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Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
3151
Nicholson Wealth Management Group
South Carolina
$233K +$232K +426 New
RCM
3152
RNC Capital Management
California
$233K -$10.9K -20 -4%
HCM
3153
Heathbridge Capital Management
Ontario, Canada
$233K -$27.2K -50 -11%
BC
3154
Brio Consultants
California
$233K +$231K +425 New
PWM
3155
Puff Wealth Management
New Jersey
$231K +$230K +422 New
ECM
3156
Exchange Capital Management
Michigan
$231K -$26.1K -48 -10%
BWA
3157
Brave Warrior Advisors
New York
$231K – – –
VDI
3158
Vaughan David Investments
Illinois
$231K +$2.72K +5 +1%
KL
3159
KWMG LLC
Kansas
$231K – – –
CHA
3160
Cooper/Haims Advisors
New York
$231K -$7.62K -14 -3%
KWA
3161
Kondo Wealth Advisors
California
$231K +$8.71K +16 +4%
PAM
3162
PCG Asset Management
New Jersey
$230K -$8.17K -15 -3%
AA
3163
Alesco Advisors
New York
$230K +$14.7K +27 +7%
HIS
3164
Horizon Investment Services
Indiana
$230K +$13.6K +25 +6%
NCM
3165
Novare Capital Management
North Carolina
$229K +$18.5K +34 +9%
CIA
3166
Cladis Investment Advisory
Montana
$229K -$21.8K -40 -9%
IHWM
3167
Iron Horse Wealth Management
Iowa
$229K +$7.62K +14 +3%
JBA
3168
Johnson Bixby & Associates
Washington
$229K – – –
YCG
3169
Yeomans Consulting Group
Georgia
$229K +$1.63K +3 +0.7%
CWM
3170
CCG Wealth Management
California
$229K +$9.8K +18 +5%
SFC
3171
Strategic Financial Concepts
Texas
$228K +$226K +416 New
ME
3172
McIlrath & Eck
Washington
$228K +$26.1K +48 +13%
FSA
3173
Financial Security Advisor
Virginia
$228K – – –
CWM
3174
Cabot Wealth Management
Massachusetts
$227K -$10.9K -20 -5%
IW
3175
Instrumental Wealth
Florida
$227K +$22.3K +41 +11%
125 126
127
128 129