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Name Holding Trade Value Shares
Change 		Change in
Stake
PD
4451
Planning Directions
Pennsylvania
$1.37M +$16.6K +41 +1%
KFP
4452
Keener Financial Planning
Texas
$1.37M +$79.3K +196 +6%
DWA
4453
Dougherty Wealth Advisers
Minnesota
$1.37M -$385K -951 -23%
SMAM
4454
Sugar Maple Asset Management
Wisconsin
$1.37M +$1.32M +3,252 New
KWM
4455
Koa Wealth Management
California
$1.37M +$383K +947 +41%
MSWMA
4456
Market Street Wealth Management Advisors
Indiana
$1.37M -$10.9K -27 -0.8%
CMTU
4457
Capital Markets Trading (UK)
United Kingdom
$1.36M +$802K +1,982 +157%
CFGA
4458
Cambridge Financial Group (Arizona)
Arizona
$1.36M -$66K -163 -5%
IF
4459
Insight Folios
North Carolina
$1.36M +$160K +395 +14%
DWM
4460
Defined Wealth Management
Oregon
$1.36M – – –
NFG
4461
Northeast Financial Group
Pennsylvania
$1.36M +$50.6K +125 +4%
KCIC
4462
Kuhn & Co Investment Counsel
Illinois
$1.36M +$405 +1 +0%
DMBA
4463
Deseret Mutual Benefit Administrators
Utah
$1.36M -$73.7K -182 -5%
GWSA
4464
Global Wealth Strategies & Associates
Colorado
$1.36M +$44.9K +111 +4%
CKAIS
4465
Christensen King & Associates Investment Services
Washington
$1.36M -$26.3K -65 -2%
CPWM
4466
Cypress Point Wealth Management
Texas
$1.35M +$122K +301 +10%
MAP
4467
Moody Aldrich Partners
Massachusetts
$1.35M -$469K -1,158 -26%
CAM
4468
CPA Asset Management
Florida
$1.35M +$28.7K +71 +2%
HWM
4469
HighMark Wealth Management
Minnesota
$1.35M +$7.29K +18 +0.6%
AC
4470
AWM Capital
Arizona
$1.35M – – –
LI
4471
LVZ Inc
Michigan
$1.34M +$72.1K +178 +6%
MFA
4472
McClarren Financial Advisors
Pennsylvania
$1.34M +$2.02K +5 +0.2%
GF
4473
Gimbal Financial
Indiana
$1.34M -$215K -532 -14%
CIG
4474
Cairn Investment Group
Washington
$1.33M +$15K +37 +1%
ACH
4475
ArrowMark Colorado Holdings
Colorado
$1.33M – – –
177 178
179
180 181