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Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
3176
Legacy Wealth Planning
Nevada
$2.15M +$13.7K +47 +0.6%
SFG
3177
StrategIQ Financial Group
Indiana
$2.15M -$37.8K -130 -2%
CWM
3178
Cabot Wealth Management
Massachusetts
$2.14M +$191K +655 +9%
WWMSC
3179
Wagner Wealth Management (South Carolina)
South Carolina
$2.14M -$40.4K -139 -2%
OWA
3180
Outlook Wealth Advisors
Texas
$2.14M +$43.6K +150 +2%
OWA
3181
One Wealth Advisors
California
$2.14M +$559K +1,920 +34%
CCM
3182
Conway Capital Management
California
$2.14M – – –
MF
3183
Magnetar Financial
Illinois
$2.14M +$2.21M +7,582 New
BMCM
3184
Bryn Mawr Capital Management
Pennsylvania
$2.14M +$30K +103 +1%
BAM
3185
Baldrige Asset Management
Pennsylvania
$2.13M -$68.4K -235 -3%
FNBSF
3186
First National Bank Sioux Falls
South Dakota
$2.13M -$2.91K -10 -0.1%
LD
3187
Lipe & Dalton
New York
$2.13M -$14.5K -50 -0.7%
PFA
3188
Professional Financial Advisors
Nebraska
$2.13M -$19.5K -67 -0.9%
SFWC
3189
Strategic Family Wealth Counselors
New Jersey
$2.13M +$436K +1,500 +25%
ACP
3190
Aveo Capital Partners
Colorado
$2.12M +$345K +1,185 +19%
HC
3191
Hamilton Capital
Ohio
$2.12M +$831K +2,857 +61%
AC
3192
Aristides Capital
Kentucky
$2.12M – – –
CP
3193
Coho Partners
Pennsylvania
$2.11M -$87.3K -300 -4%
CG
3194
Corundum Group
Colorado
$2.11M -$205K -705 -9%
COCM
3195
Charter Oak Capital Management
New Hampshire
$2.11M +$25.3K +87 +1%
RTS
3196
Round Table Services
New Jersey
$2.11M +$224K +770 +11%
D
3197
Diversified
Delaware
$2.1M -$61.1K -210 -3%
FIM
3198
Fernwood Investment Management
Massachusetts
$2.1M +$11.3K +39 +0.5%
SFA
3199
Source Financial Advisors
New York
$2.09M +$11.9K +41 +0.6%
WGCA
3200
Wolf Group Capital Advisors
Virginia
$2.09M +$1.75M +6,012 +428%
126 127
128
129 130