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Name Holding Trade Value Shares
Change 		Change in
Stake
HIG
3576
Heritage Investment Group
Florida
$206K +$193K +1,234 New
WCM
3577
Westend Capital Management
California
$206K +$95K +607 +97%
BWM
3578
Buska Wealth Management
Wisconsin
$206K +$192K +1,229 New
WCF
3579
West Coast Financial
California
$205K +$192K +1,226 New
CWM
3580
Centricity Wealth Management
Ohio
$205K -$5.48K -35 -3%
WAC
3581
William Allan Corp
Colorado
$204K +$191K +1,222 New
CMAI
3582
Capital Management Associates Inc
Minnesota
$204K +$191K +1,222 New
KFA
3583
Kelleher Financial Advisors
New York
$204K +$191K +1,220 New
KCP
3584
Kera Capital Partners
California
$204K +$191K +1,220 New
HAG
3585
HF Advisory Group
Maryland
$204K +$191K +1,220 New
PFA
3586
Pinnacle Family Advisors
Missouri
$204K +$191K +1,219 New
HIF
3587
Hill Island Financial
Michigan
$204K -$36.8K -235 -16%
PFM
3588
Peak Financial Management
Massachusetts
$204K +$191K +1,217 New
TFA
3589
TPG Financial Advisors
Oregon
$203K +$190K +1,216 New
BBWP
3590
Beacon Bridge Wealth Partners
Pennsylvania
$203K +$190K +1,215 New
RMCM
3591
Reynders McVeigh Capital Management
Massachusetts
$203K -$31.3K -200 -14%
NCM
3592
Next Capital Management
New York
$203K -$143K -912 -43%
LRIA
3593
Leonard Rickey Investment Advisors
Washington
$203K -$2.19K -14 -0.9%
SA
3594
Stewardship Advisors
Pennsylvania
$203K +$190K +1,211 New
HAS
3595
Holland Advisory Services
Florida
$203K +$190K +1,211 New
HG
3596
Harbor Group
New Hampshire
$202K +$189K +1,210 New
AFA
3597
American Financial Advisors
Georgia
$202K +$189K +1,210 New
CWM
3598
Cahaba Wealth Management
Georgia
$202K +$189K +1,210 New
JCM
3599
Jag Capital Management
Missouri
$202K +$189K +1,209 New
GWM
3600
GoalFusion Wealth Management
Texas
$202K +$189K +1,209 New
142 143
144
145 146