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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
3726
Curran Financial Partners
South Carolina
$630K +$55K +189 +9%
HC
3727
Hoese & Co
Minnesota
$629K – – –
PFA
3728
Plotkin Financial Advisors
Maryland
$626K – – –
PWS
3729
Private Wealth Strategies
Ohio
$622K +$61.1K +210 +11%
BFG
3730
Baron Financial Group
New Jersey
$622K -$14.3K -49 -2%
BA
3731
Bellwether Advisors
Nebraska
$619K +$154K +529 +32%
HA
3732
HC Advisors
Georgia
$618K +$2.62K +9 +0.4%
SFP
3733
Sterling Financial Planning
New Jersey
$616K +$160K +551 +34%
ST
3734
Sageworth Trust
Pennsylvania
$612K -$116K -400 -16%
BSWM
3735
Boston Standard Wealth Management
Massachusetts
$608K -$2.62K -9 -0.4%
RC
3736
Rovin Capital
Arizona
$607K +$65.5K +225 +12%
MWM
3737
MBE Wealth Management
Wisconsin
$605K +$12.2K +42 +2%
LGWM
3738
Litman Gregory Wealth Management
California
$604K +$355K +1,220 +132%
BWP
3739
Bernardo Wealth Planning
Pennsylvania
$603K +$15.7K +54 +3%
MFA
3740
McClarren Financial Advisors
Pennsylvania
$603K +$41K +141 +7%
FRM
3741
Fox Run Management
Connecticut
$601K +$620K +2,131 New
PD
3742
Planning Directions
Pennsylvania
$600K +$12.5K +43 +2%
RPSA
3743
Richard P. Slaughter Associates
Texas
$598K -$41.3K -142 -6%
AFIA
3744
America First Investment Advisors
Nebraska
$597K – – –
TPW
3745
Tiller Private Wealth
Pennsylvania
$597K +$15.7K +54 +3%
DWMG
3746
DB Wealth Management Group
California
$596K – – –
NI
3747
NFC Investments
Tennessee
$596K – – –
NEPPG
3748
New England Professional Planning Group
Rhode Island
$595K -$94.8K -326 -15%
HWM
3749
Holloway Wealth Management
Florida
$593K – – –
WRM
3750
Weybosset Research & Management
Rhode Island
$592K +$21.8K +75 +4%
148 149
150
151 152