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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
3101
Albion Financial Group
Utah
$269K – – –
CA
3102
Calton & Associates
Florida
$268K -$101K -182 -28%
MSR
3103
Main Street Research
Connecticut
$268K -$112K -203 -30%
RPCA
3104
Running Point Capital Advisors
California
$267K -$553 -1 -0.2%
NCFG
3105
New Century Financial Group
New Jersey
$266K -$244K -442 -48%
AA
3106
Alesco Advisors
New York
$266K +$29.3K +53 +13%
BPW
3107
BLVD Private Wealth
Kentucky
$266K +$262K +473 New
FEG
3108
Financial Enhancement Group
Indiana
$266K +$3.87K +7 +1%
PWP
3109
Precedent Wealth Partners
Texas
$266K -$29.3K -53 -10%
MSWM
3110
McGlone Suttner Wealth Management
Wisconsin
$266K +$9.95K +18 +4%
VW
3111
Vance Wealth
California
$265K +$40.4K +73 +18%
FS
3112
Financial Symmetry
North Carolina
$264K -$14.4K -26 -5%
TBWA
3113
Three Bridge Wealth Advisors
California
$264K +$259K +469 New
RWA
3114
Rooted Wealth Advisors
Illinois
$263K – – –
CFC
3115
Coyle Financial Counsel
Illinois
$262K -$7.74K -14 -3%
DDPIC
3116
Deroy & Devereaux Private Investment Counsel
Michigan
$262K +$8.85K +16 +4%
DCA
3117
DSG Capital Advisors
Minnesota
$262K -$4.82M -8,718 -95%
MWM
3118
Mattern Wealth Management
Kansas
$261K – – –
LIA
3119
LifePlan Investment Advisors
North Carolina
$261K -$1.11K -2 -0.4%
VBWMG
3120
Von Berge Wealth Management Group
California
$261K +$553 +1 +0.2%
CPSC
3121
Carl P. Sherr & Co
Massachusetts
$260K – – –
CISOA
3122
Capital Investment Services of America
Wisconsin
$260K – – –
PWM
3123
Puff Wealth Management
New Jersey
$259K +$143M +258,289 +61,206%
CWM
3124
Castle Wealth Management
Florida
$258K -$2.21K -4 -0.9%
BSC
3125
Brown Shipley & Co
United Kingdom
$258K -$48.7K -88 -16%
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125
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