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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2576
Cahaba Wealth Management
Georgia
$233K +$31.5K +340 +15%
KLWA
2577
Kelly Lawrence W & Associates
California
$231K – – –
WFWM
2578
Wechter Feldman Wealth Management
New Jersey
$231K – – –
DLHL
2579
Donald L. Hagan LLC
Florida
$229K – – –
SSA
2580
South Street Advisors
New York
$229K – – –
OWM
2581
Orgel Wealth Management
Wisconsin
$229K +$26K +280 +12%
RBC
2582
Roble Belko & Company
Pennsylvania
$227K +$1.85K +20 +0.8%
PPW
2583
Pasadena Private Wealth
California
$227K +$243K +2,620 New
MCG
2584
MACRO Consulting Group
New Jersey
$224K -$24.1K -260 -9%
LC
2585
Landaas & Company
Wisconsin
$224K – – –
TIA
2586
Tandem Investment Advisors
South Carolina
$224K +$40.8K +440 +21%
WCWM
2587
Willow Creek Wealth Management
California
$224K +$239K +2,580 New
RWMH
2588
Riverpoint Wealth Management Holdings
Illinois
$222K – – –
HI
2589
Horizon Investments
North Carolina
$222K +$237K +2,560 New
DWA
2590
Dougherty Wealth Advisers
Minnesota
$220K -$14.8K -160 -6%
AMG
2591
Advisors Management Group
Wisconsin
$219K – – –
MIAS
2592
Mason Investment Advisory Services
Virginia
$217K – – –
PMG
2593
Private Management Group
California
$215K +$9.27K +100 +4%
SCA
2594
Sippican Capital Advisors
Massachusetts
$214K -$20.4K -220 -8%
SLWS
2595
Swaine & Leidel Wealth Services
Florida
$214K +$27.8K +300 +14%
HSWM
2596
Hubbell Strickland Wealth Management
Louisiana
$214K +$228K +2,460 New
JFM
2597
Jackson Financial Management
California
$214K +$228K +2,460 New
OFG
2598
Omega Financial Group
California
$214K +$228K +2,460 New
MFG
2599
Monte Financial Group
Connecticut
$212K – – –
PI
2600
Pachira Investments
California
$212K +$3.71K +40 +2%
102 103
104
105 106