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Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
2951
McKinley Carter Wealth Services
West Virginia
$566K +$209K +4,660 +56%
SAG
2952
Spotlight Asset Group
Illinois
$565K -$16.6K -370 -3%
BAG
2953
Bridgewealth Advisory Group
California
$565K +$53.8K +1,200 +10%
OCM
2954
Octahedron Capital Management
California
$565K +$582K +13,000 New
EWM
2955
Elmwood Wealth Management
California
$565K – – –
GHA
2956
GW Henssler & Associates
Georgia
$563K -$4.03K -90 -0.7%
KWM
2957
KFG Wealth Management
Indiana
$563K +$36.7K +820 +7%
THWM
2958
Taylor Hoffman Wealth Management
Virginia
$562K – – –
FCM
2959
Family Capital Management
Michigan
$561K -$22K -490 -4%
WDA
2960
Wendell David Associates
New Hampshire
$561K +$202K +4,500 +54%
SFCL
2961
Strengthening Families & Communities LLC
Massachusetts
$560K -$85.6K -1,910 -13%
UWPG
2962
Ullmann Wealth Partners Group
Florida
$559K +$110K +2,450 +24%
CWA
2963
CJM Wealth Advisers
Virginia
$557K -$151K -3,360 -21%
SWRP
2964
Summit Wealth & Retirement Planning
California
$554K -$67.2K -1,500 -11%
PRS
2965
Pinkerton Retirement Specialists
Idaho
$553K +$228K +5,100 +67%
TNA
2966
True North Advisors
Texas
$552K -$10.8K -240 -2%
NAMM
2967
NorthStar Asset Management (Massachusetts)
Massachusetts
$549K – – –
HIGP
2968
Hill Investment Group Partners
Missouri
$549K +$565K +12,620 New
CWM
2969
Castle Wealth Management
Florida
$549K +$14.3K +320 +3%
SPW
2970
Sonoma Private Wealth
California
$548K -$19.3K -430 -3%
MSRI
2971
Michael S. Ryan Inc
New York
$546K – – –
EWM
2972
Evermay Wealth Management
Virginia
$546K -$15.7K -350 -3%
QAM
2973
Q3 Asset Management
Michigan
$545K -$49.3K -1,100 -8%
LSIA
2974
LaSalle St. Investment Advisors
Illinois
$544K +$32.7K +730 +6%
PVAMC
2975
PPS&V Asset Management Consultants
Michigan
$544K -$21.1K -470 -4%
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