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Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
2476
Private Portfolio Partners
New Jersey
$310K -$71.3K -745 -17%
WWG
2477
West Wealth Group
California
$309K -$2.2K -23 -0.6%
CFC
2478
Coyle Financial Counsel
Illinois
$309K -$13.9K -145 -4%
TFM
2479
TFC Financial Management
Massachusetts
$309K -$66.9K -699 -16%
ACP
2480
Aveo Capital Partners
Colorado
$308K +$49.8K +521 +17%
PWMG
2481
Provence Wealth Management Group
California
$307K +$338K +3,534 New
CHA
2482
Cooper/Haims Advisors
New York
$307K -$50.6K -529 -13%
EFM
2483
E Fund Management
China
$307K -$15.6K -163 -4%
FA
2484
Fermata Advisors
California
$306K -$20.3K -212 -6%
BP
2485
Broadleaf Partners
Ohio
$306K -$38.7K -405 -10%
RP
2486
Riverbridge Partners
Minnesota
$306K – – –
SG
2487
Sharper & Granite
California
$305K +$336K +3,510 New
MWA
2488
Meridian Wealth Advisors
Texas
$304K -$101K -1,060 -23%
IAA
2489
Independent Advisor Alliance
North Carolina
$303K -$167K -1,745 -3%
SI
2490
Saxon Interests
Texas
$302K -$3.06K -32 -1%
MCM
2491
McRae Capital Management
New Jersey
$302K -$57.4K -600 -15%
FPWM
2492
FSB Premier Wealth Management
Iowa
$301K +$49.6K +519 +18%
WDL
2493
Well Done LLC
Michigan
$300K +$113K +1,182 +46%
LIG
2494
Lokken Investment Group
Delaware
$300K +$330K +3,453 New
MGWM
2495
Marks Group Wealth Management
Minnesota
$300K +$8.99K +94 +3%
CT
2496
Clearstead Trust
Maine
$299K -$111K -1,158 -25%
BSI
2497
Bennett Selby Investments
Maine
$299K -$89K -930 -21%
NRI
2498
NFP Retirement Inc
California
$299K +$2.39K +25 +0.7%
MCM
2499
Marathon Capital Management
Maryland
$298K +$37.8K +395 +13%
CWP
2500
Core Wealth Partners
California
$298K +$359K +3,751 New
98 99
100
101 102