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Name Holding Trade Value Shares
Change 		Change in
Stake
NPF
2301
Norris Perne & French
Michigan
$602K +$436K +4,313 New
HAP
2302
Harbor Asset Planning
Massachusetts
$598K – – –
VPF
2303
Vantage Point Financial
Illinois
$596K +$432K +4,271 New
CAL
2304
Capital Analysts LLC
Pennsylvania
$595K -$14.8K -146 -3%
CCA
2305
Carrera Capital Advisors
Michigan
$594K +$430K +4,253 New
FCB
2306
First County Bank
Connecticut
$592K +$429K +4,241 New
SCM
2307
SCS Capital Management
Massachusetts
$592K -$997K -9,855 -70%
SO
2308
Sierra Ocean
California
$592K +$429K +4,238 New
PRRFG
2309
Paul R. Ried Financial Group
Washington
$592K +$428K +4,237 New
HWM
2310
Howard Wealth Management
Connecticut
$591K +$428K +4,236 New
KCIC
2311
Kuhn & Co Investment Counsel
Illinois
$591K +$428K +4,231 New
KFS
2312
Kurt F. Somerville
$589K +$427K +4,218 New
FPL
2313
Fortress Private Ledger
North Carolina
$587K +$425K +4,207 New
WCM
2314
Wealthcare Capital Management
Virginia
$587K +$425K +4,206 New
SP
2315
Stablepoint Partners
Massachusetts
$587K +$425K +4,203 New
ACG
2316
Allen Capital Group
Nebraska
$586K +$424K +4,195 New
HIF
2317
Hill Island Financial
Michigan
$584K -$122K -1,207 -22%
ONSWM
2318
Old North State Wealth Management
North Carolina
$583K +$422K +4,171 New
MTIM
2319
Marathon Trading Investment Management
Pennsylvania
$583K -$2.65M -26,247 -86%
SWM
2320
SHP Wealth Management
Massachusetts
$582K +$90.6K +896 +27%
PH
2321
Pinnacle Holdings
Oklahoma
$581K -$172K -1,704 -29%
PCI
2322
Planning Center Inc
Illinois
$580K +$420K +4,152 New
AL
2323
ADE LLC
Maryland
$579K +$420K +4,150 New
B
2324
Bensler
Washington
$579K +$419K +4,148 New
PFG
2325
Prosperity Financial Group
California
$579K +$419K +4,147 New
91 92
93
94 95