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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1676
Beacon Financial Advisory
Ohio
$335K +$35.8K +560 +11%
TAIM
1677
TD Ameritrade Investment Management
Nebraska
$335K +$241K +3,770 +211%
FBB
1678
Fulton Breakefield Broenniman
Maryland
$334K -$12.1K -190 -3%
MLFP
1679
MPS Loria Financial Planners
Illinois
$334K – – –
CC
1680
Commons Capital
Massachusetts
$334K +$354K +5,540 New
AL
1681
ACAS LLC
California
$333K – – –
CCM
1682
Carlson Capital Management
Minnesota
$333K +$23.6K +370 +7%
GA
1683
Geller Advisors
New York
$332K +$23.6K +370 +7%
KM
1684
Kalos Management
Georgia
$331K +$6.39K +100 +2%
AWM
1685
Aspire Wealth Management
Massachusetts
$330K +$350K +5,480 New
GPFA
1686
Game Plan Financial Advisors
Ohio
$325K – – –
BFWA
1687
Benchmark Financial Wealth Advisors
Florida
$325K +$12.8K +200 +4%
CT
1688
Cambridge Trust
Massachusetts
$325K +$20.4K +320 +6%
CWMGP
1689
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$324K +$344K +5,380 New
TI
1690
TTP Investments
California
$324K +$344K +5,380 New
LWP
1691
Legacy Wealth Planning
Nevada
$323K -$44.1K -690 -11%
CPWA
1692
Cerro Pacific Wealth Advisors
California
$323K +$1.92K +30 +0.6%
OWP
1693
Obermeyer Wealth Partners
Colorado
$323K +$20.4K +320 +6%
PCG
1694
Private Capital Group
Connecticut
$322K -$8.95K -140 -3%
PA
1695
PSI Advisors
Florida
$322K – – –
SSWM
1696
Smith Salley Wealth Management
North Carolina
$321K -$1.28K -20 -0.4%
FCB
1697
First Command Bank
Texas
$320K – – –
CA
1698
Cornerstone Advisory
Maryland
$320K +$339K +5,310 New
3F
1699
360 Financial
Minnesota
$319K – – –
FP
1700
Foundry Partners
Minnesota
$319K – – –
66 67
68
69 70