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Name Holding Trade Value Shares
Change 		Change in
Stake
NAMNJ
3001
NorthStar Asset Management (New Jersey)
New Jersey
$500K +$10.4K +30 +3%
MWM
3002
Mascagni Wealth Management
Mississippi
$500K – – –
RWM
3003
Reston Wealth Management
Virginia
$499K +$10.1K +29 +3%
DP
3004
Denver PWM
Colorado
$499K – – –
EPW
3005
Endeavor Private Wealth
Kansas
$497K +$103K +296 +36%
PA
3006
Persium Advisors
Georgia
$497K – – –
NI
3007
NDVR Inc
Massachusetts
$497K +$10.4K +30 +3%
SHF
3008
Stage Harbor Financial
Massachusetts
$496K +$15.6K +45 +4%
CPA
3009
Clear Point Advisors
New York
$496K -$7.63K -22 -2%
CFC
3010
Coyle Financial Counsel
Illinois
$496K +$60K +173 +18%
YCG
3011
Yeomans Consulting Group
Georgia
$495K +$374K +1,078 New
PRI
3012
Prepared Retirement Institute
Pennsylvania
$494K – – –
CA
3013
Cumberland Advisors
Florida
$494K +$156K +450 +68%
RIM
3014
Reliant Investment Management
Tennessee
$493K +$55.5K +160 +17%
CICC
3015
Capital Investment Counsel (Colorado)
Colorado
$493K +$384K +1,108 New
KA
3016
Kooman & Associates
Pennsylvania
$492K -$9.37K -27 -2%
NL
3017
Navalign LLC
California
$491K -$68.7K -198 -15%
CPL
3018
Capital & Planning LLC
Georgia
$491K +$25.3K +73 +7%
PAMG
3019
Patton Albertson Miller Group
Tennessee
$491K -$278K -802 -42%
EWS
3020
Eagle Wealth Strategies
New Jersey
$491K -$8.32K -24 -2%
DI
3021
DAGCO Inc
Ohio
$491K -$118K -340 -24%
ODA
3022
One Degree Advisors
California
$490K -$70.8K -204 -16%
LFA
3023
Lauterbach Financial Advisors
Texas
$490K – – –
SIM
3024
Synergy Investment Management
Florida
$488K -$19.4K -56 -5%
LIA
3025
LifePlan Investment Advisors
North Carolina
$488K +$32.6K +94 +9%
119 120
121
122 123