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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
3901
Weik Capital Management
Pennsylvania
$679K +$10.1K +100 +2%
CMF
3902
Counterpoint Mutual Funds
California
$679K +$555K +5,493 New
FS
3903
Financial Symmetry
North Carolina
$677K +$81.7K +808 +17%
SPWM
3904
Schrum Private Wealth Management
Florida
$676K +$2.22K +22 +0.4%
TWA
3905
Tandem Wealth Advisors
Arizona
$675K -$19.2K -190 -3%
ECG
3906
EPIQ Capital Group
California
$673K +$177K +1,747 +47%
MWM
3907
Mittelman Wealth Management
Massachusetts
$672K +$101 +1 +0%
NCG
3908
Newport Capital Group
New Jersey
$671K +$549K +5,430 New
LAM
3909
LECAP Asset Management
United Kingdom
$669K -$1.39M -13,701 -72%
OAJ
3910
Ogorek Anthony Joseph
New York
$667K +$55.6K +550 +11%
WA
3911
Win Advisors
Florida
$666K +$31.7K +314 +6%
W
3912
WorthPointe
California
$664K +$124K +1,223 +29%
EFN
3913
Equita Financial Network
Pennsylvania
$663K +$138K +1,360 +34%
PRI
3914
Prepared Retirement Institute
Pennsylvania
$662K +$7.38K +73 +1%
WIC
3915
Wilkins Investment Counsel
Massachusetts
$662K – – –
DA
3916
Drake & Associates
Wisconsin
$662K -$2.54M -25,114 -82%
GGA
3917
Granite Group Advisors
Connecticut
$661K – – –
KFS
3918
Kelly Financial Services
Massachusetts
$661K +$85.5K +846 +19%
TFCP
3919
Twin Focus Capital Partners
Massachusetts
$660K +$113K +1,120 +27%
TWG
3920
The Wealth Group
Minnesota
$659K +$61.4K +607 +13%
PCMC
3921
Planning Capital Management Corporation
Pennsylvania
$659K +$14.7K +145 +3%
PMSA
3922
Patrick M. Sweeney & Associates
Illinois
$658K -$5.05K -50 -0.9%
SRWM
3923
Shira Ridge Wealth Management
California
$657K -$1.42K -14 -0.3%
CCM
3924
Colorado Capital Management
Colorado
$655K -$91.9K -909 -15%
DCM
3925
Davis Capital Management
Florida
$655K +$49.4K +489 +10%
155 156
157
158 159