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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2951
Poehling Capital Management
Wisconsin
$314K +$5.04K +14 +2%
IWS
2952
Insight Wealth Strategies
California
$314K +$15.1K +42 +5%
NIM
2953
NuWave Investment Management
New Jersey
$314K +$333K +925 New
RS
2954
Retirement Solution
Washington
$313K -$1.44K -4 -0.4%
TFM
2955
TFC Financial Management
Massachusetts
$313K – – –
AMG
2956
Asset Management Group
Connecticut
$311K – – –
BMCM
2957
Bryn Mawr Capital Management
Pennsylvania
$310K +$24.1K +67 +8%
SIG
2958
Sargent Investment Group
Maryland
$310K +$61.2K +170 +23%
AWM
2959
Accel Wealth Management
Iowa
$309K +$3.6K +10 +1%
VCG
2960
Vantage Consulting Group
Virginia
$308K -$164K -456 -33%
CFP
2961
Curran Financial Partners
South Carolina
$308K -$10.8K -30 -3%
FL
2962
Fort LP
Maryland
$307K -$367K -1,019 -53%
MAG
2963
MRA Advisory Group
New Jersey
$306K – – –
EWG
2964
Executive Wealth Group
Washington
$305K – – –
CCA
2965
Clearwater Capital Advisors
Illinois
$305K – – –
SAIG
2966
Semper Augustus Investments Group
Colorado
$305K – – –
PFA
2967
Pure Financial Advisors
California
$304K +$51.5K +143 +19%
RTS
2968
Round Table Services
New Jersey
$304K +$322K +895 New
BST
2969
Bath Savings Trust
Maine
$303K +$1.8K +5 +0.6%
SWG
2970
Summit Wealth Group
Vermont
$303K +$13K +36 +4%
JMFC
2971
J.M. Forbes & Co
Massachusetts
$302K +$3.6K +10 +1%
ERWM
2972
Elk River Wealth Management
Colorado
$300K -$15.8K -44 -5%
BFA
2973
Brendel Financial Advisors
New Hampshire
$299K +$76K +211 +31%
IP
2974
Investment Partners
Ohio
$298K – – –
CCFCSB
2975
Cape Cod Five Cents Savings Bank
Massachusetts
$298K +$6.48K +18 +2%
117 118
119
120 121