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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1726
Advance Capital Management
Michigan
$302K +$320K +5,010 New
FW
1727
FirstPurpose Wealth
Utah
$302K +$320K +5,010 New
WGCA
1728
Wolf Group Capital Advisors
Virginia
$302K +$320K +5,010 New
RMDI
1729
R.M. Davis Inc
Maine
$301K -$1.92K -30 -0.6%
AWM
1730
Aries Wealth Management
Maine
$301K – – –
AA
1731
Auxano Advisors
Washington
$301K +$47.9K +750 +18%
FH
1732
FWG Holdings
Florida
$301K +$75.4K +1,180 +19%
BWP
1733
BSW Wealth Partners
Colorado
$301K +$319K +4,990 New
SSG
1734
Summit Securities Group
New York
$301K +$319K +5,000 New
TWM
1735
Tradition Wealth Management
Minnesota
$300K +$1.28K +20 +0.4%
AG
1736
Appleton Group
Wisconsin
$298K -$123K -1,920 -28%
SWM
1737
Selective Wealth Management
Virginia
$298K – – –
PMFA
1738
Plante Moran Financial Advisors
Michigan
$298K +$201K +3,140 +174%
GPA
1739
Guidance Point Advisors
Massachusetts
$297K – – –
ICG
1740
InterOcean Capital Group
Tennessee
$296K -$133K -2,080 -30%
CFSG
1741
Community Financial Services Group
Vermont
$295K – – –
HR
1742
Howe & Rusling
New York
$295K – – –
CPA
1743
Cardiff Park Advisors
California
$295K +$313K +4,900 New
BPM
1744
Bowling Portfolio Management
Ohio
$293K +$63.9K +1,000 +26%
WAAG
1745
Wealth Alliance Advisory Group
Kansas
$293K +$311K +4,870 New
BWP
1746
Baldwin Wealth Partners
Massachusetts
$291K – – –
CFN
1747
Cordasco Financial Network
Florida
$290K – – –
VC
1748
Veracity Capital
Georgia
$290K +$3.83K +60 +1%
BFG
1749
Barber Financial Group
Kansas
$289K -$162K -2,530 -35%
TNA
1750
True North Advisors
Texas
$289K – – –
68 69
70
71 72