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Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
1926
Breakwater Capital Group
New Jersey
$632K +$34.9K +368 +5%
HWM
1927
Hohimer Wealth Management
Washington
$631K -$8.34K -88 -1%
SFS
1928
Stiles Financial Services
Minnesota
$630K -$85.1K -898 -11%
LFA
1929
Legacy Financial Advisors
Kentucky
$629K +$93.7K +989 +16%
LG
1930
LaFleur & Godfrey
Michigan
$629K -$17.9K -189 -3%
MFT
1931
Moisand Fitzgerald Tamayo
Florida
$629K +$5.02K +53 +0.8%
FBB
1932
Fulton Breakefield Broenniman
Maryland
$628K +$21K +222 +3%
CPIG
1933
Chicago Partners Investment Group
Illinois
$627K +$21.1K +223 +3%
OFG
1934
Oxford Financial Group
Indiana
$627K +$113K +1,197 +21%
WAM
1935
WNY Asset Management
New York
$627K +$84K +887 +14%
JFGIW
1936
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$625K +$245K +2,581 +58%
AIM
1937
Avity Investment Management
Connecticut
$625K -$232K -2,449 -26%
9WM
1938
9258 Wealth Management
Ohio
$625K -$24.3K -257 -4%
JGGDR
1939
JGP Global Gestao de Recursos
Brazil
$625K -$104M -1,093,000 -99%
BSG
1940
Black Swift Group
Colorado
$625K – – –
FCB
1941
First Command Bank
Texas
$623K +$38.6K +408 +6%
FCFS
1942
First Command Financial Services
Texas
$623K +$38.6K +408 +6%
DBIA
1943
Dumont & Blake Investment Advisors
New Jersey
$623K -$17K -179 -3%
AWP
1944
Accretive Wealth Partners
New Jersey
$623K +$20.8K +220 +3%
PCG
1945
Prosperity Consulting Group
Maryland
$622K -$7.39K -78 -1%
IIC
1946
Integrated Investment Consultants
Michigan
$621K -$22.8K -241 -3%
PG
1947
Patten Group
Tennessee
$620K -$72.8K -768 -10%
WP
1948
WealthSpring Partners
California
$620K – – –
QWM
1949
QP Wealth Management
New Jersey
$619K +$74.3K +784 +13%
GFA
1950
Gallagher Fiduciary Advisors
Illinois
$617K -$173K -1,825 -21%
76 77
78
79 80