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Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
4001
Single Point Partners
Massachusetts
$4.5M -$110K -408 -2%
MCC
4002
Malaga Cove Capital
California
$4.5M -$66.3K -247 -1%
GFG
4003
Greenbush Financial Group
New York
$4.5M +$548K +2,042 +14%
PHIMC
4004
Private Harbour Investment Management & Counsel
Ohio
$4.49M -$17.2K -64 -0.4%
GC
4005
Giverny Capital
Quebec, Canada
$4.49M -$95.8K -357 -2%
RRWA
4006
Rainey & Randall Wealth Advisors
Florida
$4.49M -$123K -459 -3%
TCM
4007
Tradewinds Capital Management
Washington
$4.49M +$36.5K +136 +0.8%
5SA
4008
5th Street Advisors
Connecticut
$4.49M -$217K -807 -5%
MEAC
4009
M.E. Allison & Co
Texas
$4.49M -$24.7K -92 -0.6%
NLA
4010
Northern Lights Advisors
Washington
$4.48M +$4.43M +16,496 New
GC
4011
Gibson Capital
Pennsylvania
$4.48M -$11K -41 -0.2%
MPPLM
4012
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.48M +$62.5K +233 +1%
HOWA
4013
Heritage Oak Wealth Advisors
Florida
$4.47M +$144K +538 +3%
MWP
4014
Momentum Wealth Planning
Florida
$4.47M +$3.68M +13,724 +505%
EPG
4015
Estate Planners Group
Pennsylvania
$4.46M +$4.41M +16,418 New
GC
4016
Gilbert & Cook
Iowa
$4.46M -$559K -2,083 -11%
PCM
4017
Ping Capital Management
New York
$4.46M +$805K +3,000 +22%
MA
4018
MBA Advisors
Pennsylvania
$4.46M -$26.3K -98 -0.6%
SA
4019
Sicart Associates
New York
$4.45M – – –
WWM
4020
Whalen Wealth Management
Nevada
$4.44M +$1.59M +5,930 +57%
F4L
4021
Fortune 45 LLC
Louisiana
$4.44M +$55.6K +207 +1%
GPA
4022
Guerra Pan Advisors
New Jersey
$4.44M +$24.4K +91 +0.6%
FMTCOCP
4023
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.43M -$222K -828 -5%
NC
4024
North Capital
Utah
$4.43M -$2.1M -7,821 -32%
BWM
4025
BAM Wealth Management
Colorado
$4.43M -$58.3K -217 -1%
159 160
161
162 163