$2.98M -$2.68M -24,540 -75%
ACM
2671
AUA Capital Management
Pennsylvania
$2.98M +$406K +3,724 +17%
CPH
2672
C Partners Holding
Switzerland
$2.98M -$6.12M -56,121 -69%
LOIM
2673
Liberty One Investment Management
Illinois
$2.96M -$340K -3,112 -11%
CFFP
2674
Center for Financial Planning
Michigan
$2.96M -$3.16K -29 -0.1%
TI
2675
tru Independence
Oregon
$2.95M -$7.91M -72,537 -74%
105 106
107
108 109