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Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
3151
Kerr Financial Planning
California
$62.5K +$9.25K +105 +14%
KG
3152
Kilter Group
New York
$62.2K -$5.64K -64 -7%
HIC
3153
Hamrick Investment Counsel
Washington
$61.9K – – –
SIC
3154
SJS Investment Consulting
Ohio
$60.7K -$16.6K -189 -18%
CWM
3155
Consultiva Wealth Management
Puerto Rico
$60.7K – – –
BCWM
3156
Ball & Co Wealth Management
Tennessee
$59K -$18.3K -208 -20%
RCM
3157
Raleigh Capital Management
North Carolina
$58.3K -$396K -4,491 -85%
RWM
3158
Raffa Wealth Management
District of Columbia
$58K +$8.81K +100 +14%
BH
3159
Burk Holdings
Oklahoma
$57.8K -$264 -3 -0.4%
MFP
3160
Meramec Financial Planners
Missouri
$57.6K +$12.3K +140 +21%
MWM
3161
Mascoma Wealth Management
New Hampshire
$57.3K -$1.32K -15 -2%
PP
3162
PFS Partners
New Jersey
$56.4K – – –
BIAS
3163
Beacon Investment Advisory Services
New Jersey
$56.4K +$22.9K +260 +49%
SA
3164
Seneschal Advisors
Washington
$55.7K – – –
KLWA
3165
Kelly Lawrence W & Associates
California
$55.3K – – –
FPF
3166
First Pacific Financial
Washington
$54.3K -$29.1K -331 -30%
VWM
3167
Vermillion Wealth Management
Minnesota
$54K -$7.4K -84 -10%
MCA
3168
Maryland Capital Advisors
Maryland
$54K +$66.7K +757 New
ICM
3169
Islay Capital Management
Texas
$53.5K – – –
NL
3170
NorthAvenue LLC
Ohio
$51.4K – – –
SWAG
3171
Spectrum Wealth Advisory Group
California
$51.4K +$63.4K +720 New
VC
3172
Vestor Capital
Illinois
$51K -$115K -1,310 -59%
1GI
3173
180 GPS Investments
$50.3K +$62.1K +705 New
EWM
3174
Evolution Wealth Management
Florida
$50.2K +$21.5K +244 +53%
MHIP
3175
Mountain Hill Investment Partners
New Jersey
$50K +$17.6K +200 +40%
125 126
127
128 129