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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
4876
Tandem Financial
Colorado
$2.16M -$81.6K -304 -3%
HWM
4877
HighMark Wealth Management
Minnesota
$2.15M -$130K -484 -6%
CMP
4878
Courage Miller Partners
Virginia
$2.15M -$201K -747 -9%
SPIA
4879
Strategic Point Investment Advisors
Rhode Island
$2.15M – – –
CMANY
4880
Capital Management Associates (New York)
New York
$2.15M – – –
HCP
4881
Hamilton Capital Partners
Georgia
$2.15M -$725K -2,700 -25%
PBT
4882
Pictet Bank & Trust
Bahamas
$2.15M +$1.75M +6,535 +481%
OWM
4883
Orgel Wealth Management
Wisconsin
$2.15M +$177K +661 +9%
WF
4884
Williams Financial
Vermont
$2.15M -$4.03K -15 -0.2%
FWM
4885
FMA Wealth Management
Massachusetts
$2.14M -$24.4K -91 -1%
PPP
4886
Prism Planning Partners
Illinois
$2.14M +$2.12M +7,884 New
PA
4887
ProCore Advisors
California
$2.14M +$2.12M +7,883 New
MFC
4888
Morris Financial Concepts
South Carolina
$2.14M +$18.3K +68 +0.9%
TC
4889
TAGStone Capital
North Carolina
$2.14M +$6.98K +26 +0.3%
PEWA
4890
Pacific Excel Wealth Advisors
California
$2.14M +$2.16M +8,040 New
PSA
4891
Plum Street Advisors
Louisiana
$2.14M +$119K +443 +6%
MBC
4892
Michael Brady & Co
Ohio
$2.13M +$2.1M +7,829 New
UFPG
4893
United Financial Planning Group
New York
$2.13M +$256K +952 +14%
AIS
4894
Advocate Investing Services
Maryland
$2.12M +$2.1M +7,808 New
HSWS
4895
Higgins & Schmidt Wealth Strategies
Colorado
$2.12M -$435K -1,621 -17%
FFIC
4896
First Fiduciary Investment Counsel
Ohio
$2.12M -$163K -608 -7%
GPA
4897
Guidance Point Advisors
Massachusetts
$2.12M -$92.3K -344 -4%
FAC
4898
Financial Advisory Corporation
Michigan
$2.12M -$12.9K -48 -0.6%
SL
4899
SWMG LLC
Texas
$2.12M -$161K -598 -7%
WRCM
4900
Western Reserve Capital Management
Ohio
$2.11M +$2.09M +7,774 New
194 195
196
197 198