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Name Holding Trade Value Shares
Change 		Change in
Stake
SGC
4251
Slocum, Gordon & Co
Rhode Island
$1.59M +$38.4K +108 +3%
PFC
4252
Phocas Financial Corp
California
$1.59M -$2.78M -7,824 -65%
HWMC
4253
Heritage Wealth Management (California)
California
$1.58M +$1.5M +4,211 New
DWA
4254
Dougherty Wealth Advisers
Minnesota
$1.58M -$23.8K -67 -2%
SPI
4255
Santori & Peters Inc
Pennsylvania
$1.58M +$356 +1 +0%
HA
4256
HFG Advisors
Ohio
$1.57M -$4.27K -12 -0.3%
RTL
4257
Red Tortoise LLC
Georgia
$1.57M +$356 +1 +0%
FWMM
4258
Foundation Wealth Management (Missouri)
Missouri
$1.57M -$138K -389 -9%
RCM
4259
RMR Capital Management
California
$1.57M +$1.48M +4,171 New
YWS
4260
Yarger Wealth Strategies
Ohio
$1.57M +$163K +457 +12%
EWM
4261
Endowment Wealth Management
Wisconsin
$1.57M +$586K +1,646 +65%
PCFFS
4262
Pacific Center for Financial Services
California
$1.57M -$27.1K -76 -2%
VBWMG
4263
Von Berge Wealth Management Group
California
$1.56M +$220K +619 +18%
SPP
4264
Single Point Partners
Massachusetts
$1.56M -$90.8K -255 -6%
MAM
4265
Milestone Asset Management
Pennsylvania
$1.56M +$95.4K +268 +7%
EMAM
4266
Encompass More Asset Management
California
$1.56M +$1.47M +4,138 New
PPW
4267
Pasadena Private Wealth
California
$1.55M +$49.1K +138 +3%
VFPI
4268
Vantage Financial Partners (Illinois)
Illinois
$1.55M +$142K +400 +11%
PIA
4269
Powell Investment Advisors
Florida
$1.55M +$19.9K +56 +1%
NWM
4270
Napa Wealth Management
California
$1.55M +$1.46M +4,115 New
PFM
4271
Phillips Financial Management
Indiana
$1.55M +$277K +778 +23%
PAG
4272
Paladin Advisory Group
Iowa
$1.55M -$187K -524 -11%
MPW
4273
MA Private Wealth
California
$1.54M – – –
CF
4274
Corrigan Financial
Rhode Island
$1.53M +$1.45M +4,072 New
SCM
4275
Saxony Capital Management
Missouri
$1.53M +$1.45M +4,068 New
169 170
171
172 173