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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
3126
Horizon Wealth Management
Illinois
$233K +$31.5K +98 +15%
BCM
3127
Bourgeon Capital Management
Connecticut
$232K – – –
NFG
3128
Northeast Financial Group
Pennsylvania
$232K -$24.1K -75 -9%
CSIA
3129
Carl Stuart Investment Advisor
Texas
$231K – – –
FEG
3130
Financial Enhancement Group
Indiana
$231K +$6.75K +21 +3%
SWM
3131
Shelton Wealth Management
Texas
$231K +$643 +2 +0.3%
REMPR
3132
Roof Eidam Maycock Peralta (REMP)
California
$230K +$322 +1 +0.1%
ELI
3133
Empire Life Investments
Ontario, Canada
$230K -$13.2K -41 -5%
LIA
3134
LifePlan Investment Advisors
North Carolina
$229K +$243K +757 New
PFA
3135
Professional Financial Advisors
Nebraska
$228K – – –
NECFA
3136
New England Capital Financial Advisors
Connecticut
$227K +$322 +1 +0.1%
DPI
3137
Diversified Portfolios Inc
Michigan
$227K -$4.18K -13 -2%
CWM
3138
Castle Wealth Management
Florida
$226K -$9.97K -31 -4%
SA
3139
Syntax Advisors
New York
$226K -$23.5K -73 -9%
VCG
3140
Vantage Consulting Group
Virginia
$226K -$23.5K -73 -9%
AIA
3141
Armor Investment Advisors
North Carolina
$226K +$1.93K +6 +0.8%
APC
3142
Asset Planning Corporation
Tennessee
$225K -$12.2K -38 -5%
WAM
3143
WealthTrust Asset Management
Florida
$225K +$643 +2 +0.3%
SAM
3144
Smithbridge Asset Management
Pennsylvania
$225K – – –
MWP
3145
Meredith Wealth Planning
Illinois
$225K +$15.8K +49 +7%
LI
3146
Lafayette Investments
Maryland
$224K +$322 +1 +0.1%
WW
3147
Waterfront Wealth
Kansas
$223K – – –
MF
3148
Montis Financial
Massachusetts
$223K +$237K +738 New
OLVIG
3149
Oliver Lagore Vanvalin Investment Group
Michigan
$222K -$387K -1,203 -62%
OWM
3150
Opes Wealth Management
California
$222K +$9.97K +31 +4%
124 125
126
127 128