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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
2101
Spartan Planning & Wealth Management
North Carolina
$760K +$94.6K +1,251 +14%
KMWM
2102
Keudell/Morrison Wealth Management
Oregon
$760K -$22.7K -300 -3%
DIM
2103
Delta Investment Management
California
$759K +$302 +4 +0%
SWMG
2104
Sard Wealth Management Group
Georgia
$759K -$17.2K -227 -2%
WI
2105
Westbourne Investments
Virginia
$757K +$45.4K +600 +6%
CWM
2106
Connecticut Wealth Management
Connecticut
$754K +$39.5K +522 +6%
PWM
2107
Partners Wealth Management
California
$754K – – –
FDS
2108
First Dallas Securities
Texas
$753K -$37.8K -500 -5%
DCM
2109
DGS Capital Management
New Jersey
$753K +$213K +2,819 +40%
KCAM
2110
Kagan Cocozza Asset Management
New Jersey
$753K -$73.4K -971 -9%
HWMG
2111
Harbour Wealth Management Group
South Carolina
$752K +$748K +9,894 New
TNA
2112
True North Advisors
Texas
$751K -$38.9K -515 -5%
IRC
2113
Investors Research Corp
Georgia
$751K -$31.5K -417 -4%
OWP
2114
ORG Wealth Partners
Texas
$750K +$377K +4,987 +102%
SRIM
2115
Saratoga Research & Investment Management
California
$749K – – –
HP
2116
Holistic Planning
Texas
$748K -$14.3K -189 -2%
AAS
2117
Annex Advisory Services
Wisconsin
$748K +$23.9K +316 +3%
HCC
2118
Hirtle Callaghan & Co
Pennsylvania
$745K -$21.5K -285 -3%
MCP
2119
Miller Capital Partners
Michigan
$745K – – –
B
2120
Bayban
Minnesota
$745K +$128K +1,693 +21%
RFP
2121
Root Financial Partners
California
$745K +$46.1K +610 +7%
SIS
2122
Sound Income Strategies
Florida
$745K +$111K +1,473 +18%
RF
2123
Rossby Financial
Florida
$743K +$208K +2,746 +39%
EIP
2124
Ellis Investment Partners
Pennsylvania
$743K -$97.4K -1,288 -12%
QFA
2125
Quantum Financial Advisors
California
$742K +$10.4K +138 +1%
83 84
85
86 87