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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
3176
Financial Perspectives
Minnesota
$281K -$21.1K -284 -7%
CWM
3177
Cherrydale Wealth Management
New Jersey
$280K +$1.63K +22 +0.6%
SWK
3178
Stephen W. Kidder
$280K -$18.6K -250 -6%
DQRIM
3179
Dale Q Rice Investment Management
Washington
$280K – – –
TCG
3180
Transcendent Capital Group
Oklahoma
$279K +$74 +1 +0%
LIA
3181
LifePlan Investment Advisors
North Carolina
$277K -$22.6K -305 -8%
CWM
3182
Concentrum Wealth Management
California
$277K +$267K +3,598 New
KFS
3183
Kelly Financial Services
Massachusetts
$277K -$16.1K -217 -6%
AA
3184
Acorns Advisers
California
$277K +$33.2K +448 +14%
NWA
3185
New World Advisors
Massachusetts
$277K +$19.9K +268 +8%
GWM
3186
GDS Wealth Management
Texas
$277K -$3.71K -50 -1%
PTFIS
3187
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$276K +$266K +3,587 New
HWM
3188
Horizon Wealth Management
Illinois
$276K +$223 +3 +0.1%
HFP
3189
Holistic Financial Partners
Indiana
$275K +$4.53K +61 +2%
BWFA
3190
Baltimore-Washington Financial Advisors
Maryland
$275K +$16K +216 +6%
MFS
3191
McNamara Financial Services
Massachusetts
$275K +$4.9K +66 +2%
JLBC
3192
J.L. Bainbridge & Co
Florida
$275K +$74 +1 +0%
VST
3193
Van Strum & Towne
California
$275K -$26.7K -360 -9%
PCS
3194
Private Client Services
Kentucky
$274K -$12.6K -170 -5%
CRWM
3195
Castle Rock Wealth Management
California
$274K +$5.79K +78 +2%
HWMG
3196
Hurlow Wealth Management Group
Indiana
$274K -$63.4K -855 -19%
BWM
3197
Birchcreek Wealth Management
Ohio
$274K +$5.42K +73 +2%
CCM
3198
CFO Capital Management
Connecticut
$273K +$263K +3,548 New
SIS
3199
Strategic Investment Solutions
Illinois
$273K +$204K +2,752 +347%
SWM
3200
Shakespeare Wealth Management
Wisconsin
$273K +$30.6K +413 +13%
126 127
128
129 130