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Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
2126
Financial Management Professionals
Texas
$132K +$4.37K +92 +4%
HT
2127
Heritage Trust
Oklahoma
$131K – – –
CL
2128
CSS LLC
Illinois
$130K +$119K +2,500 New
ECM
2129
EII Capital Management
New York
$128K +$117K +2,457 New
MWM
2130
MinichMacGregor Wealth Management
New York
$122K +$32.8K +691 +41%
LFG
2131
LifePlan Financial Group
Ohio
$121K +$111K +2,326 New
FGC
2132
Financial Gravity Companies
Texas
$120K -$46.4K -977 -30%
FGAM
2133
Financial Gravity Asset Management
Texas
$120K +$109K +2,296 New
MSA
2134
Marino Stram & Associates
Massachusetts
$118K -$15.2K -320 -12%
CM
2135
Castleark Management
Illinois
$115K -$26.6M -560,327 -100%
PCFFS
2136
Pacific Center for Financial Services
California
$115K – – –
TFO
2137
Tarbox Family Office
California
$114K +$16.8K +353 +19%
EWM
2138
Elmwood Wealth Management
California
$110K +$100K +2,105 New
DOA
2139
D'Orazio & Associates
Virginia
$108K +$5.56K +117 +6%
SIAS
2140
Shine Investment Advisory Services
Colorado
$106K – – –
RAM
2141
Riggs Asset Management
Pennsylvania
$105K – – –
AACR
2142
ACR Alpine Capital Research
Missouri
$104K -$3.47K -73 -4%
AIM
2143
Arcadia Investment Management
Michigan
$104K – – –
NWM
2144
Northwest Wealth Management
Iowa
$104K +$94.7K +1,993 New
FFW
2145
Fusion Family Wealth
New York
$103K – – –
LWA
2146
Lenox Wealth Advisors
New York
$102K +$83.6K +1,759 +916%
CFG
2147
CKW Financial Group
Hawaii
$101K – – –
WAM
2148
Watermark Asset Management
California
$97K – – –
HWP
2149
Hefty Wealth Partners
Indiana
$95K – – –
RCG
2150
Ruggie Capital Group
Florida
$95K +$475 +10 +0.6%
84 85
86
87 88