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Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
4401
Pitti Group Wealth Management
New York
$1.31M -$211K -592 -15%
SWM
4402
SilverOak Wealth Management
Minnesota
$1.31M +$1.24M +3,473 New
DWA
4403
Delos Wealth Advisors
Texas
$1.3M -$166K -466 -12%
MWA
4404
Muirfield Wealth Advisors
North Carolina
$1.3M +$1.23M +3,455 New
KA
4405
Kooman & Associates
Pennsylvania
$1.3M -$6.41K -18 -0.5%
WFA
4406
Wade Financial Advisory
California
$1.3M -$49.8K -140 -4%
YCG
4407
Yeomans Consulting Group
Georgia
$1.3M +$1.23M +3,454 New
LWMNY
4408
Landmark Wealth Management (New York)
New York
$1.3M +$8.9K +25 +0.7%
ACM
4409
Armbruster Capital Management
New York
$1.3M -$23.1K -65 -2%
GWM
4410
Grand Wealth Management
Michigan
$1.29M +$214K +601 +21%
OAJ
4411
Ogorek Anthony Joseph
New York
$1.28M +$18.2K +51 +2%
APC
4412
Asset Planning Corporation
Tennessee
$1.28M +$3.56K +10 +0.3%
DMBA
4413
Deseret Mutual Benefit Administrators
Utah
$1.28M -$474K -1,333 -28%
AA
4414
AJ Advisors
Tennessee
$1.28M +$365K +1,025 +43%
HCA
4415
Heck Capital Advisors
Wisconsin
$1.28M -$110K -309 -8%
CFGA
4416
Cambridge Financial Group (Arizona)
Arizona
$1.28M +$1.21M +3,403 New
DM
4417
Diker Management
New York
$1.28M – – –
DF
4418
Dunhill Financial
United Kingdom
$1.27M -$204K -574 -15%
LSIA
4419
LaSalle St. Investment Advisors
Illinois
$1.27M +$108K +303 +10%
PWMG
4420
Private Wealth Management Group
New Jersey
$1.27M +$1.2M +3,372 New
SFP
4421
Sterling Financial Planning
New Jersey
$1.27M +$359K +1,008 +43%
SIC
4422
Schwartz Investment Counsel
Michigan
$1.26M – – –
VFP
4423
Verus Financial Partners
Virginia
$1.26M -$462K -1,298 -29%
SWM
4424
Shelton Wealth Management
Texas
$1.25M -$37.7K -106 -3%
CCM
4425
Colorado Capital Management
Colorado
$1.25M -$25.6K -72 -2%
175 176
177
178 179