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Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
4126
Measured Wealth Private Client Group
New Hampshire
$318K -$116K -862 -26%
SDJVC
4127
St. Denis J. Villere & Co
Louisiana
$318K – – –
NCG
4128
Newport Capital Group
New Jersey
$317K -$203K -1,517 -38%
RWRC
4129
R.W. Roge & Company
New York
$316K +$15.3K +114 +5%
KLI
4130
Kelman-Lazarov Inc
Tennessee
$316K +$6.43K +48 +2%
DWM
4131
Denver Wealth Management
Colorado
$316K -$24.3K -181 -7%
WIC
4132
Whitegate Investment Counselors
New Hampshire
$314K +$9.92K +74 +3%
MWM
4133
Maltin Wealth Management
New Jersey
$314K -$4.82K -36 -1%
SW
4134
Simplicity Wealth
New Jersey
$313K -$7.77K -58 -2%
PFG
4135
Pinnacle Financial Group
Illinois
$313K -$56.3K -420 -15%
IWP
4136
Innova Wealth Partners
Pennsylvania
$312K -$18.8K -140 -5%
SI
4137
Sprott Inc
Ontario, Canada
$311K – – –
BFP
4138
Beacon Financial Planning
Massachusetts
$311K -$18.9K -141 -5%
CEI
4139
Clark Estates Inc
New York
$310K – – –
DWA
4140
Dougherty Wealth Advisers
Minnesota
$310K – – –
SCM
4141
Stordahl Capital Management
Colorado
$310K +$24.8K +185 +8%
CSC
4142
Caldwell Sutter Capital
California
$310K +$88K +657 +37%
SEM
4143
Suncoast Equity Management
Florida
$309K -$24.9K -186 -7%
IWM
4144
Integris Wealth Management
California
$309K -$7.77K -58 -2%
SPA
4145
Sentinel Pension Advisors
Massachusetts
$308K +$78.9K +589 +32%
WMS
4146
Wealth Management Solutions
Pennsylvania
$308K -$26.8K -200 -8%
JBA
4147
Johnson Bixby & Associates
Washington
$307K -$77.7K -580 -19%
AW
4148
Apricus Wealth
South Carolina
$306K -$35.5K -265 -10%
CWA
4149
CM Wealth Advisors
Ohio
$306K -$444K -3,315 -61%
TFCP
4150
Twin Focus Capital Partners
Massachusetts
$306K -$554K -4,138 -63%
164 165
166
167 168