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Name Holding Trade Value Shares
Change 		Change in
Stake
VPP
4151
Vertex Planning Partners
Illinois
$849K -$834K -3,270 -53%
MWM
4152
McNaughton Wealth Management
California
$846K +$20.2K +79 +3%
SFG
4153
Sterling Financial Group
California
$844K – – –
MAM
4154
Marquette Asset Management
Minnesota
$840K – – –
CFP
4155
Curran Financial Partners
South Carolina
$839K +$6.12K +24 +0.8%
NRA
4156
NSI Retail Advisors
Pennsylvania
$837K – – –
CPCM
4157
Cardinal Point Capital Management
Ontario, Canada
$835K +$46.9K +184 +7%
CPWMP
4158
Cardinal Point Wealth Management Partners
California
$835K +$46.9K +184 +7%
HNWA
4159
Henrickson Nauta Wealth Advisors
Michigan
$835K +$9.18K +36 +1%
DWM
4160
Defined Wealth Management
Oregon
$835K +$255 +1 +0%
HP
4161
Hilltop Partners
Indiana
$835K +$1.02K +4 +0.1%
KLI
4162
Kelman-Lazarov Inc
Tennessee
$834K -$13.8K -54 -2%
LFA
4163
Lauterbach Financial Advisors
Texas
$833K – – –
FPIS
4164
Financial Planning & Information Services
Wisconsin
$833K – – –
SPI
4165
Sutton Place Investors
New York
$832K +$25K +98 +4%
GCM
4166
G2 Capital Management
Ohio
$830K +$15.8K +62 +2%
WEPOG
4167
Wealth Enhancement & Preservation of GA
Georgia
$829K +$1.79K +7 +0.2%
LGA
4168
Lebenthal Global Advisors
New York
$828K -$351K -1,376 -32%
WFA
4169
Websterrogers Financial Advisors
South Carolina
$826K -$8.67K -34 -1%
RA
4170
Riverstone Advisors
Texas
$823K -$14.3K -56 -2%
KIC
4171
Keating Investment Counselors
Florida
$823K -$310K -1,215 -30%
LWA
4172
Lowe Wealth Advisors
Maryland
$820K -$15.3K -60 -2%
ODFS
4173
O'Donnell Financial Services
California
$820K +$24K +94 +3%
CIG
4174
Cairn Investment Group
Washington
$818K -$112K -441 -13%
DI
4175
DDFG Inc
California
$818K -$5.36K -21 -0.7%
165 166
167
168 169