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Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
1926
Asset Management Group
Connecticut
$890K +$4.64K +18 +0.6%
PMFA
1927
Plante Moran Financial Advisors
Michigan
$890K -$243K -943 -24%
RZH
1928
Relyea Zuckerberg Hanson
Connecticut
$890K +$199K +774 +34%
OCPWS
1929
One Charles Private Wealth Services
Massachusetts
$889K +$45.3K +176 +6%
CFFP
1930
Center for Financial Planning
Michigan
$889K +$24.5K +95 +3%
WKWM
1931
Walter & Keenan Wealth Management
Indiana
$888K -$174K -677 -18%
DW30
1932
Drucker Wealth 3.0
New Jersey
$887K +$239K +928 +44%
KLWA
1933
Kelly Lawrence W & Associates
California
$887K – – –
OPCM
1934
Osborne Partners Capital Management
California
$886K -$113K -439 -13%
LI
1935
LVZ Inc
Michigan
$885K – – –
AGP
1936
Autumn Glory Partners
Texas
$884K – – –
JWBC
1937
J.W. Burns & Co
New York
$883K -$11.6K -45 -1%
NWA
1938
Navis Wealth Advisors
New York
$882K – – –
ETS
1939
ESL Trust Services
New York
$880K -$7.73K -30 -1%
MTC
1940
McDaniel Terry & Co
Texas
$880K -$3.87K -15 -0.5%
SFGP
1941
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$880K +$5.93K +23 +0.8%
FH
1942
FWG Holdings
Florida
$879K +$35.3K +137 +4%
DOA
1943
D'Orazio & Associates
Virginia
$877K +$11.1K +43 +1%
WWM
1944
WJ Wealth Management
Arizona
$877K +$766K +2,974 New
EGA
1945
E&G Advisors
Texas
$875K -$51.5K -200 -6%
SAW
1946
Signal Advisors Wealth
Michigan
$874K +$213K +828 +39%
FSC
1947
Full Sail Capital
Oklahoma
$873K -$1.8K -7 -0.2%
NAS
1948
NWF Advisory Services
California
$872K -$3.61K -14 -0.5%
SFSG
1949
Sound Financial Strategies Group
Mississippi
$871K +$24.7K +96 +3%
RP
1950
Rowlandmiller & Partners
Georgia
$868K -$36.1K -140 -5%
76 77
78
79 80