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Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
3026
Center for Financial Planning
Michigan
$5.3M +$82.2K +452 +1%
HP
3027
Hilltop Partners
Indiana
$5.28M +$342K +1,880 +7%
AGWCA
3028
Annis Gardner Whiting Capital Advisors
Florida
$5.28M +$887K +4,880 +19%
MAC
3029
Mason & Associates (California)
California
$5.28M +$190K +1,047 +4%
DWM
3030
Dechtman Wealth Management
Colorado
$5.28M -$361K -1,983 -6%
HDIM
3031
Hanson & Doremus Investment Management
Vermont
$5.27M -$97.1K -534 -2%
NIM
3032
Needham Investment Management
New York
$5.27M – – –
SL
3033
Sentry LLC
Tennessee
$5.27M -$244K -1,341 -4%
WC
3034
Wynn Capital
Georgia
$5.27M -$243K -1,335 -4%
BAM
3035
Bosun Asset Management
Illinois
$5.26M -$340K -1,872 -6%
WFA
3036
Wellspring Financial Advisors
Ohio
$5.26M +$97.6K +537 +2%
BDF
3037
Black Diamond Financial
Maryland
$5.26M – – –
RA
3038
RiverPark Advisors
New York
$5.26M +$59.8K +329 +1%
RSA
3039
River Street Advisors
Illinois
$5.25M -$51.1K -281 -0.9%
MAG
3040
Mayfair Advisory Group
Alabama
$5.25M +$133K +733 +2%
WJA
3041
Willis Johnson & Associates
Texas
$5.25M -$167K -921 -3%
JCFM
3042
JBR Co Financial Management
Oklahoma
$5.24M +$176K +967 +3%
CFIA
3043
Cantor Fitzgerald Investment Advisors
New York
$5.24M -$317K -1,746 -5%
SFG
3044
Snider Financial Group
Washington
$5.23M +$913K +5,019 +20%
VRM
3045
Vectors Research Management
New York
$5.23M +$2.3M +12,655 +71%
SW
3046
StrongBox Wealth
Missouri
$5.23M -$514K -2,825 -8%
GCM
3047
G2 Capital Management
Ohio
$5.22M -$174K -955 -3%
AWG
3048
Altus Wealth Group
Colorado
$5.22M +$48.4K +266 +0.9%
PRS
3049
Pinkerton Retirement Specialists
Idaho
$5.22M +$40.5K +223 +0.7%
PFA
3050
Plotkin Financial Advisors
Maryland
$5.21M +$153K +844 +3%
120 121
122
123 124