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Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
3176
Single Point Partners
Massachusetts
$435K +$10.4K +32 +3%
CIM
3177
Catalyst Investment Management
New Hampshire
$435K +$25.4K +78 +7%
HI
3178
Hendershot Investments
Virginia
$435K -$48.8K -150 -11%
KFS
3179
Keynote Financial Services
Connecticut
$435K – – –
BCFD
3180
Boit C.F. David
$432K – – –
JFGLC
3181
Johnson Financial Group LLC (Colorado)
Colorado
$432K +$56K +172 +16%
AT
3182
Arlington Trust
Alabama
$431K – – –
TWM
3183
Tripletail Wealth Management
Florida
$431K +$27.3K +84 +7%
CGA
3184
Crescent Grove Advisors
Illinois
$431K +$9.43K +29 +2%
CWA
3185
Consilium Wealth Advisory
Texas
$431K +$7.81K +24 +2%
SL
3186
Salomon & Ludwin
Virginia
$431K +$100K +308 +33%
WLPWM
3187
Walled Lake Planning & Wealth Management
Illinois
$430K -$156K -481 -28%
AFP
3188
Advus Financial Partners
Florida
$430K +$397K +1,220 New
RCI
3189
RS Crum Inc
California
$430K – – –
RWC
3190
Rare Wolf Capital
Washington
$430K +$15K +46 +4%
SHJ
3191
Sharkey, Howes & Javer
Colorado
$430K +$1.63K +5 +0.4%
MWM
3192
Maimon Wealth Management
Israel
$429K +$11.1K +34 +3%
CWM
3193
Cranbrook Wealth Management
Michigan
$428K – – –
GFWA
3194
Grey Fox Wealth Advisors
Delaware
$428K -$56.9K -175 -13%
MFT
3195
Moisand Fitzgerald Tamayo
Florida
$428K +$976 +3 +0.2%
WF
3196
WealthPoint Financial
North Carolina
$427K -$11.7K -36 -3%
CI
3197
Chartist Inc
California
$427K -$8.46K -26 -2%
PWA
3198
Provenance Wealth Advisors
Florida
$427K +$67.7K +208 +21%
KA
3199
Kozak & Associates
Colorado
$427K -$30.6K -94 -7%
GRWP
3200
Green Ridge Wealth Planning
New Jersey
$427K -$61.2K -188 -13%
126 127
128
129 130