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Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
2251
Marks Group Wealth Management
Minnesota
$10.3M +$652K +3,875 +7%
IWA
2252
Inspirion Wealth Advisors
Illinois
$10.3M +$231K +1,373 +2%
RCS
2253
Retirement Capital Strategies
California
$10.3M +$4.17M +24,780 +68%
COI
2254
Connable Office Inc
Michigan
$10.3M +$127K +755 +1%
NC
2255
NovaPoint Capital
Georgia
$10.3M +$140K +831 +1%
TRIA
2256
Trail Ridge Investment Advisors
Colorado
$10.3M -$492K -2,928 -5%
WPWM
2257
Western Pacific Wealth Management
Illinois
$10.3M +$30.1K +179 +0.3%
AC
2258
Apella Capital
Connecticut
$10.3M +$1.84M +10,948 +23%
HC
2259
HNP Capital
New York
$10.2M -$139K -824 -1%
ABLA
2260
Alan B. Lancz & Associates
Ohio
$10.2M -$88.3K -525 -0.9%
SWA
2261
Sax Wealth Advisors
New Jersey
$10.2M -$1.42M -8,422 -13%
CC
2262
Constitution Capital
Connecticut
$10.2M +$1.58M +9,405 +19%
RFM
2263
Royal Fund Management
Florida
$10.2M +$124K +738 +1%
NWM
2264
NEIRG Wealth Management
Massachusetts
$10.2M -$314K -1,865 -3%
WWA
2265
WC Walker & Associates
California
$10.2M +$21.7K +129 +0.2%
VLKIM
2266
Van Lanschot Kempen Investment Management
Netherlands
$10.2M +$8.15M +48,458 +487%
LG
2267
Leuthold Group
Minnesota
$10.2M -$37.5K -223 -0.4%
VRM
2268
Vectors Research Management
New York
$10.2M -$194K -1,156 -2%
RPA
2269
Rock Point Advisors
Vermont
$10.2M -$1.79M -10,654 -15%
EF
2270
Exeter Financial
Arizona
$10.2M -$126K -750 -1%
LA
2271
Latitude Advisors
Florida
$10.1M +$2.9M +17,219 +42%
HFA
2272
HC Financial Advisors
California
$10.1M +$36.5K +217 +0.4%
AF
2273
Aldebaran Financial
$10.1M +$147K +876 +2%
CSB
2274
City State Bank
Iowa
$10.1M -$364K -2,167 -4%
IIC
2275
Integrated Investment Consultants
Michigan
$10.1M -$614K -3,653 -6%
89 90
91
92 93