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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2226
Strategy Asset Managers
California
$268K +$312K +941 New
SPP
2227
Single Point Partners
Massachusetts
$268K +$313K +944 New
GFS
2228
GYL Financial Synergies
Connecticut
$267K -$15.9K -48 -5%
RPCONE
2229
Retirement Planning Company of New England
Rhode Island
$267K – – –
CWM
2230
CCG Wealth Management
California
$266K -$5.97K -18 -2%
KCM
2231
Kanawha Capital Management
Virginia
$266K +$310K +936 New
FM
2232
Foster & Motley
Ohio
$265K -$1.66K -5 -0.5%
VDI
2233
Vaughan David Investments
Illinois
$265K +$309K +933 New
SPWG
2234
Sage Private Wealth Group
Illinois
$264K -$1.66K -5 -0.5%
CGA
2235
Crescent Grove Advisors
Illinois
$264K – – –
QC
2236
QCM Cayman
Texas
$264K +$307K +927 New
MCA
2237
MSH Capital Advisors
Arizona
$263K -$994 -3 -0.3%
FBC
2238
Fairfield, Bush & Co
Connecticut
$262K – – –
WAM
2239
Wolverine Asset Management
Illinois
$262K +$306K +924 New
TIS
2240
Tortoise Index Solutions
Kansas
$261K -$61.3K -185 -17%
SP
2241
Successful Portfolios
Florida
$261K -$5.97K -18 -2%
CIS
2242
Continental Investors Services
Washington
$261K – – –
EHWM
2243
Eads & Heald Wealth Management
Georgia
$260K – – –
CWM
2244
Cabot Wealth Management
Massachusetts
$258K +$5.97K +18 +2%
EWM
2245
Endowment Wealth Management
Wisconsin
$258K +$56.4K +170 +23%
WC
2246
Woodstock Corp
Massachusetts
$257K -$12.3K -37 -4%
BWM
2247
Baystate Wealth Management
Massachusetts
$257K – – –
GWM
2248
Gitterman Wealth Management
New Jersey
$257K +$299K +903 New
NGA
2249
Naples Global Advisors
Florida
$256K -$16.6K -50 -5%
CC
2250
Constitution Capital
Connecticut
$256K – – –
88 89
90
91 92