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Name Holding Trade Value Shares
Change 		Change in
Stake
RPG
4376
Resource Planning Group
Georgia
$393K -$11.2K -80 -3%
DP
4377
Denver PWM
Colorado
$392K -$92.1K -657 -20%
GRA
4378
Golden Road Advisors
Florida
$390K +$360K +2,567 New
MWPCG
4379
Measured Wealth Private Client Group
New Hampshire
$389K +$8.69K +62 +2%
CAM
4380
CPA Asset Management
Florida
$389K – – –
MAWAG
4381
Mid-American Wealth Advisory Group
Missouri
$389K -$5.19K -37 -1%
FEG
4382
Financial Enhancement Group
Indiana
$387K +$112K +802 +46%
MWM
4383
MBE Wealth Management
Wisconsin
$384K +$108K +767 +44%
DSN
4384
D. Scott Neal
Kentucky
$383K +$1.96K +14 +0.6%
GWI
4385
Grace & White Inc
New York
$383K -$70.1K -500 -17%
PPWM
4386
PFG Private Wealth Management
Florida
$383K -$14K -100 -4%
CCM
4387
Check Capital Management
California
$383K – – –
TCM
4388
Triumph Capital Management
Colorado
$383K -$841 -6 -0.2%
JGIA
4389
Jackson Grant Investment Advisers
Connecticut
$382K – – –
BFP
4390
Beacon Financial Planning
Massachusetts
$381K +$8.41K +60 +2%
SDJVC
4391
St. Denis J. Villere & Co
Louisiana
$380K – – –
DWMS
4392
Dominguez Wealth Management Solutions
Virginia
$380K +$86.9K +620 +33%
CC
4393
Capital Counsel
New York
$378K -$65.9K -470 -16%
SWRP
4394
Summit Wealth & Retirement Planning
California
$378K -$9.95K -71 -3%
CPM
4395
Connective Portfolio Management
New York
$377K -$659K -4,700 -65%
WIC
4396
Whitegate Investment Counselors
New Hampshire
$376K – – –
PWMA
4397
Pension & Wealth Management Advisors
Massachusetts
$375K +$39.8K +284 +13%
RWRC
4398
R.W. Roge & Company
New York
$375K – – –
TIA
4399
Tandem Investment Advisors
South Carolina
$374K -$68.3K -487 -17%
DI
4400
DAGCO Inc
Ohio
$374K -$543K -3,872 -61%
174 175
176
177 178