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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
5101
Capital Counsel
New York
$737K +$372 +2 +0.1%
LD
5102
Lipe & Dalton
New York
$737K -$59.4K -319 -7%
NECFA
5103
New England Capital Financial Advisors
Connecticut
$737K +$74.5K +400 +11%
SFS
5104
Searcy Financial Services
Kansas
$736K – – –
SCM
5105
Sandler Capital Management
New York
$735K -$1.23M -6,627 -63%
BG
5106
Bellevue Group
Switzerland
$734K +$601K +3,231 +460%
DF
5107
Define Financial
California
$733K +$186 +1 +0%
IPS
5108
Investors Portfolio Services
Washington
$733K +$731K +3,928 New
HSWS
5109
Higgins & Schmidt Wealth Strategies
Colorado
$731K +$19K +102 +3%
WFG
5110
Wills Financial Group
Virginia
$731K +$2.42K +13 +0.3%
NJBEST
5111
New Jersey Better Educational Savings Trust
New Jersey
$729K – – –
HWMG
5112
Hurlow Wealth Management Group
Indiana
$728K +$18.4K +99 +3%
CWA
5113
Cascade Wealth Advisors
Washington
$726K +$340K +1,825 +93%
APW
5114
Axim Planning & Wealth
Ohio
$725K +$55.5K +298 +8%
M
5115
MYeCFO
California
$724K +$21.2K +114 +3%
CWP
5116
Clark Wealth Partners
Illinois
$723K – – –
CCM
5117
Condor Capital Management
New Jersey
$722K +$38K +204 +6%
KFG
5118
Kelly Financial Group
Connecticut
$722K +$19K +102 +3%
SF
5119
Steffes Financial
Kansas
$721K +$719K +3,864 New
MFP
5120
Meramec Financial Planners
Missouri
$721K +$723K +3,886 New
ODFS
5121
O'Donnell Financial Services
California
$719K +$1.12K +6 +0.2%
5SA
5122
5th Street Advisors
Connecticut
$719K +$717K +3,854 New
RCWM
5123
Red Crane Wealth Management
California
$717K – – –
OCM
5124
Osbon Capital Management
Massachusetts
$715K +$714K +3,835 New
WFP
5125
Welch Financial Planning
Colorado
$714K +$713K +3,831 New
203 204
205
206 207