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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2801
Reston Wealth Management
Virginia
$635K +$381K +3,000 +172%
HIS
2802
Harvest Investment Services
Illinois
$633K +$46.3K +365 +8%
MWM
2803
Mascoma Wealth Management
New Hampshire
$631K -$1.27K -10 -0.2%
EMFAT
2804
Emerald Mutual Fund Advisers Trust
Pennsylvania
$627K – – –
HFP
2805
Holistic Financial Partners
Indiana
$621K -$40.6K -320 -6%
KM
2806
Kalos Management
Georgia
$621K +$103K +811 +21%
PCM
2807
Penserra Capital Management
California
$613K -$1.52M -11,971 -72%
SCM
2808
SKBA Capital Management
California
$610K -$5.08K -40 -0.9%
PWM
2809
Paulson Wealth Management
Illinois
$609K -$1.02K -8 -0.2%
AWA
2810
Alaska Wealth Advisors
Alaska
$606K – – –
CWM
2811
Centric Wealth Management
Illinois
$599K -$197K -1,553 -26%
NPPM
2812
North Point Portfolio Managers
Ohio
$598K – – –
VFP
2813
Verus Financial Partners
Virginia
$598K +$22K +173 +4%
MLIC
2814
Mandatum Life Insurance Company
Finland
$595K – – –
AEPG
2815
American Economic Planning Group
New Jersey
$594K -$66K -520 -10%
PPW
2816
Pasadena Private Wealth
California
$593K -$1.78K -14 -0.3%
EA
2817
Elm Advisors
California
$593K – – –
XWM
2818
Xcel Wealth Management
Florida
$592K +$86.3K +680 +18%
FGAM
2819
Financial Gravity Asset Management
Texas
$591K +$278K +2,191 +99%
MWM
2820
MinichMacGregor Wealth Management
New York
$590K -$13.1K -103 -2%
SIM
2821
Sadoff Investment Management
Wisconsin
$589K +$5.71K +45 +1%
NCM
2822
New Capital Management
Texas
$586K +$1.78K +14 +0.3%
PWA
2823
Peterson Wealth Advisors
Utah
$584K -$31.6K -249 -5%
HCM
2824
Howard Capital Management
Georgia
$583K -$284K -2,240 -35%
FWSM
2825
First Wilshire Securities Management
California
$583K – – –
111 112
113
114 115