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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2176
WealthPLAN Partners
Nebraska
$913K -$132K -446 -13%
FIM
2177
Freedom Investment Management
Connecticut
$904K +$289K +978 +51%
TWD
2178
True Wealth Design
Ohio
$900K -$5.91K -20 -0.7%
CGH
2179
CMG Global Holdings
Texas
$900K +$295 +1 +0%
ECM
2180
Elgethun Capital Management
South Dakota
$898K +$23.6K +80 +3%
CFP
2181
Catalyst Financial Partners
Massachusetts
$896K +$167K +566 +24%
FCA
2182
FLC Capital Advisors
California
$895K -$74.7K -253 -8%
AFAS
2183
Acorn Financial Advisory Services
Virginia
$893K +$295 +1 +0%
JLBC
2184
J.L. Bainbridge & Co
Florida
$891K -$94.8K -321 -10%
PCS
2185
Personal CFO Solutions
New Jersey
$889K +$4.14K +14 +0.5%
SCI
2186
Stableford Capital II
Arizona
$888K +$796K +2,695 New
PPWP
2187
Proquility Private Wealth Partners
Nevada
$887K -$1.77K -6 -0.2%
PG
2188
Patten Group
Tennessee
$885K +$5.61K +19 +0.7%
PHS
2189
Pekin Hardy Strauss
Illinois
$885K +$10.3K +35 +1%
MMM
2190
Mendel Money Management
Illinois
$885K +$30.4K +103 +4%
SIC
2191
Samalin Investment Counsel
New York
$884K +$219K +740 +35%
EFL
2192
ERn Financial LLC
Wisconsin
$884K +$24.8K +84 +3%
TWP
2193
Tempus Wealth Planning
California
$883K -$22.2K -75 -3%
RGC
2194
Roberts, Glore & Co
Illinois
$883K -$55.8K -189 -6%
MAM
2195
McLean Asset Management
Virginia
$880K +$6.5K +22 +0.8%
CA
2196
Centerpoint Advisors
Massachusetts
$877K +$121K +409 +17%
CS
2197
Cannell & Spears
New York
$873K +$96K +325 +13%
EFG
2198
Everhart Financial Group
Ohio
$872K +$129K +437 +18%
JCM
2199
Jacobsen Capital Management
Utah
$872K -$228K -773 -22%
SHFP
2200
Second Half Financial Partners
Florida
$870K +$567K +1,919 +218%
86 87
88
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