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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
3201
Cadence Capital Management
Massachusetts
$515K -$217K -2,800 -33%
CMA
3202
Cedar Mountain Advisors
Oregon
$512K +$38.7K +500 +10%
LWA
3203
LWS Wealth Advisors
New Jersey
$510K -$120K -1,544 -22%
MIM
3204
Macroview Investment Management
Maryland
$510K +$310 +4 +0.1%
ACM
3205
Argyle Capital Management
Pennsylvania
$503K – – –
EE
3206
EWG Elevate
California
$503K +$20.8K +268 +5%
HHRDM
3207
H&H Retirement Design & Management
Nevada
$498K -$47.7K -616 -10%
FPIS
3208
Financial Planning & Information Services
Wisconsin
$497K – – –
MCM
3209
Maxim Capital Management
California
$494K +$79.7K +1,028 +25%
MWM
3210
Maltin Wealth Management
New Jersey
$492K -$32.2K -416 -7%
HWA
3211
Heartwood Wealth Advisors
Virginia
$491K -$32.5K -420 -7%
DA
3212
DSC Advisors
Illinois
$483K -$20.5K -264 -5%
MCG
3213
MACRO Consulting Group
New Jersey
$480K -$296K -3,820 -42%
CIA
3214
Compass Ion Advisors
Pennsylvania
$479K -$6.82K -88 -2%
RI
3215
RWWM Inc
California
$475K +$1.86K +24 +0.5%
JWM
3216
Janiczek Wealth Management
Colorado
$471K +$37.8K +488 +10%
JHP
3217
James Hambro & Partners
United Kingdom
$463K -$104K -1,336 -21%
NIM
3218
NuWave Investment Management
New Jersey
$458K -$337K -4,348 -43%
BA
3219
BCM Advisors
Louisiana
$458K +$389K +5,020 New
TC
3220
Tatro Capital
Kentucky
$456K -$192K -2,472 -33%
ACM
3221
AlphaCrest Capital Management
New York
$455K -$4.69M -60,508 -92%
JSA
3222
Jacobson & Schmitt Advisors
Wisconsin
$453K – – –
AW
3223
Alpha Windward
Massachusetts
$448K -$5.89K -76 -2%
CM
3224
Capital Management
Virginia
$447K -$62K -800 -14%
BWI
3225
Beacon Wealthcare Inc
North Carolina
$447K -$10.2K -132 -3%
127 128
129
130 131