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Name Holding Trade Value Shares
Change 		Change in
Stake
CFC
2301
Coyle Financial Counsel
Illinois
$688K +$125K +5,000 +25%
FCM
2302
Fourpath Capital Management
Oklahoma
$685K -$76.2K -3,040 -11%
RB
2303
Renasant Bank
Mississippi
$685K +$88K +3,510 +16%
AIA
2304
Alera Investment Advisors
Illinois
$685K +$630K +25,120 New
MSFP
2305
Mark Sheptoff Financial Planning
Connecticut
$682K -$187K -7,450 -23%
SFG
2306
Sovereign Financial Group
Connecticut
$681K +$43.9K +1,750 +8%
IAG
2307
Investment Advisory Group
Massachusetts
$680K – – –
LA
2308
Lakeside Advisors
Washington
$677K – – –
LGA
2309
Lebenthal Global Advisors
New York
$676K -$26.3K -1,050 -4%
PFA
2310
Pathway Financial Advisors
Vermont
$675K +$75.2K +3,000 +14%
CG
2311
CFO4Life Group
Texas
$673K +$58.4K +2,330 +10%
RGF
2312
Retirement Guys Formula
Ohio
$672K -$99.6K -3,970 -14%
WAG
2313
Winthrop Advisory Group
Massachusetts
$669K +$126K +5,030 +26%
FG
2314
Fiduciary Group
Georgia
$667K +$116K +4,610 +13%
GCL
2315
Gouws Capital LLC
North Carolina
$666K -$57.7K -2,300 -9%
EFSCE
2316
Enterprise Financial Services Corp (EFSC)
Missouri
$666K +$33.6K +1,340 +6%
NRI
2317
NFP Retirement Inc
California
$666K +$221K +8,800 +56%
AMM
2318
American Money Management
California
$664K +$71.5K +2,850 +13%
AWM
2319
Avaii Wealth Management
Wisconsin
$662K +$226K +9,030 +59%
GCP
2320
Gill Capital Partners
Colorado
$661K +$188K +7,500 +45%
AFM
2321
Andesa Financial Management
Pennsylvania
$658K +$46.9K +1,870 +8%
SBL
2322
Sargent Bickham Lagudis
Colorado
$657K +$12.3K +490 +2%
WFMPM
2323
Woodley Farra Manion Portfolio Management
Indiana
$654K +$24.6K +980 +4%
CCG
2324
Capital CS Group
California
$653K -$2.65M -105,730 -82%
MWM
2325
MBE Wealth Management
Wisconsin
$652K -$38.1K -1,520 -6%
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