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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
3926
Interval Partners
New York
$829K +$942K +6,000 New
KOMWMG
3927
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$828K -$1.26K -8 -0.1%
HCM
3928
Howard Capital Management
Georgia
$827K -$106K -675 -10%
BFP
3929
Briaud Financial Planning
Texas
$827K +$97.2K +619 +13%
NFP
3930
NorthLanding Financial Partners
New York
$826K +$938K +5,976 New
DP
3931
Denver PWM
Colorado
$823K -$10.8K -69 -1%
CFAM
3932
Coury Firm Asset Management
Pennsylvania
$823K +$28.4K +181 +3%
CCMIC
3933
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$823K +$702K +4,473 +301%
IWP
3934
IAG Wealth Partners
Wisconsin
$821K +$112K +715 +14%
PIM
3935
Provident Investment Management
Michigan
$818K – – –
CFG
3936
Compton Financial Group
Maryland
$815K – – –
AMR
3937
Asset Management Resources
Massachusetts
$815K +$12.6K +80 +1%
EC
3938
Enhancing Capital
Pennsylvania
$812K – – –
PA
3939
Prism Advisors
California
$812K +$126K +801 +16%
TWM
3940
Trinity Wealth Management
Pennsylvania
$805K -$30.6K -195 -3%
RWG
3941
Regal Wealth Group
California
$805K +$5.81K +37 +0.7%
HWM
3942
HighMark Wealth Management
Minnesota
$805K +$19.8K +126 +2%
HFA
3943
Highland Financial Advisors
New Jersey
$805K +$113K +718 +14%
CCA
3944
Covey Capital Advisors
Georgia
$799K – – –
MWM
3945
McNaughton Wealth Management
California
$799K +$8.32K +53 +0.9%
SA
3946
SRN Advisors
Pennsylvania
$797K -$171K -1,092 -16%
GWMI
3947
Guardian Wealth Management (Illinois)
Illinois
$796K +$52.6K +335 +6%
JRFS
3948
James Reed Financial Services
Ohio
$795K – – –
AAM
3949
Ameraudi Asset Management
New York
$792K +$502K +3,200 +126%
NLG
3950
New Legacy Group
New York
$788K -$188K -1,200 -17%
156 157
158
159 160