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Name Holding Trade Value Shares
Change 		Change in
Stake
GG
2101
GenWealth Group
New Jersey
$202K +$185K +3,897 New
NCM
2102
Northstar Capital Management
New York
$199K – – –
HFM
2103
Harvest Fund Management
China
$195K -$50.8K -1,068 -22%
GFP
2104
Gryphon Financial Partners
Ohio
$194K +$15.1K +318 +9%
KBFS
2105
Kohmann Bosshard Financial Services
Ohio
$191K +$174K +3,659 New
CAM
2106
ClariVest Asset Management
California
$189K +$171K +3,601 +15,004%
TCCM
2107
Timber Creek Capital Management
Massachusetts
$188K -$33.3K -700 -16%
SAS
2108
Stelac Advisory Services
New York
$187K +$171K +3,590 New
PFO
2109
Pathstone Family Office
New Jersey
$180K +$4.94K +104 +3%
ARMC
2110
American Research & Management Company
Massachusetts
$174K -$135K -2,838 -46%
CA
2111
Centerpoint Advisors
Massachusetts
$174K – – –
PWAG
2112
Polaris Wealth Advisory Group
California
$173K +$158K +3,328 New
WA
2113
Winfield Associates
Ohio
$168K -$72.9K -1,534 -32%
WPA
2114
West Paces Advisors
Georgia
$166K +$20.1K +424 +15%
DSN
2115
D. Scott Neal
Kentucky
$164K -$10.5K -220 -7%
BWL
2116
Bogart Wealth LLC
Virginia
$164K – – –
PS
2117
Portfolio Strategies
New York
$162K -$3.09K -65 -2%
ME
2118
McIlrath & Eck
Washington
$162K +$5.94K +125 +4%
PP
2119
PDS Planning
Ohio
$159K +$145K +3,044 New
WDL
2120
Well Done LLC
Michigan
$156K +$142K +2,995 New
MFT
2121
Moisand Fitzgerald Tamayo
Florida
$153K +$19.1K +401 +16%
SCA
2122
Stuart Chaussee & Associates
California
$151K – – –
NCM
2123
Nelson Capital Management
California
$146K – – –
BRC
2124
Bell Rock Capital
Delaware
$144K +$618 +13 +0.5%
PFA
2125
Pathway Financial Advisors
Vermont
$140K – – –
83 84
85
86 87