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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
2201
Sage Private Wealth Group
Illinois
$353K +$19.7K +57 +6%
MWM
2202
MBE Wealth Management
Wisconsin
$351K – – –
LD
2203
Lipe & Dalton
New York
$350K +$25.9K +75 +8%
SP
2204
Successful Portfolios
Florida
$350K +$129K +373 +62%
EC
2205
Enhancing Capital
Pennsylvania
$349K +$335K +970 New
NAS
2206
Nicolet Advisory Services
Wisconsin
$348K -$203K -586 -38%
DA
2207
DCM Advisors
New York
$348K +$18.7K +54 +6%
WH
2208
Willner & Heller
California
$347K +$345K +997 New
WCP
2209
Wick Capital Partners
Pennsylvania
$346K +$333K +962 New
TP
2210
Truvvo Partners
New York
$345K +$346 +1 +0.1%
TFA
2211
Tranquilli Financial Advisor
New Jersey
$345K +$37K +107 +13%
TFS
2212
TrustCore Financial Services
Tennessee
$344K -$415K -1,199 -56%
GWS
2213
Glassman Wealth Services
Virginia
$343K -$540K -1,561 -62%
SFO
2214
Standard Family Office
South Dakota
$342K +$329K +951 New
RCG
2215
Rock Creek Group
District of Columbia
$341K -$23.2K -67 -7%
GWCM
2216
Godshalk Welsh Capital Management
Pennsylvania
$341K – – –
KWA
2217
KCS Wealth Advisory
California
$341K +$328K +949 New
MFG
2218
Magnus Financial Group
New York
$340K +$8.99K +26 +3%
SSWM
2219
Sheets Smith Wealth Management
North Carolina
$340K +$328K +947 New
MCA
2220
Millennium Capital Advisors
Arkansas
$338K +$325K +941 New
DIP
2221
DT Investment Partners
Pennsylvania
$337K -$150K -435 -32%
FM
2222
Foster & Motley
Ohio
$337K +$23.9K +69 +8%
RPCONE
2223
Retirement Planning Company of New England
Rhode Island
$337K +$324K +938 New
ACP
2224
Aveo Capital Partners
Colorado
$336K -$41.5K -120 -11%
FPAS
2225
Focus Partners Advisor Solutions
Missouri
$334K +$322K +931 New
87 88
89
90 91