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Name Holding Trade Value Shares
Change 		Change in
Stake
CFC
3301
Coyle Financial Counsel
Illinois
$325K +$99.3K +652 +44%
SFP
3302
Sterling Financial Planning
New Jersey
$324K +$152 +1 +0%
MWMDPGFG
3303
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$324K +$324K +2,127 New
APW
3304
Aventura Private Wealth
Florida
$324K -$2.89K -19 -0.9%
NFA
3305
Northern Financial Advisors
Michigan
$323K -$350K -2,296 -52%
CFP
3306
Cascade Financial Partners
California
$323K +$69.5K +456 +27%
PAS
3307
PKS Advisory Services
New York
$323K -$101K -666 -24%
HG
3308
Harbor Group
New Hampshire
$322K +$322K +2,113 New
IGAM
3309
iA Global Asset Management
Quebec, Canada
$322K – – –
IWP
3310
Insight Wealth Partners
Texas
$322K -$88K -578 -21%
WCAMG
3311
Woodard & Company Asset Management Group
North Carolina
$322K -$5.63K -37 -2%
LFWA
3312
LiftPoint Family Wealth Advisors
New Jersey
$321K +$321K +2,109 New
VCM
3313
Vivaldi Capital Management
Illinois
$321K -$64.4K -423 -17%
HI
3314
Hoey Investments
Pennsylvania
$321K +$20K +131 +7%
BOSSRA
3315
B.O.S.S. Retirement Advisors
Utah
$321K -$24.7K -162 -7%
CCC
3316
Compass Capital Corp
Massachusetts
$321K +$50.7K +333 +23%
CWM
3317
Cedar Wealth Management
California
$321K – – –
PWP
3318
Parkwoods Wealth Partners
New York
$320K -$19.3K -127 -6%
JWM
3319
Jupiter Wealth Management
Colorado
$319K +$267K +1,750 New
AWA
3320
Argos Wealth Advisors
California
$319K +$319K +2,094 New
WA
3321
Winter & Associates
Minnesota
$318K +$318K +2,090 New
CBOR
3322
Community Bank of Raymore
Missouri
$318K – – –
OFW
3323
Omnia Family Wealth
Florida
$317K -$42.2K -277 -12%
JBA
3324
Johnson Bixby & Associates
Washington
$317K – – –
BIA
3325
BHK Investment Advisors
Alabama
$317K +$317K +2,082 New
131 132
133
134 135