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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
4251
Traub Capital Management
Massachusetts
$1.38M -$26.1K -150 -2%
SWM
4252
Shakespeare Wealth Management
Wisconsin
$1.38M +$54.6K +313 +4%
FCC
4253
Flower City Capital
New York
$1.37M – – –
IFPG
4254
Intrepid Financial Planning Group
Indiana
$1.37M +$145K +830 +13%
SFC
4255
Swisher Financial Concepts
Ohio
$1.37M +$94.6K +543 +8%
BWM
4256
Brickley Wealth Management
California
$1.37M +$321K +1,841 +33%
PPA
4257
Pacific Point Advisors
California
$1.37M +$59.1K +339 +5%
AMG
4258
Asset Management Group
Connecticut
$1.37M +$174 +1 +0%
KWM
4259
KW Wealth Management
California
$1.36M +$1.27M +7,305 New
PWM
4260
Parkshore Wealth Management
California
$1.36M +$41.5K +238 +3%
EAM
4261
Eschler Asset Management
United Kingdom
$1.36M +$317K +1,821 +33%
MPW
4262
MASECO Private Wealth
$1.36M – – –
MPIA
4263
Milestones Private Investment Advisors
New York
$1.36M -$10.3K -59 -0.8%
CCP
4264
Clarkston Capital Partners
Michigan
$1.35M +$80.5K +462 +7%
PIM
4265
Profit Investment Management
Maryland
$1.35M -$1.06M -6,073 -46%
NERM
4266
New England Research & Management
Illinois
$1.35M -$4.36K -25 -0.3%
PWA
4267
Phoenix Wealth Advisors
North Carolina
$1.35M +$14.3K +82 +1%
KW
4268
KWB Wealth
California
$1.35M -$11.5K -66 -0.8%
NCG
4269
Newport Capital Group
New Jersey
$1.35M -$13.1K -75 -1%
YCG
4270
Yeomans Consulting Group
Georgia
$1.34M +$331K +1,899 +36%
KFP
4271
Keener Financial Planning
Texas
$1.34M – – –
PWMG
4272
Private Wealth Management Group
New Jersey
$1.34M +$15K +86 +1%
LC
4273
Luminist Capital
Michigan
$1.34M +$58.4K +335 +5%
TWG
4274
The Wealth Group
Minnesota
$1.34M +$30.9K +177 +3%
SL
4275
SWMG LLC
Texas
$1.34M +$9.24K +53 +0.7%
169 170
171
172 173