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Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
2226
Single Point Partners
Massachusetts
$268K +$313K +944 New
GFS
2227
GYL Financial Synergies
Connecticut
$267K -$15.9K -48 -5%
RPCONE
2228
Retirement Planning Company of New England
Rhode Island
$267K – – –
CWM
2229
CCG Wealth Management
California
$266K -$5.97K -18 -2%
KCM
2230
Kanawha Capital Management
Virginia
$266K +$310K +936 New
FM
2231
Foster & Motley
Ohio
$265K -$1.66K -5 -0.5%
VDI
2232
Vaughan David Investments
Illinois
$265K +$309K +933 New
SPWG
2233
Sage Private Wealth Group
Illinois
$264K -$1.66K -5 -0.5%
CGA
2234
Crescent Grove Advisors
Illinois
$264K – – –
QC
2235
QCM Cayman
Texas
$264K +$307K +927 New
MCA
2236
MSH Capital Advisors
Arizona
$263K -$994 -3 -0.3%
FBC
2237
Fairfield, Bush & Co
Connecticut
$262K – – –
WAM
2238
Wolverine Asset Management
Illinois
$262K +$306K +924 New
TIS
2239
Tortoise Index Solutions
Kansas
$261K -$61.3K -185 -17%
SP
2240
Successful Portfolios
Florida
$261K -$5.97K -18 -2%
CIS
2241
Continental Investors Services
Washington
$261K – – –
EHWM
2242
Eads & Heald Wealth Management
Georgia
$260K – – –
CWM
2243
Cabot Wealth Management
Massachusetts
$258K +$5.97K +18 +2%
EWM
2244
Endowment Wealth Management
Wisconsin
$258K +$56.4K +170 +23%
WC
2245
Woodstock Corp
Massachusetts
$257K -$12.3K -37 -4%
BWM
2246
Baystate Wealth Management
Massachusetts
$257K – – –
GWM
2247
Gitterman Wealth Management
New Jersey
$257K +$299K +903 New
NGA
2248
Naples Global Advisors
Florida
$256K -$16.6K -50 -5%
CC
2249
Constitution Capital
Connecticut
$256K – – –
LA
2250
Lakeside Advisors
Washington
$256K – – –
88 89
90
91 92