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Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
2701
Cooper/Haims Advisors
New York
$4.52M -$46.8K -389 -1%
NC
2702
NewSquare Capital
Pennsylvania
$4.51M +$699K +5,809 +21%
GDP
2703
Great Diamond Partners
Maine
$4.51M -$10.3K -86 -0.3%
MIM
2704
Miller Investment Management
Pennsylvania
$4.49M -$4.33K -36 -0.1%
SWA
2705
Sax Wealth Advisors
New Jersey
$4.48M +$4.06M +33,773 New
KCMRT
2706
Kemper Corp Master Retirement Trust
Illinois
$4.45M -$1.02M -8,500 -20%
MMHP
2707
Murphy Middleton Hinkle & Parker
Georgia
$4.44M +$75.9K +631 +2%
LFG
2708
Larson Financial Group
Missouri
$4.43M +$202K +1,683 +5%
PFA
2709
Plotkin Financial Advisors
Maryland
$4.42M -$318K -2,643 -7%
DFG
2710
Demars Financial Group
Washington
$4.41M -$410K -3,409 -9%
EIG
2711
Ellenbecker Investment Group
Wisconsin
$4.4M -$165K -1,372 -4%
BWA
2712
Burt Wealth Advisors
Maryland
$4.4M -$50.3K -418 -1%
ECA
2713
Elevated Capital Advisors
Utah
$4.4M +$224K +1,860 +6%
WWMSC
2714
Wagner Wealth Management (South Carolina)
South Carolina
$4.4M +$3.99M +33,154 New
CPC
2715
Consolidated Planning Corp
Georgia
$4.39M +$85.5K +711 +2%
SIM
2716
SSI Investment Management
California
$4.39M -$3.37K -28 -0.1%
GB
2717
Goepper Burkhardt
South Carolina
$4.38M +$3.97M +33,038 New
CIA
2718
Cascade Investment Advisors
Oregon
$4.36M -$238K -1,978 -6%
VC
2719
Veracity Capital
Georgia
$4.36M +$42.9K +357 +1%
GWM
2720
GSB Wealth Management
Connecticut
$4.36M +$601 +5 +0%
DA
2721
Dash Acquisitions
California
$4.36M +$3.95M +32,862 New
LM
2722
Lincluden Management
Ontario, Canada
$4.35M -$319K -2,650 -7%
AG
2723
Algert Global
California
$4.35M -$312K -2,591 -7%
AIFAIM
2724
American Institute for Advanced Investment Management
Arizona
$4.33M +$7.22K +60 +0.2%
DAC
2725
Dividend Assets Capital
South Carolina
$4.33M -$653K -5,429 -14%
107 108
109
110 111