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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2301
WealthBridge Capital Management
Ohio
$326K +$16.3K +257 +5%
SAM
2302
Security Asset Management
New York
$326K +$26K +410 +9%
LCM
2303
Liberty Capital Management
Michigan
$325K – – –
LRWA
2304
Long Run Wealth Advisors
New York
$324K +$66.2K +1,044 +25%
TIM
2305
Total Investment Management
Arizona
$323K -$10.7K -169 -3%
CFG
2306
CMC Financial Group
Georgia
$323K – – –
AWC
2307
Abundance Wealth Counselors
Pennsylvania
$323K +$4.75K +75 +1%
CIM
2308
Chapman Investment Management
California
$322K – – –
PK
2309
Pflug Koory
Nebraska
$321K – – –
TP
2310
Tranquility Partners
Tennessee
$321K +$63 +1 +0%
WFA
2311
WMG Financial Advisors
Tennessee
$321K +$9.63K +152 +3%
T
2312
TCWP
Ohio
$320K -$697 -11 -0.2%
GKWIM
2313
Gerber Kawasaki Wealth & Investment Management
California
$320K +$13.6K +214 +5%
PSB
2314
Piscataqua Savings Bank
New Hampshire
$319K -$14.3K -226 -4%
PMG
2315
Private Management Group
California
$319K +$18.6K +294 +6%
HFA
2316
High Falls Advisors
New York
$318K +$63 +1 +0%
CS
2317
Cannell & Spears
New York
$318K +$20.2K +319 +7%
FM
2318
Foster & Motley
Ohio
$317K -$190 -3 -0.1%
DI
2319
Disciplined Investments
Oklahoma
$316K +$3.17K +50 +1%
PFP
2320
Paragon Financial Partners
California
$315K -$65.4K -1,031 -17%
CWM
2321
Concentric Wealth Management
California
$315K – – –
SLG
2322
Stanley-Laman Group
Pennsylvania
$315K – – –
TLFA
2323
True Link Financial Advisors
California
$315K – – –
NCM
2324
NCM Capital Management
New Jersey
$315K +$1.97K +31 +0.6%
EL
2325
ERN LLC
Delaware
$315K +$317K +5,000 New
91 92
93
94 95