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Name Holding Trade Value Shares
Change 		Change in
Stake
FDCP
1876
Foster Dykema Cabot & Partners
Massachusetts
$18.4M -$1.49M -6,440 -7%
GM
1877
GeoWealth Management
Illinois
$18.4M -$6.76M -29,188 -26%
NIM
1878
Nicollet Investment Management
Minnesota
$18.4M +$324K +1,400 +2%
MG
1879
Marex Group
$18.3M -$101M -436,358 -84%
SPI
1880
Strategic Planning Inc
Ohio
$18.3M +$19.1M +82,547 New
LFA
1881
Legacy Financial Advisors
Kentucky
$18.3M +$547K +2,361 +3%
GFG
1882
Greystone Financial Group
Michigan
$18.3M -$260K -1,122 -1%
PWPS
1883
Pinnacle Wealth Planning Services
Ohio
$18.3M +$1.06M +4,571 +6%
FPCP
1884
Fort Point Capital Partners
California
$18.3M -$392K -1,694 -2%
CCMW
1885
Cypress Capital Management (Wyoming)
Wyoming
$18.3M -$162K -701 -0.8%
KA
1886
Kozak & Associates
Colorado
$18.3M +$214K +925 +1%
RMAM
1887
Raab & Moskowitz Asset Management
New Jersey
$18.3M -$807K -3,485 -4%
RCA
1888
Resonant Capital Advisors
Wisconsin
$18.2M +$498K +2,151 +3%
MF
1889
Montis Financial
Massachusetts
$18.2M -$3.85M -16,625 -17%
FC
1890
Fusion Capital
South Carolina
$18.2M -$433K -1,868 -2%
CWM
1891
Centurion Wealth Management
Virginia
$18.2M – – –
1C
1892
111 Capital
France
$18.1M -$401K -1,731 -2%
CFA
1893
Cahill Financial Advisors
Minnesota
$18.1M +$48K +207 +0.3%
CL
1894
CLG LLC
California
$18.1M -$2.83M -12,214 -13%
DI
1895
Diligent Investors
California
$18.1M -$368K -1,587 -2%
GP
1896
Guardian Partners
Canada
$18.1M -$654K -2,822 -3%
NFSG
1897
Newbridge Financial Services Group
Florida
$18.1M +$109K +470 +0.6%
TLCM
1898
Twin Lakes Capital Management
California
$18.1M -$172K -743 -0.9%
CCG
1899
Chatham Capital Group
Georgia
$18M -$140K -604 -0.7%
GFA
1900
Gifford Fong Associates
California
$18M – – –
74 75
76
77 78