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Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
3476
Capasso Planning Partners
South Carolina
$4.51M -$464K -2,299 -9%
HG
3477
Herbst Group
Connecticut
$4.5M +$11.5K +57 +0.3%
QIM
3478
Quantitative Investment Management
Virginia
$4.5M +$4.43M +21,948 New
DWA
3479
Dougherty Wealth Advisers
Minnesota
$4.5M – – –
WKSWA
3480
White Knight Strategic Wealth Advisors
New Jersey
$4.5M -$2.83K -14 -0.1%
DCM
3481
Dimension Capital Management
Florida
$4.49M +$37.8K +187 +0.9%
RHP
3482
Royal Harbor Partners
Texas
$4.49M -$832K -4,121 -16%
LC
3483
Legacy CG
Texas
$4.49M -$46.9K -232 -1%
BWG
3484
Beta Wealth Group
California
$4.49M +$479K +2,374 +12%
FFG
3485
First Financial Group
North Carolina
$4.49M -$592K -2,929 -12%
CFS
3486
Commonwealth Financial Services
West Virginia
$4.48M -$114K -563 -3%
CAG
3487
Centerpoint Advisory Group
Kansas
$4.47M -$44.8K -222 -1%
SG
3488
Somerset Group
Minnesota
$4.47M -$585K -2,898 -12%
USB
3489
Union Savings Bank
Connecticut
$4.47M -$84.2K -417 -2%
FSWA
3490
Financial Synergies Wealth Advisors
Texas
$4.46M +$203K +1,005 +5%
EB
3491
Emprise Bank
Kansas
$4.46M +$138K +685 +3%
KCM
3492
Kendall Capital Management
Maryland
$4.46M +$304K +1,505 +7%
RHIG
3493
R.H. Investment Group
Arizona
$4.46M +$48.9K +242 +1%
CWA
3494
CJM Wealth Advisers
Virginia
$4.46M -$62.8K -311 -1%
MWM
3495
Massachusetts Wealth Management
Massachusetts
$4.45M +$4.38M +21,693 New
BIA
3496
Barry Investment Advisors
Massachusetts
$4.45M -$65K -322 -1%
TI
3497
Truepoint Inc
Ohio
$4.45M -$604K -2,991 -12%
ACA
3498
Aspire Capital Advisors
Washington
$4.45M -$18.6K -92 -0.4%
AP
3499
Arlington Partners
Alabama
$4.44M +$709K +3,512 +19%
GA
3500
Goldstein Advisors
Wisconsin
$4.44M -$1.66M -8,211 -28%
138 139
140
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