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Name Holding Trade Value Shares
Change 		Change in
Stake
VCG
4126
Vantage Consulting Group
Virginia
$722K -$58.4K -180 -8%
BSWM
4127
Boston Standard Wealth Management
Massachusetts
$722K -$2.92K -9 -0.4%
MWM
4128
MBE Wealth Management
Wisconsin
$722K +$324 +1 +0%
SA
4129
Syntax Advisors
New York
$722K +$696K +2,147 New
CCM
4130
Carmel Capital Management
California
$721K +$695K +2,144 New
VT
4131
Vise Technologies
New York
$718K +$692K +2,134 New
PD
4132
Planning Directions
Pennsylvania
$717K +$973 +3 +0.1%
MFC
4133
Morris Financial Concepts
South Carolina
$716K +$691K +2,130 New
RGF
4134
Retirement Guys Formula
Ohio
$713K +$688K +2,121 New
TPW
4135
Tiller Private Wealth
Pennsylvania
$712K – – –
DWMG
4136
DB Wealth Management Group
California
$711K -$648 -2 -0.1%
PCI
4137
Planning Center Inc
Illinois
$710K +$734K +2,265 New
EW
4138
Element Wealth
Mississippi
$704K +$19.8K +61 +3%
HWM
4139
Holloway Wealth Management
Florida
$703K – – –
HWA
4140
Heartwood Wealth Advisors
Virginia
$703K +$172K +531 +34%
AC
4141
AlphaCore Capital
California
$699K -$65.5K -202 -9%
DC
4142
Defender Capital
North Carolina
$695K -$82.3K -254 -11%
KNFPWM
4143
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$693K +$669K +2,062 New
NWMG
4144
National Wealth Management Group
Ohio
$691K +$667K +2,056 New
AFIA
4145
America First Investment Advisors
Nebraska
$690K -$20.4K -63 -3%
SMG
4146
Smart Money Group
Texas
$689K +$69.1K +213 +12%
FCT
4147
Family Capital Trust
Massachusetts
$689K +$324K +998 +95%
IAG
4148
Investmark Advisory Group
Connecticut
$689K +$664K +2,049 New
MC
4149
Merlin Capital
Rhode Island
$689K +$665K +2,050 New
HCRE
4150
Hoya Capital Real Estate
Connecticut
$687K +$663K +2,044 New
164 165
166
167 168