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Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
5001
Santori & Peters Inc
Pennsylvania
$505K – – –
PIM
5002
Parker Investment Management
California
$504K -$280K -1,371 -37%
CWA
5003
Continuum Wealth Advisors
New York
$504K +$7.16K +35 +2%
JFG
5004
JMG Financial Group
Illinois
$502K +$12.3K +60 +3%
MWC
5005
MKD Wealth Coaches
Michigan
$501K +$467K +2,284 New
TIA
5006
Tandem Investment Advisors
South Carolina
$500K -$76.1K -372 -14%
HFS
5007
Hopwood Financial Services
Virginia
$500K +$466K +2,278 New
SJGA
5008
Stephen J. Garry & Associates
New York
$500K – – –
FIC
5009
Family Investment Center
Missouri
$499K +$16K +78 +4%
AL
5010
ADE LLC
Maryland
$499K – – –
TCM
5011
Tuttle Capital Management
Connecticut
$498K +$119K +584 +35%
BPWM
5012
Black Point Wealth Management
Florida
$498K – – –
SG
5013
Stanich Group
New York
$498K +$464K +2,270 New
SA
5014
SoundView Advisors
Washington
$498K +$465K +2,274 New
CWMA
5015
Capstone Wealth Management (Alabama)
Alabama
$497K +$463K +2,264 New
GK
5016
Graney & King
New York
$495K +$462K +2,258 New
TVM
5017
True Vision MN
Minnesota
$495K +$1.43K +7 +0.3%
DWA
5018
Dougherty Wealth Advisers
Minnesota
$495K – – –
HEIP
5019
Hudson Edge Investment Partners
New Jersey
$493K -$156K -764 -25%
MAWAG
5020
Mid-American Wealth Advisory Group
Missouri
$489K +$52.8K +258 +13%
ODA
5021
One Degree Advisors
California
$488K +$115K +560 +36%
BSTWA
5022
Blake Schutter Theil Wealth Advisors
Ohio
$487K -$2.99M -14,599 -87%
RFP
5023
Roth Financial Partners
Texas
$487K – – –
LWA
5024
LifeGoal Wealth Advisors
New York
$486K +$453K +2,213 New
YWM
5025
Yardley Wealth Management
Pennsylvania
$485K +$168K +823 +55%
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201
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