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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
3026
Parplus Partners
New York
$739K +$688K +4,685 New
EMB
3027
Elefante Mark B
$727K +$57.7K +393 +9%
HWM
3028
Howard Wealth Management
Connecticut
$727K +$678K +4,615 New
GI
3029
Glovista Investments
New Jersey
$725K +$73.5K +500 +12%
MWM
3030
Moulton Wealth Management
Washington
$725K +$671K +4,569 New
VBFP
3031
Valtinson Bruner Financial Planning
Minnesota
$721K -$52.2K -355 -7%
AAP
3032
Arax Advisory Partners
Colorado
$721K +$83K +565 +14%
AF
3033
Apexium Financial
Texas
$718K +$669K +4,552 New
TIA
3034
Traphagen Investment Advisors
New Jersey
$717K +$294 +2 +0%
LFA
3035
Lighthouse Financial Advisors
Maryland
$715K +$666K +4,536 New
WR
3036
Watson Rebecca
$714K +$665K +4,526 New
SPP
3037
Single Point Partners
Massachusetts
$713K +$687K +4,676 New
SLF
3038
Sun Life Financial
Ontario, Canada
$710K -$257K -1,748 -28%
TVAMP
3039
Tennessee Valley Asset Management Partners
Tennessee
$706K +$18.1K +123 +3%
EMFAT
3040
Emerald Mutual Fund Advisers Trust
Pennsylvania
$701K – – –
DSA
3041
Droms Strauss Advisors
Missouri
$699K +$204K +1,390 +46%
CPC
3042
Consolidated Planning Corp
Georgia
$698K +$651K +4,429 New
FPGK
3043
Financial Partners Group (Kansas)
Kansas
$697K +$17K +116 +3%
PPW
3044
Pasadena Private Wealth
California
$696K +$1.47K +10 +0.2%
DWA
3045
Dougherty Wealth Advisers
Minnesota
$695K – – –
NPPM
3046
North Point Portfolio Managers
Ohio
$690K -$8.08K -55 -1%
NCM
3047
New Capital Management
Texas
$688K -$4.55K -31 -0.7%
WWM
3048
WT Wealth Management
Arizona
$688K -$294 -2 -0%
CFO
3049
CVA Family Office
Colorado
$688K +$641K +4,361 New
PWM
3050
Paulson Wealth Management
Illinois
$687K -$68.2K -464 -10%
120 121
122
123 124