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Name Holding Trade Value Shares
Change 		Change in
Stake
PD
1876
Planning Directions
Pennsylvania
$301K +$13.5K +100 +5%
APWM
1877
Atlas Private Wealth Management
New York
$300K -$13.3K -99 -5%
VCM
1878
Versant Capital Management
Arizona
$300K -$6.59K -49 -2%
VCG
1879
Vantage Consulting Group
Virginia
$300K +$261K +1,939 New
ESCM
1880
Echo Street Capital Management
New York
$299K -$254K -1,885 -49%
CCC
1881
Chelsea Counsel Company
California
$299K – – –
WCWM
1882
Willow Creek Wealth Management
California
$298K – – –
ODG
1883
O'Dell Group
Ohio
$297K -$4.17K -31 -2%
SMFG
1884
Sumitomo Mitsui Financial Group
Japan
$297K +$239K +1,776 +1,377%
CBTWT
1885
Community Bank & Trust (Waco, Texas)
Texas
$295K -$75K -557 -3%
RWMH
1886
Riverpoint Wealth Management Holdings
Illinois
$295K +$257K +1,907 New
RWB
1887
RMR Wealth Builders
New Jersey
$294K -$10.8K -80 -4%
GCMG
1888
Gyroscope Capital Management Group
Florida
$294K – – –
BWG
1889
Beta Wealth Group
California
$294K +$256K +1,900 New
LIA
1890
LBMC Investment Advisors
Tennessee
$293K +$255K +1,895 New
BBA
1891
BLB&B Advisors
Pennsylvania
$292K +$5.38K +40 +2%
DAM
1892
Deltec Asset Management
New York
$291K -$1.14M -8,500 -82%
ACM
1893
Allred Capital Management
Texas
$291K -$189K -1,403 -43%
FFWA
1894
FRG Family Wealth Advisors
Washington
$291K – – –
QCM
1895
Quest Capital Management
Texas
$290K +$6.33K +47 +3%
FA
1896
Financial Advisors
Massachusetts
$289K – – –
WDG
1897
Wealth Dimensions Group
Ohio
$289K +$8.88K +66 +4%
IWA
1898
IBEX Wealth Advisors
New Jersey
$289K +$252K +1,869 New
PBO
1899
Peoples Bank (Ohio)
Ohio
$287K +$3.9K +29 +2%
XSC
1900
X-Square Capital
Puerto Rico
$287K +$16.1K +120 +7%
74 75
76
77 78