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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2351
Brown Capital Management
Maryland
$470K – – –
FDCC
2352
Foster Dykema Cabot & Co
Massachusetts
$470K – – –
OFG
2353
Oxford Financial Group
Indiana
$468K +$39.4K +689 +10%
ML
2354
Mayport LLC
Massachusetts
$468K +$422K +7,393 New
RWM
2355
RKL Wealth Management
Pennsylvania
$466K -$31K -542 -7%
SFG
2356
Sowa Financial Group
Rhode Island
$466K +$2.4K +42 +0.6%
NEPPG
2357
New England Professional Planning Group
Rhode Island
$465K +$182K +3,183 +73%
FP
2358
Financial Perspectives
Minnesota
$464K – – –
NAMP
2359
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$463K – – –
PPG
2360
Peak Planning Group
Colorado
$462K -$1.71K -30 -0.4%
SAM
2361
Satovsky Asset Management
New York
$462K +$2.57K +45 +0.6%
WCM
2362
Wedge Capital Management
North Carolina
$462K +$7.03K +123 +2%
MGWM
2363
Marks Group Wealth Management
Minnesota
$462K +$39.5K +692 +10%
WIP
2364
WealthCare Investment Partners
Rhode Island
$460K +$415K +7,258 New
MA
2365
Mosaic Advisors
Texas
$457K -$39.1K -685 -9%
MPPLM
2366
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$457K +$9.31K +163 +2%
HWM
2367
Horizon Wealth Management
Illinois
$457K +$412K +7,212 New
KLCM
2368
KG&L Capital Management
Louisiana
$455K +$39.1K +685 +11%
TP
2369
Tranquility Partners
Tennessee
$453K – – –
OWP
2370
Obermeyer Wealth Partners
Colorado
$452K -$46.2K -808 -10%
BMCM
2371
Bryn Mawr Capital Management
Pennsylvania
$452K +$34.2K +599 +9%
CF
2372
Clarity Financial
Texas
$451K +$406K +7,112 New
NCM
2373
NCM Capital Management
New Jersey
$451K +$406K +7,112 New
CMI
2374
Clare Market Investments
Texas
$450K -$46.3K -810 -10%
CIM
2375
Contravisory Investment Management
Massachusetts
$450K +$81.3K +1,423 +25%
93 94
95
96 97