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Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
2801
Zhang Financial
Michigan
$301K +$1.62K +9 +0.5%
CWM
2802
Curi Wealth Management
North Carolina
$301K +$24.3K +135 +9%
GCMG
2803
Gyroscope Capital Management Group
Florida
$299K +$18K +100 +6%
ACP
2804
Aveo Capital Partners
Colorado
$299K +$20.3K +113 +7%
CFS
2805
Cannon Financial Strategists
Georgia
$299K – – –
CG
2806
Cutler Group
California
$298K +$306K +1,700 New
CCM
2807
Cribstone Capital Management
Maine
$296K +$22.7K +126 +8%
CWM
2808
Campbell Wealth Management
Virginia
$296K +$303K +1,686 New
NWS
2809
Newport Wealth Strategies
California
$295K +$27K +150 +10%
MWP
2810
Madison Wealth Partners
Wisconsin
$295K +$38.1K +212 +14%
GC
2811
Gratus Capital
Georgia
$294K -$1.45M -8,066 -83%
AG
2812
Appleton Group
Wisconsin
$294K -$111K -618 -27%
HFG
2813
Heron Financial Group
New York
$294K -$2.7K -15 -0.9%
JBA
2814
Johnson Bixby & Associates
Washington
$294K – – –
GWM
2815
Gitterman Wealth Management
New Jersey
$292K +$30.8K +171 +11%
FRA
2816
Frank Rimerman Advisors
California
$292K – – –
NFG
2817
Norris Financial Group
South Carolina
$292K -$13.7K -76 -4%
AWM
2818
AllSquare Wealth Management
New York
$291K -$89.9K -500 -23%
TF
2819
TimeScale Financial
Massachusetts
$290K +$540 +3 +0.2%
FVWA
2820
Foster Victor Wealth Advisors
South Carolina
$290K +$63.5K +353 +27%
RWA
2821
Redhawk Wealth Advisors
Minnesota
$289K -$21.2K -118 -7%
VFIC
2822
Valley Forge Investment Consultants
Pennsylvania
$289K +$6.65K +37 +2%
DJYG
2823
David J. Yvars Group
Florida
$289K +$9.89K +55 +3%
FI
2824
FormulaFolio Investments
Michigan
$288K – – –
SL
2825
Salomon & Ludwin
Virginia
$288K +$295K +1,638 New
111 112
113
114 115