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Name Holding Trade Value Shares
Change 		Change in
Stake
LWPC
2951
Legacy Wealth Partners (California)
California
$217K +$218K +794 New
MPPW
2952
Mitchell & Pahl Private Wealth
Oklahoma
$217K +$218K +794 New
FMI
2953
F/M Investments
District of Columbia
$217K +$218K +795 New
PCFFS
2954
Pacific Center for Financial Services
California
$216K +$27.4K +100 +14%
LFA
2955
Lighthouse Financial Advisors
Maryland
$216K +$218K +794 New
LIM
2956
Leavell Investment Management
Alabama
$213K -$12.3K -45 -5%
MAG
2957
Mayfair Advisory Group
Alabama
$213K +$274 +1 +0.1%
VCG
2958
Vantage Consulting Group
Virginia
$211K +$212K +772 New
SFWA
2959
Summit Financial Wealth Advisors
Louisiana
$210K -$239K -870 -52%
MAM
2960
McLean Asset Management
Virginia
$210K +$211K +768 New
BA
2961
BCM Advisors
Louisiana
$209K – – –
BWM
2962
Buckley Wealth Management
Nevada
$209K +$210K +765 New
NPF
2963
Norris Perne & French
Michigan
$209K +$210K +766 New
MCM
2964
Monarch Capital Management
Indiana
$208K -$13.7K -50 -6%
PFA
2965
Plotkin Financial Advisors
Maryland
$208K -$49.3K -180 -19%
UFA
2966
US Financial Advisors
Massachusetts
$207K +$208K +758 New
MCA
2967
Mercer Capital Advisers
New Jersey
$205K – – –
BJ
2968
Brouwer & Janachowski
California
$205K +$206K +750 New
EA
2969
Eclectic Associates
California
$205K +$206K +751 New
MA
2970
Modus Advisors
Minnesota
$205K +$206K +751 New
SFS
2971
Summit Financial Strategies
Ohio
$204K -$91.8K -335 -31%
HWMG
2972
Hurlow Wealth Management Group
Indiana
$204K +$205K +748 New
HAIM
2973
Hunter Associates Investment Management
Pennsylvania
$203K +$203K +742 New
PCMC
2974
Private Capital Management (Colorado)
Colorado
$202K +$203K +739 New
CFC
2975
Coyle Financial Counsel
Illinois
$202K +$203K +740 New
117 118
119
120 121