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Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
2976
RW Investment Management
Idaho
$5.56M -$73.5K -422 -1%
BWG
2977
Beta Wealth Group
California
$5.56M -$480K -2,756 -9%
EL
2978
Essex LLC
Illinois
$5.56M -$52.4K -301 -1%
MWP
2979
Madison Wealth Partners
Wisconsin
$5.54M -$11.2K -64 -0.2%
LFA
2980
Landmark Financial Advisors
Kentucky
$5.54M -$173K -994 -3%
CCS
2981
Concentric Capital Strategies
Connecticut
$5.53M +$4.97M +28,531 New
SDWMA
2982
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.53M +$18.6K +107 +0.4%
CA
2983
Cortland Associates
Missouri
$5.53M -$279K -1,599 -5%
HG
2984
Herbst Group
Connecticut
$5.52M -$246K -1,414 -5%
PFC
2985
Phocas Financial Corp
California
$5.5M +$173K +991 +4%
CFFP
2986
Center for Financial Planning
Michigan
$5.5M +$22.8K +131 +0.5%
DIP
2987
DT Investment Partners
Pennsylvania
$5.49M – – –
AA
2988
Addison Advisors
Vermont
$5.47M -$20.7K -119 -0.4%
MLIC
2989
Mandatum Life Insurance Company
Finland
$5.46M -$1.66M -9,500 -25%
PO
2990
Private Ocean
California
$5.45M +$732K +4,198 +18%
AWM
2991
Accel Wealth Management
Iowa
$5.44M +$579K +3,322 +13%
TCM
2992
Tandem Capital Management
New Jersey
$5.43M -$8.71K -50 -0.2%
BF
2993
Blankinship & Foster
California
$5.43M +$349 +2 +0%
SMA
2994
Seven Mile Advisory
New Jersey
$5.43M +$4.88M +27,999 New
IF
2995
Integrity Financial
Wyoming
$5.43M -$24.6K -141 -0.5%
GSC
2996
Grey Street Capital
Illinois
$5.43M +$971K +5,571 +25%
MJB
2997
Mark J. Bradley
$5.4M -$2.36M -13,530 -33%
TCWM
2998
Total Clarity Wealth Management
Illinois
$5.4M +$384K +2,204 +9%
CWM
2999
Collaborative Wealth Management
Florida
$5.4M +$9.58K +55 +0.2%
OWA
3000
Opal Wealth Advisors
New York
$5.39M +$1.98M +11,369 +69%
118 119
120
121 122