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Name Holding Trade Value Shares
Change 		Change in
Stake
DLHL
2301
Donald L. Hagan LLC
Florida
$730K +$14.7K +130 +2%
HCA
2302
Heck Capital Advisors
Wisconsin
$730K +$37.3K +330 +6%
SPI
2303
Sutton Place Investors
New York
$730K +$121K +1,070 +24%
TPWA
2304
Twin Peaks Wealth Advisors
California
$729K -$165K -1,460 -20%
GPW
2305
Genesis Private Wealth
Virginia
$728K -$31.7K -280 -5%
BWP
2306
Bernardo Wealth Planning
Pennsylvania
$728K +$12.4K +110 +2%
AFM
2307
Aspetuck Financial Management
Connecticut
$727K – – –
CFFP
2308
Center for Financial Planning
Michigan
$727K – – –
LWM
2309
Laidlaw Wealth Management
New York
$726K -$31.7K -280 -5%
SFP
2310
Shepherd Financial Partners
Massachusetts
$724K +$267K +2,360 +77%
JWA
2311
JFS Wealth Advisors
Pennsylvania
$724K -$3.39K -30 -0.6%
USWIA
2312
UP Strategic Wealth Investment Advisors
Pennsylvania
$723K +$7.92K +70 +1%
FDCP
2313
Foster Dykema Cabot & Partners
Massachusetts
$723K – – –
PA
2314
Perennial Advisors
New York
$719K +$27.1K +240 +5%
CCWM
2315
Correct Capital Wealth Management
Missouri
$718K +$78K +690 +15%
BFA
2316
Bill Few Associates
Pennsylvania
$718K – – –
MLFP
2317
MPS Loria Financial Planners
Illinois
$718K – – –
SWP
2318
Summit Wealth Partners
Florida
$718K – – –
BST
2319
Bath Savings Trust
Maine
$716K +$67.8K +600 +13%
CWA
2320
Consilio Wealth Advisors
Washington
$716K +$21.5K +190 +4%
HTWM
2321
Hartmann Taylor Wealth Management
Texas
$715K -$167K -1,480 -22%
MPW
2322
Magnolia Private Wealth
Pennsylvania
$715K +$12.4K +110 +2%
SG
2323
Sienna Gestion
France
$714K – – –
DBRC
2324
D.B. Root & Company
Pennsylvania
$712K +$2.26K +20 +0.4%
4WM
2325
44 Wealth Management
Oregon
$712K +$4.52K +40 +0.8%
91 92
93
94 95