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Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
2301
Weaver Consulting Group
California
$304K -$43.9K -224 -11%
DW
2302
Domani Wealth
Pennsylvania
$304K – – –
PA
2303
PSI Advisors
Florida
$303K -$93K -475 -21%
WPA
2304
West Paces Advisors
Georgia
$303K -$35.4K -181 -9%
PW
2305
Peninsula Wealth
California
$302K -$6.85K -35 -2%
MIP
2306
Marietta Investment Partners
Wisconsin
$301K +$12.5K +64 +4%
NC
2307
NewSquare Capital
Pennsylvania
$301K +$253K +1,290 +250%
PAM
2308
Paradigm Asset Management
New York
$300K – – –
GAMC
2309
Garner Asset Management Corp
Texas
$300K +$65.2K +333 +23%
LFG
2310
Larson Financial Group
Missouri
$299K -$7.83K -40 -2%
GL
2311
Graypoint LLC
New York
$299K +$351K +1,793 New
OSAM
2312
O'Shaughnessy Asset Management
Connecticut
$298K -$467K -2,386 -57%
TCM
2313
Traynor Capital Management
Pennsylvania
$298K +$12.9K +66 +4%
GHA
2314
GW Henssler & Associates
Georgia
$296K -$31.7K -162 -8%
WCA
2315
Westover Capital Advisors
Delaware
$295K -$13.1K -67 -4%
LIA
2316
LBMC Investment Advisors
Tennessee
$294K -$97.9K -500 -22%
DACG
2317
Donor Advised Charitable Giving
California
$294K -$26.4K -135 -7%
NCM
2318
Nelson Capital Management
California
$294K +$8.81K +45 +3%
FAG
2319
Financial Advisory Group
Texas
$294K +$12.7K +65 +4%
LF
2320
LifeSteps Financial
California
$293K – – –
GBBWRPM
2321
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$293K +$19.6K +100 +6%
LSC
2322
Lesa Sroufe & Co
Washington
$292K – – –
FM
2323
Family Management
New York
$292K +$53.1K +271 +18%
HL
2324
HeadInvest LLC
Maine
$291K -$15.5K -79 -4%
TAM
2325
Townsend Asset Management
North Carolina
$291K – – –
91 92
93
94 95