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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
3001
Bolthouse Investments
California
$503K -$8.67K -25 -2%
AFA
3002
AA Financial Advisors
Ohio
$503K -$7.63K -22 -2%
AF
3003
Aldebaran Financial
$501K -$16.6K -48 -4%
NAMNJ
3004
NorthStar Asset Management (New Jersey)
New Jersey
$500K +$10.4K +30 +3%
MWM
3005
Mascagni Wealth Management
Mississippi
$500K – – –
RWM
3006
Reston Wealth Management
Virginia
$499K +$10.1K +29 +3%
DP
3007
Denver PWM
Colorado
$499K – – –
EPW
3008
Endeavor Private Wealth
Kansas
$497K +$103K +296 +36%
PA
3009
Persium Advisors
Georgia
$497K – – –
NI
3010
NDVR Inc
Massachusetts
$497K +$10.4K +30 +3%
SHF
3011
Stage Harbor Financial
Massachusetts
$496K +$15.6K +45 +4%
CPA
3012
Clear Point Advisors
New York
$496K -$7.63K -22 -2%
CFC
3013
Coyle Financial Counsel
Illinois
$496K +$60K +173 +18%
YCG
3014
Yeomans Consulting Group
Georgia
$495K +$374K +1,078 New
PRI
3015
Prepared Retirement Institute
Pennsylvania
$494K – – –
CA
3016
Cumberland Advisors
Florida
$494K +$156K +450 +68%
RIM
3017
Reliant Investment Management
Tennessee
$493K +$55.5K +160 +17%
CICC
3018
Capital Investment Counsel (Colorado)
Colorado
$493K +$384K +1,108 New
KA
3019
Kooman & Associates
Pennsylvania
$492K -$9.37K -27 -2%
NL
3020
Navalign LLC
California
$491K -$68.7K -198 -15%
CPL
3021
Capital & Planning LLC
Georgia
$491K +$25.3K +73 +7%
PAMG
3022
Patton Albertson Miller Group
Tennessee
$491K -$278K -802 -42%
EWS
3023
Eagle Wealth Strategies
New Jersey
$491K -$8.32K -24 -2%
DI
3024
DAGCO Inc
Ohio
$491K -$118K -340 -24%
ODA
3025
One Degree Advisors
California
$490K -$70.8K -204 -16%
119 120
121
122 123