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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
3401
TAGStone Capital
North Carolina
$320K +$5.2K +15 +2%
WA
3402
Waterford Advisors
New York
$320K -$688K -1,983 -73%
CFP
3403
Cypress Financial Planning
New Jersey
$319K -$94.7K -273 -28%
KWM
3404
Kiker Wealth Management
Georgia
$319K +$6.94K +20 +3%
FC
3405
FCA Corp
Texas
$318K +$1.04K +3 +0.4%
MWM
3406
Mascoma Wealth Management
New Hampshire
$318K -$8.67K -25 -3%
NCG
3407
Newport Capital Group
New Jersey
$318K -$3.12K -9 -1%
RA
3408
Rodgers & Associates
Pennsylvania
$318K – – –
AAS
3409
Asset Allocation Strategies
Michigan
$318K +$3.12K +9 +1%
CFA
3410
Cahill Financial Advisors
Minnesota
$317K +$4.86K +14 +2%
NFC
3411
Northstar Financial Companies
Pennsylvania
$317K +$247K +713 New
SHIM
3412
Stone House Investment Management
Pennsylvania
$316K +$23.9K +69 +11%
T
3413
TOBAM
France
$316K -$8.67K -25 -3%
CIP
3414
Capital Insight Partners
Arizona
$316K -$15.6K -45 -6%
MCM
3415
Mill Capital Management
North Carolina
$316K – – –
BCG
3416
Bravias Capital Group
New Jersey
$316K +$246K +710 New
PPW
3417
PACK Private Wealth
Minnesota
$315K – – –
EF
3418
Elite Financial
Idaho
$315K – – –
WF
3419
WoodTrust Financial
Wisconsin
$315K +$246K +709 New
LRWA
3420
Long Run Wealth Advisors
New York
$315K -$61K -176 -20%
LWM
3421
Level Wealth Management
North Carolina
$314K – – –
MWM
3422
Momentous Wealth Management
Washington
$314K -$87.4K -252 -26%
DWMS
3423
Dominguez Wealth Management Solutions
Virginia
$313K +$10.4K +30 +4%
HIMC
3424
Heritage Investors Management Corp
Maryland
$313K -$34K -98 -12%
PGAM
3425
Princeton Global Asset Management
New Jersey
$313K -$43.7K -126 -15%
135 136
137
138 139