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Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
3726
Cornerstone Planning Group
New Jersey
$886K +$29.5K +292 +3%
MWM
3727
MorganRosel Wealth Management
Colorado
$886K +$9.1K +90 +1%
HFF
3728
Halter Ferguson Financial
Indiana
$884K -$5.68M -56,135 -89%
CWAF
3729
Core Wealth Advisors (Florida)
Florida
$884K +$130K +1,283 +22%
TA
3730
TrueWealth Advisors
Alabama
$884K +$101K +1,002 +16%
VPP
3731
Vertex Planning Partners
Illinois
$883K +$66.3K +656 +10%
ZIG
3732
Zuckerman Investment Group
Illinois
$881K +$265K +2,622 +58%
B
3733
Birchbrook
Maine
$875K +$630K +6,235 +734%
AC
3734
AWM Capital
Arizona
$872K +$457K +4,525 +179%
CCP
3735
Clarkston Capital Partners
Michigan
$870K -$115K -1,140 -14%
PSFG
3736
Prairie Sky Financial Group
Illinois
$870K +$64.7K +640 +10%
FFL
3737
Financial Freedom LLC
Ohio
$869K +$158K +1,566 +29%
BRA
3738
Biechele Royce Advisors
Indiana
$869K +$53.7K +531 +8%
LODC
3739
Lanham O'Dell & Company
West Virginia
$869K -$27.3K -270 -4%
RMAM
3740
Raab & Moskowitz Asset Management
New Jersey
$864K +$4.55K +45 +0.6%
BA
3741
Brightwater Advisory
Florida
$862K -$6.57K -65 -0.9%
CFP
3742
Curran Financial Partners
South Carolina
$861K +$6.37K +63 +0.9%
TAM
3743
Taurus Asset Management
New York
$861K +$1.01K +10 +0.1%
SWP
3744
ShoreHaven Wealth Partners
New Jersey
$861K +$243K +2,408 +53%
AWM
3745
Alterna Wealth Management
Texas
$860K -$244K -2,415 -26%
HDIM
3746
Hanson & Doremus Investment Management
Vermont
$859K +$96K +950 +16%
KWA
3747
Kellett Wealth Advisors
Ohio
$859K +$197K +1,950 +39%
CCA
3748
Carrera Capital Advisors
Michigan
$856K +$701K +6,930 New
MKC
3749
M. Kraus & Co
Vermont
$855K +$35.4K +350 +5%
PHS
3750
Pekin Hardy Strauss
Illinois
$853K +$122K +1,208 +21%
148 149
150
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