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Name Holding Trade Value Shares
Change 		Change in
Stake
JTWM
3576
Jackson Thornton Wealth Management
Alabama
$207K -$13.6K -87 -5%
CFP
3577
Comprehensive Financial Planning
Pennsylvania
$207K +$1.25K +8 +0.7%
MWM
3578
Maripau Wealth Management
Indiana
$206K -$490K -3,131 -72%
HIG
3579
Heritage Investment Group
Florida
$206K +$193K +1,234 New
WCM
3580
Westend Capital Management
California
$206K +$95K +607 +97%
BWM
3581
Buska Wealth Management
Wisconsin
$206K +$192K +1,229 New
WCF
3582
West Coast Financial
California
$205K +$192K +1,226 New
CWM
3583
Centricity Wealth Management
Ohio
$205K -$5.48K -35 -3%
WAC
3584
William Allan Corp
Colorado
$204K +$191K +1,222 New
CMAI
3585
Capital Management Associates Inc
Minnesota
$204K +$191K +1,222 New
KFA
3586
Kelleher Financial Advisors
New York
$204K +$191K +1,220 New
KCP
3587
Kera Capital Partners
California
$204K +$191K +1,220 New
HAG
3588
HF Advisory Group
Maryland
$204K +$191K +1,220 New
PFA
3589
Pinnacle Family Advisors
Missouri
$204K +$191K +1,219 New
HIF
3590
Hill Island Financial
Michigan
$204K -$36.8K -235 -16%
PFM
3591
Peak Financial Management
Massachusetts
$204K +$191K +1,217 New
TFA
3592
TPG Financial Advisors
Oregon
$203K +$190K +1,216 New
BBWP
3593
Beacon Bridge Wealth Partners
Pennsylvania
$203K +$190K +1,215 New
RMCM
3594
Reynders McVeigh Capital Management
Massachusetts
$203K -$31.3K -200 -14%
NCM
3595
Next Capital Management
New York
$203K -$143K -912 -43%
LRIA
3596
Leonard Rickey Investment Advisors
Washington
$203K -$2.19K -14 -0.9%
SA
3597
Stewardship Advisors
Pennsylvania
$203K +$190K +1,211 New
HAS
3598
Holland Advisory Services
Florida
$203K +$190K +1,211 New
HG
3599
Harbor Group
New Hampshire
$202K +$189K +1,210 New
AFA
3600
American Financial Advisors
Georgia
$202K +$189K +1,210 New
142 143
144
145 146