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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
2176
Independent Solutions Wealth Management
New York
$672K -$64.9K -236 -9%
OFG
2177
Oxford Financial Group
Indiana
$672K +$17.6K +64 +3%
SAG
2178
Spotlight Asset Group
Illinois
$671K -$9.62K -35 -1%
CPIG
2179
Chicago Partners Investment Group
Illinois
$670K -$62.1K -226 -9%
MCM
2180
McRae Capital Management
New Jersey
$665K -$248K -904 -27%
NVIM
2181
New Vernon Investment Management
Illinois
$664K – – –
WAAG
2182
Wealth Alliance Advisory Group
Kansas
$664K +$56.1K +204 +9%
ITIM
2183
Indiana Trust & Investment Management
Indiana
$661K -$10.4K -38 -2%
AFG
2184
Allegheny Financial Group
Pennsylvania
$661K +$684K +2,488 New
RAM
2185
Redmond Asset Management
Virginia
$660K -$42.6K -155 -6%
WG
2186
Winton Group
United Kingdom
$658K -$5.2M -18,901 -88%
WG
2187
Watchman Group
Texas
$658K – – –
MWC
2188
MBM Wealth Consultants
Missouri
$657K -$9.9K -36 -1%
COCM
2189
Charter Oak Capital Management
New Hampshire
$655K +$678K +2,467 New
FIM
2190
Fernwood Investment Management
Massachusetts
$654K – – –
EFSCE
2191
Enterprise Financial Services Corp (EFSC)
Missouri
$652K -$65.7K -239 -9%
CHA
2192
Carmichael Hill & Associates
Maryland
$652K +$20.6K +75 +3%
NAS
2193
Nicolet Advisory Services
Wisconsin
$652K +$55.8K +203 +9%
PCS
2194
Personal CFO Solutions
New Jersey
$651K +$6.32K +23 +0.9%
SQA
2195
Simon Quick Advisors
New Jersey
$651K +$223K +812 +50%
SAM
2196
Summit Asset Management
Tennessee
$647K +$10.4K +38 +2%
IA
2197
IFG Advisors
Missouri
$645K +$550 +2 +0.1%
SHWM
2198
Silicon Hills Wealth Management
Texas
$643K +$7.15K +26 +1%
PG
2199
Prostatis Group
Maryland
$643K +$31.1K +113 +5%
NWS
2200
Newport Wealth Strategies
California
$642K – – –
86 87
88
89 90