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Name Holding Trade Value Shares
Change 		Change in
Stake
VAMG
3101
Voisard Asset Management Group
Michigan
$310K +$15.1K +27 +5%
RPCONE
3102
Retirement Planning Company of New England
Rhode Island
$309K -$207K -370 -41%
OPCM
3103
Osborne Partners Capital Management
California
$309K +$1.12K +2 +0.4%
HWMO
3104
Heritage Wealth Management (Ohio)
Ohio
$308K -$6.71K -12 -2%
VFP
3105
Vilga Financial Planning
New Jersey
$308K +$301K +539 New
RIS
3106
Richmond Investment Services
Wisconsin
$308K -$21.8K -39 -7%
WC
3107
Weil Company
California
$307K -$300K -537 -50%
CWA
3108
Cura Wealth Advisors
Illinois
$307K +$76.6K +137 +34%
GWM
3109
Greenline Wealth Management
Florida
$307K +$300K +537 New
CA
3110
Clune & Associates
Illinois
$306K -$1.68K -3 -0.6%
TF
3111
Tenzing Financial
Virginia
$305K +$299K +535 New
NC
3112
NewSquare Capital
Pennsylvania
$305K -$59.8K -107 -17%
BC
3113
Barrett & Company
Rhode Island
$305K +$5.59K +10 +2%
VDI
3114
Vaughan David Investments
Illinois
$305K – – –
B
3115
Bellecapital
Switzerland
$305K +$299K +534 New
GRR
3116
Golden Reserve Retirement
Ohio
$305K +$299K +534 New
NWMG
3117
National Wealth Management Group
Ohio
$304K -$140K -250 -32%
RGC
3118
Roberts, Glore & Co
Illinois
$304K +$53.7K +96 +22%
OCM
3119
Osbon Capital Management
Massachusetts
$304K +$298K +533 New
CIC
3120
Chase Investment Counsel
Virginia
$304K -$299K -535 -50%
GMA
3121
Glassy Mountain Advisors
Maryland
$304K +$2.79K +5 +0.9%
KAM
3122
KEB Asset Management
Illinois
$303K +$297K +531 New
TCMP
3123
Thrive Capital Management (Pennsylvania)
Pennsylvania
$303K +$297K +531 New
ARC
3124
Advisor Resource Council
Texas
$303K +$305K +546 New
DWM
3125
Daner Wealth Management
Georgia
$303K +$23.5K +42 +8%
123 124
125
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