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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
2101
Wealth Group
North Carolina
$680K +$55.2K +967 +9%
ECG
2102
Edge Capital Group
Georgia
$679K +$2.97K +52 +0.5%
AFG
2103
Allegheny Financial Group
Pennsylvania
$679K -$45.2K -791 -6%
NERM
2104
New England Research & Management
Illinois
$679K -$221K -3,869 -25%
SCA
2105
Sulzberger Capital Advisors
Florida
$679K +$655K +11,464 New
WA
2106
Waddell & Associates
Tennessee
$679K +$89.4K +1,566 +16%
TCMG
2107
TSP Capital Management Group
New Jersey
$678K – – –
MPPLM
2108
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$677K -$326K -5,712 -33%
SLG
2109
Stanley-Laman Group
Pennsylvania
$676K +$98.3K +1,722 +18%
AIC
2110
Archer Investment Corporation
Indiana
$674K +$114 +2 +0%
SAM
2111
Seelaus Asset Management
New Jersey
$672K +$5.71K +100 +0.9%
GEA
2112
Glen Eagle Advisors
New Jersey
$670K -$3.94K -69 -0.6%
SIG
2113
Sky Investment Group
Connecticut
$669K – – –
TC
2114
Trust Company
Kansas
$669K -$164K -2,876 -20%
PCH
2115
PGIM Custom Harvest
New Jersey
$668K -$118K -2,062 -15%
WF
2116
Wayfinding Financial
Washington
$668K +$18.4K +323 +3%
NRC
2117
New Republic Capital
North Carolina
$668K +$48.1K +842 +8%
CFS
2118
CRA Financial Services
New Jersey
$668K +$12.3K +216 +2%
CFFP
2119
Center for Financial Planning
Michigan
$668K -$11.4K -199 -2%
BAM
2120
Bellevue Asset Management
Washington
$667K -$35K -613 -5%
RIP
2121
Reliant Investment Partners
North Carolina
$667K +$644K +11,268 New
ACA
2122
Anchor Capital Advisors
Massachusetts
$666K -$2.43M -42,490 -79%
MAWA
2123
Moss Adams Wealth Advisors
Washington
$665K +$67.1K +1,175 +12%
TWA
2124
TCI Wealth Advisors
Arizona
$665K +$12.2K +213 +2%
LSPW
2125
Lake Street Private Wealth
Illinois
$664K -$60.7K -1,063 -9%
83 84
85
86 87