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Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
3151
Cooper/Haims Advisors
New York
$1.9M +$313K +1,348 +20%
ACWM
3152
Adams Chetwood Wealth Management
North Carolina
$1.89M -$168K -725 -8%
PWM
3153
Purus Wealth Management
California
$1.89M +$27.6K +119 +2%
CG
3154
Corundum Group
Colorado
$1.89M -$1.16K -5 -0.1%
VFPI
3155
Vantage Financial Partners (Illinois)
Illinois
$1.88M -$213K -919 -10%
WCM
3156
Washburn Capital Management
Florida
$1.88M -$130K -559 -7%
PWM
3157
Peterson Wealth Management
Nevada
$1.88M -$451K -1,945 -20%
WIC
3158
WealthBridge Investment Counsel
Alberta, Canada
$1.87M +$104K +450 +6%
BAM
3159
Baldrige Asset Management
Pennsylvania
$1.87M +$3.25K +14 +0.2%
DLG
3160
Daniel L. Goodwin
$1.87M +$37.1K +160 +2%
PWM
3161
PBMares Wealth Management
Virginia
$1.86M +$45.2K +195 +3%
PFA
3162
Pathway Financial Advisors
Vermont
$1.86M – – –
SAM
3163
Stewart Asset Management
New York
$1.86M -$261K -1,125 -13%
ACG
3164
Allen Capital Group
Nebraska
$1.85M -$91.2K -393 -5%
SFG
3165
StrategIQ Financial Group
Indiana
$1.85M +$232 +1 +0%
AFS
3166
Aft Forsyth & Sober
Florida
$1.85M +$1.23M +5,300 +208%
BMCM
3167
Bryn Mawr Capital Management
Pennsylvania
$1.84M +$42.5K +183 +2%
OBGC
3168
O'Brien Greene & Co
Pennsylvania
$1.84M -$29K -125 -2%
GIM
3169
Groesbeck Investment Management
New Jersey
$1.84M +$116K +500 +7%
FL
3170
Fort LP
Maryland
$1.83M +$4.41K +19 +0.2%
CCM
3171
Crew Capital Management
Ohio
$1.82M +$1.79M +7,735 New
JPG
3172
Jordan Park Group
California
$1.81M +$1.51M +6,518 +554%
EA
3173
Emerald Advisors
Washington
$1.8M +$14.4K +62 +0.8%
AWP
3174
Accretive Wealth Partners
New Jersey
$1.8M +$70.8K +305 +4%
SWRP
3175
Summit Wealth & Retirement Planning
California
$1.8M -$40.6K -175 -2%
125 126
127
128 129