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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
651
Retirement Planning Company of New England
Rhode Island
$404K -$353 -9 -0.1%
PVM
652
Palogic Value Management
Texas
$402K – – –
WP
653
Wealthspan Partners
Iowa
$401K +$1.69K +43 +0.5%
MF
654
Manchester Financial
California
$400K +$196 +5 +0.1%
PCS
655
Personal CFO Solutions
New Jersey
$400K -$313K -7,981 -48%
CA
656
Crewe Advisors
Utah
$400K +$705 +18 +0.2%
LWM
657
Liberty Wealth Management
California
$399K +$51.3K +1,310 +18%
GI
658
GAMMA Investing
California
$399K +$73.7K +1,882 +29%
NWAG
659
Net Worth Advisory Group
Utah
$398K +$157 +4 +0%
WPC
660
Wedmont Private Capital
Pennsylvania
$398K -$5.72K -146 -2%
WA
661
WP Advisors
California
$396K +$3.21K +82 +1%
AAMC
662
Asset Allocation & Management Company
Illinois
$395K – – –
AF
663
Advisornet Financial
Minnesota
$393K -$18.5K -473 -5%
DJSG
664
D.J. St. Germain
Massachusetts
$393K – – –
RGC
665
Roberts, Glore & Co
Illinois
$393K -$78.4K -2,000 -19%
NSUP
666
NLB Skladi upravljanje premozenja
$392K +$56.8K +1,450 +21%
AW
667
Alteri Wealth
California
$391K -$55.7K -1,421 -15%
HCM
668
Howland Capital Management
Massachusetts
$391K – – –
TA
669
TrueWealth Advisors
Alabama
$391K -$192K -4,900 -37%
BFG
670
Berger Financial Group
Minnesota
$389K -$15.8K -404 -5%
CMMS
671
Comprehensive Money Management Services
Florida
$388K -$11.8K -300 -4%
ISL
672
Ingalls & Snyder LLC
New York
$388K -$34.3K -875 -10%
CT
673
Caldwell Trust
Florida
$388K – – –
SIC
674
Sigma Investment Counselors
Michigan
$387K – – –
LA
675
LVW Advisors
New York
$386K +$322K +8,220 New
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