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Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
4376
Whetstone Capital Advisors
Kansas
$1.94M +$2M +9,710 New
WF
4377
WealthPoint Financial
North Carolina
$1.94M +$23.2K +113 +1%
MWM
4378
Maimon Wealth Management
Israel
$1.94M +$19.7K +96 +1%
MFG
4379
Monte Financial Group
Connecticut
$1.94M -$224K -1,091 -10%
WAC
4380
William Allan Corp
Colorado
$1.94M +$190K +923 +11%
MRP
4381
Measured Risk Portfolios
California
$1.93M -$88.2K -429 -4%
PWMG
4382
Pioneer Wealth Management Group
Texas
$1.93M +$990K +4,817 +100%
NBWM
4383
North Berkeley Wealth Management
California
$1.93M +$46.1K +224 +2%
ZRP
4384
Zynergy Retirement Planning
New Jersey
$1.93M +$492K +2,394 +33%
SIA
4385
Serenity Investment Advisors
Illinois
$1.93M +$23.9K +116 +1%
MDSL
4386
M.D. Sass LLC
New York
$1.93M +$1.98M +9,642 New
NLWP
4387
Next Level Wealth Planning
Idaho
$1.93M +$126K +611 +7%
AIP
4388
Alexis Investment Partners
Texas
$1.93M -$1.05M -5,083 -34%
VAMG
4389
Voisard Asset Management Group
Michigan
$1.93M +$150K +730 +8%
AFP
4390
ATX Financial Planning
Texas
$1.92M +$1.44K +7 +0.1%
MCM
4391
Magnolia Capital Management
New York
$1.92M +$206 +1 +0%
HFW
4392
Horizon Family Wealth
Illinois
$1.92M -$336K -1,633 -15%
LWM
4393
Lighthouse Wealth Management
Ohio
$1.92M -$47.3K -230 -2%
VWM
4394
Vermillion Wealth Management
Minnesota
$1.91M -$871K -4,235 -31%
MFG
4395
Mainsail Financial Group
Washington
$1.9M -$181K -878 -8%
BFAG
4396
Blackston Financial Advisory Group
Florida
$1.9M -$162K -790 -8%
CW
4397
Code Waechter
Florida
$1.9M -$61.1K -297 -3%
PWM
4398
Partners Wealth Management
California
$1.9M -$4.93K -24 -0.3%
FIG
4399
FSA Investment Group
Florida
$1.9M +$678K +3,299 +53%
SC
4400
Schubert & Co
Texas
$1.89M +$125K +607 +7%
174 175
176
177 178