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Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
3001
Forbes Financial Planning
Rhode Island
$3.58M -$51.5K -340 -1%
LWP
3002
Lumature Wealth Partners
Georgia
$3.57M -$731K -4,827 -16%
CFC
3003
Coyle Financial Counsel
Illinois
$3.57M +$10.8K +71 +0.3%
SRSA
3004
S.R. Schill & Associates
Washington
$3.56M -$157K -1,036 -4%
GA
3005
Gateway Advisory
New Jersey
$3.56M -$107K -709 -3%
AWM
3006
Alterna Wealth Management
Texas
$3.56M +$41.5K +274 +1%
RS
3007
Retirement Solution
Washington
$3.56M -$3.84M -25,345 -49%
KWM
3008
Kolinsky Wealth Management
New Jersey
$3.56M +$253K +1,671 +7%
CFG
3009
CMC Financial Group
Georgia
$3.55M +$2.57K +17 +0.1%
GSC
3010
G&S Capital
Colorado
$3.55M -$1.34M -8,831 -25%
RIM
3011
Rockbridge Investment Management
New York
$3.54M -$254K -1,675 -6%
NF
3012
Nvest Financial
New Hampshire
$3.54M +$27.1K +179 +0.7%
SL
3013
Summitry LLC
California
$3.54M -$251K -1,658 -6%
HCM
3014
Hudson Capital Management
New Jersey
$3.53M +$189K +1,250 +5%
WMG
3015
WESCAP Management Group
California
$3.52M – – –
MPPLM
3016
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.51M +$68.6K +453 +2%
FCG
3017
Financial Connections Group
California
$3.51M +$1.82K +12 +0%
EBA
3018
Eagle Bay Advisors
New York
$3.5M +$1.02M +6,735 +36%
V
3019
ValueWorks
New York
$3.5M -$409K -2,698 -10%
PWM
3020
Palumbo Wealth Management
New York
$3.5M +$199K +1,315 +5%
AWA
3021
Archvest Wealth Advisors
California
$3.5M +$133K +877 +4%
AGA
3022
Accuvest Global Advisors
Utah
$3.49M -$1.53M -10,094 -28%
MTIC
3023
Missouri Trust & Investment Company
Missouri
$3.49M +$57.4K +379 +2%
WCM
3024
Windsor Capital Management
Arizona
$3.48M +$3.63K +24 +0.1%
MPCL
3025
My Personal CFO LLC
Washington
$3.48M +$131K +866 +4%
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