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Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
2401
Renaissance Investment Group
Massachusetts
$207K – – –
SWA
2402
Sax Wealth Advisors
New Jersey
$207K +$208K +1,972 New
NFSG
2403
Newbridge Financial Services Group
Florida
$206K -$70.6K -669 -25%
VCM
2404
Vigilant Capital Management
Maine
$206K +$49.4K +468 +31%
KW
2405
KWB Wealth
California
$205K – – –
BI
2406
Blooom Inc
Kansas
$205K +$4.22K +40 +2%
KPWG
2407
KFA Private Wealth Group
Virginia
$205K +$207K +1,962 New
KWM
2408
Keebeck Wealth Management
Illinois
$204K -$992K -9,397 -83%
DGI
2409
Disciplined Growth Investors
Minnesota
$204K – – –
SM
2410
Sciencast Management
New Jersey
$204K +$208K +1,973 New
MF
2411
Manchester Financial
California
$203K -$5.81K -55 -3%
GWAG
2412
Garrett Wealth Advisory Group
Texas
$203K -$2.43K -23 -1%
BJ
2413
Brouwer & Janachowski
California
$203K – – –
KFS
2414
Kelly Financial Services
Massachusetts
$202K +$2.22K +21 +1%
SBF
2415
Sara-Bay Financial
Florida
$202K -$5.28K -50 -3%
HWMA
2416
Heritage Wealth Management (Arizona)
Arizona
$202K -$4.22K -40 -2%
LWP
2417
Legacy Wealth Planning
Nevada
$202K +$5.81K +55 +3%
EGM
2418
Engineers Gate Manager
New York
$202K +$204K +1,930 New
CBOR
2419
Community Bank of Raymore
Missouri
$201K – – –
NWM
2420
Northwest Wealth Management
Iowa
$201K +$203K +1,924 New
HFM
2421
Harvest Fund Management
China
$200K – – –
SHJ
2422
Sharkey, Howes & Javer
Colorado
$200K – – –
AWM
2423
AllSquare Wealth Management
New York
$199K – – –
AL
2424
ADE LLC
Maryland
$197K – – –
SFP
2425
Sterling Financial Planning
New Jersey
$196K -$40.6K -385 -17%
95 96
97
98 99