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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMI
4401
Legacy Wealth Management (Idaho)
Idaho
$1.96M +$468K +2,278 +30%
MIM
4402
MTM Investment Management
South Carolina
$1.96M -$10.3K -50 -0.5%
BM
4403
Berman McAleer
Maryland
$1.96M -$23K -112 -1%
LC
4404
Landaas & Company
Wisconsin
$1.95M +$106K +516 +6%
GD
4405
Grandfield & Dodd
New York
$1.95M -$822 -4 -0%
4WM
4406
49 Wealth Management
Texas
$1.95M -$2.74M -13,328 -58%
A
4407
Alongside
Texas
$1.95M +$2.01M +9,760 New
PCI
4408
Planning Center Inc
Illinois
$1.95M +$118K +575 +6%
KCM
4409
Kennicott Capital Management
California
$1.95M – – –
CWA
4410
CJM Wealth Advisers
Virginia
$1.95M -$29K -141 -1%
JA
4411
JLB & Associates
Michigan
$1.94M +$508K +2,470 +34%
WCA
4412
Whetstone Capital Advisors
Kansas
$1.94M +$2M +9,710 New
WF
4413
WealthPoint Financial
North Carolina
$1.94M +$23.2K +113 +1%
MWM
4414
Maimon Wealth Management
Israel
$1.94M +$19.7K +96 +1%
MFG
4415
Monte Financial Group
Connecticut
$1.94M -$224K -1,091 -10%
WAC
4416
William Allan Corp
Colorado
$1.94M +$190K +923 +11%
MRP
4417
Measured Risk Portfolios
California
$1.93M -$88.2K -429 -4%
PWMG
4418
Pioneer Wealth Management Group
Texas
$1.93M +$990K +4,817 +100%
NBWM
4419
North Berkeley Wealth Management
California
$1.93M +$46.1K +224 +2%
ZRP
4420
Zynergy Retirement Planning
New Jersey
$1.93M +$492K +2,394 +33%
SIA
4421
Serenity Investment Advisors
Illinois
$1.93M +$23.9K +116 +1%
MDSL
4422
M.D. Sass LLC
New York
$1.93M +$1.98M +9,642 New
NLWP
4423
Next Level Wealth Planning
Idaho
$1.93M +$126K +611 +7%
AIP
4424
Alexis Investment Partners
Texas
$1.93M -$1.05M -5,083 -34%
VAMG
4425
Voisard Asset Management Group
Michigan
$1.93M +$150K +730 +8%
175 176
177
178 179