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Name Holding Trade Value Shares
Change 		Change in
Stake
RMF
3001
Red Mountain Financial
Colorado
$544K – – –
PWA
3002
Pitcairn Wealth Advisors
Pennsylvania
$543K +$578K +1,578 New
PWM
3003
Platt Wealth Management
California
$543K +$578K +1,579 New
AWM
3004
Absher Wealth Management
North Carolina
$543K -$8.79K -24 -1%
FGC
3005
First Growth Capital
Maryland
$543K +$509K +1,389 New
HC
3006
Hara Capital
Washington
$542K – – –
BFWA
3007
Benchmark Financial Wealth Advisors
Florida
$542K -$28.2K -77 -5%
WRPWM
3008
Werba Rubin Papier Wealth Management
California
$541K +$57.5K +157 +11%
BBA
3009
Braun-Bostich & Associates
Pennsylvania
$541K -$24.2K -66 -4%
BLC
3010
Brown, Lisle/Cummings
Rhode Island
$541K – – –
HI
3011
Hoey Investments
Pennsylvania
$541K -$579K -1,582 -50%
SCM
3012
Sage Capital Management
New Jersey
$541K -$22.3K -61 -4%
MF
3013
Montis Financial
Massachusetts
$539K +$143K +390 +33%
PCM
3014
Princeton Capital Management
New Jersey
$539K +$4.39K +12 +0.8%
CFC
3015
Coyle Financial Counsel
Illinois
$536K +$40.3K +110 +8%
MSWA
3016
Marshall & Sterling Wealth Advisors
New York
$536K -$44.7K -122 -7%
BI
3017
Bolthouse Investments
California
$535K – – –
ZRP
3018
Zynergy Retirement Planning
New Jersey
$535K -$18.7K -51 -3%
DIM
3019
Delta Investment Management
California
$534K -$84.2K -230 -13%
HFS
3020
Heritage Financial Services
Massachusetts
$534K -$71.8K -196 -11%
WA1
3021
Wimmer Associates 1
California
$534K -$16.5K -45 -3%
PCM
3022
Payne Capital Management
New York
$533K +$5.13K +14 +0.9%
VH
3023
Visionary Horizons
Tennessee
$532K -$733 -2 -0.1%
BOSSRA
3024
B.O.S.S. Retirement Advisors
Utah
$531K +$231K +630 +69%
UPS
3025
UHLMANN PRICE SECURITIES
Illinois
$531K +$1.1K +3 +0.2%
119 120
121
122 123