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Name Holding Trade Value Shares
Change 		Change in
Stake
RCS
2951
Retirement Capital Strategies
California
$3.9M -$586K -4,098 -12%
BRCM
2952
Bright Rock Capital Management
Massachusetts
$3.9M +$1.43M +10,000 +50%
ACMH
2953
Andar Capital Management (HK)
Hong Kong
$3.9M +$4.29M +30,000 New
BFS
2954
Bickling Financial Services
Massachusetts
$3.9M -$2K -14 -0%
FIM
2955
FWL Investment Management
Texas
$3.9M -$88.7K -621 -2%
BWG
2956
Beta Wealth Group
California
$3.89M +$231K +1,615 +6%
LP
2957
LGL Partners
Pennsylvania
$3.88M -$634K -4,438 -13%
P
2958
Pariax
California
$3.88M +$1.67M +11,666 +64%
BMC
2959
Beaton Management Company
Massachusetts
$3.88M +$17.9K +125 +0.4%
CIP
2960
Convergence Investment Partners
Florida
$3.87M -$353K -2,473 -8%
NMG
2961
New Millennium Group
Utah
$3.87M -$61.3K -429 -1%
GCM
2962
G2 Capital Management
Ohio
$3.86M -$3.43K -24 -0.1%
WOC
2963
West Oak Capital
California
$3.85M -$129K -905 -3%
MWP
2964
Madison Wealth Partners
Wisconsin
$3.85M +$148K +1,033 +4%
EDRIA
2965
Edmonds Duncan Registered Investment Advisors
Kansas
$3.85M -$123K -864 -3%
BEW
2966
Burton Enright Welch
California
$3.85M -$85.5K -598 -2%
IAG
2967
Investment Advisory Group
Massachusetts
$3.85M -$80.2K -561 -2%
SWM
2968
Selective Wealth Management
Virginia
$3.84M +$116K +809 +3%
KWM
2969
Kolinsky Wealth Management
New Jersey
$3.83M +$715 +5 +0%
HFBOT
2970
Home Federal Bank of Tennessee
Tennessee
$3.83M – – –
POIA
2971
Pin Oak Investment Advisors
Texas
$3.83M -$26.3K -184 -0.6%
CA
2972
Cortland Associates
Missouri
$3.83M -$327K -2,291 -7%
CFFP
2973
Center for Financial Planning
Michigan
$3.83M +$45.6K +319 +1%
RIG
2974
RiverFront Investment Group
Virginia
$3.82M +$2.62M +18,301 +11%
NWM
2975
Northcape Wealth Management
New York
$3.82M -$5.83M -40,829 -58%
117 118
119
120 121