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Name Holding Trade Value Shares
Change 		Change in
Stake
EPWM
3626
Essex Private Wealth Management
Massachusetts
$841K -$9.02K -31 -1%
KFS
3627
Kelly Financial Services
Massachusetts
$837K +$20.9K +72 +2%
MAM
3628
Marquette Asset Management
Minnesota
$827K +$5.53K +19 +0.7%
WF
3629
Whelan Financial
California
$822K +$848K +2,916 New
FFG
3630
Ford Financial Group
California
$820K -$87.3K -300 -9%
WWM
3631
WJ Wealth Management
Arizona
$819K +$72.7K +250 +9%
DWM
3632
Defined Wealth Management
Oregon
$816K +$4.95K +17 +0.6%
WCWM
3633
Willow Creek Wealth Management
California
$814K – – –
ODFS
3634
O'Donnell Financial Services
California
$809K +$835K +2,870 New
LRIC
3635
Long Road Investment Counsel
Michigan
$807K – – –
EGWAG
3636
Elwood & Goetz Wealth Advisory Group
Georgia
$806K +$102K +350 +14%
FEM
3637
Fulcrum Equity Management
Texas
$801K +$593K +2,039 +254%
HIM
3638
Hanlon Investment Management
New Jersey
$799K +$413K +1,420 +100%
HCP
3639
Holt Capital Partners
Texas
$798K – – –
WIC
3640
Wilkins Investment Counsel
Massachusetts
$796K – – –
TAIM
3641
TD Ameritrade Investment Management
Nebraska
$795K -$120K -414 -10%
LWA
3642
Lowe Wealth Advisors
Maryland
$795K – – –
NP
3643
Ninepoint Partners
Ontario, Canada
$792K – – –
CWM
3644
Comprehensive Wealth Management
Washington
$791K -$8.73K -30 -1%
CCM
3645
Chiron Capital Management
Florida
$791K +$14.5K +50 +2%
BWM
3646
Brickley Wealth Management
California
$789K +$21.8K +75 +3%
QTM
3647
qPULA Trading Management
New York
$789K +$815K +2,800 New
GKWIM
3648
Gerber Kawasaki Wealth & Investment Management
California
$787K -$26.3M -90,345 -99%
3F
3649
360 Financial
Minnesota
$785K -$87.3K -300 -10%
SAM
3650
Silphium Asset Management
United Kingdom
$785K +$544K +1,869 +204%
144 145
146
147 148