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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2051
Hemington Wealth Management
Virginia
$560K -$65.9K -689 -10%
BWCS
2052
Beirne Wealth Consulting Services
Connecticut
$559K +$990K +10,347 New
TLCM
2053
Twin Lakes Capital Management
California
$559K -$279K -2,921 -31%
GG
2054
Gleason Group
Kentucky
$558K -$174K -1,821 -22%
BCP
2055
Berkeley Capital Partners
Georgia
$558K +$27.8K +291 +5%
SFG
2056
SNS Financial Group
Minnesota
$558K -$26.1K -273 -4%
AWP
2057
Accretive Wealth Partners
New Jersey
$557K +$20.2K +211 +3%
DIP
2058
Davis Investment Partners
North Carolina
$557K +$494K +5,170 New
EA
2059
Eclectic Associates
California
$557K +$65.8K +688 +12%
CBNLCF
2060
Cognios Beta Neutral Large Cap Fund
Kansas
$557K +$613K +6,406 New
MAWCM
2061
Mine & Arao Wealth Creation & Management
California
$555K -$176K -1,840 -22%
SFS
2062
Summit Financial Strategies
Ohio
$554K +$3.92K +41 +0.6%
NCM
2063
NCM Capital Management
New Jersey
$552K +$158K +1,647 +35%
HWM
2064
Hohimer Wealth Management
Washington
$551K +$607K +6,344 New
SWIM
2065
Smallwood Wealth Investment Management
New Jersey
$551K -$2.2K -23 -0.4%
BCG
2066
Breakwater Capital Group
New Jersey
$550K +$606K +6,336 New
VCM
2067
Viewpoint Capital Management
Washington
$550K +$23.9K +250 +4%
AC
2068
Avenir Corporation
Virginia
$549K -$5.45K -57 -0.9%
PSF
2069
Pacific Sun Financial
California
$549K +$28.4K +297 +5%
D
2070
Diversified
Delaware
$547K +$156K +1,631 +35%
RPCONE
2071
Retirement Planning Company of New England
Rhode Island
$546K -$39.4K -412 -6%
SEEDPG
2072
S.E.E.D. Planning Group
New York
$545K +$600K +6,273 New
TFS
2073
TrustCore Financial Services
Tennessee
$543K -$105K -1,099 -15%
IF
2074
Intrua Financial
Texas
$542K -$81.8K -855 -14%
CWM
2075
Curi Wealth Management
North Carolina
$542K -$74.8K -782 -11%
81 82
83
84 85