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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
3701
Liberty Capital Management
Michigan
$325K – – –
BF
3702
Brogan Financial
Tennessee
$325K +$25.7K +58 +9%
GC
3703
Granville Capital
North Carolina
$325K +$320K +722 New
HWA
3704
Heartwood Wealth Advisors
Virginia
$324K -$7.98K -18 -2%
EF
3705
Elite Financial
Idaho
$324K +$5.76K +13 +2%
WA
3706
Waterford Advisors
New York
$323K – – –
WAM
3707
Weinberger Asset Management
California
$322K +$25.7K +58 +9%
OIA
3708
Oakmont Investment Advisors
Pennsylvania
$321K +$317K +714 New
AAS
3709
Asset Allocation Strategies
Michigan
$321K – – –
HCC
3710
Hirtle Callaghan & Co
Pennsylvania
$321K +$317K +714 New
FNFDCM
3711
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$320K -$11.1K -25 -3%
WPIC
3712
White Pine Investment Company
Michigan
$320K -$77.6K -175 -20%
MCM
3713
Mill Capital Management
North Carolina
$319K – – –
WF
3714
WoodTrust Financial
Wisconsin
$319K – – –
GAM
3715
GEM Asset Management
Michigan
$319K -$3.55K -8 -1%
NJIM
3716
Nabity-Jensen Investment Management
Nebraska
$318K +$13.7K +31 +5%
LWM
3717
Level Wealth Management
North Carolina
$318K – – –
HIF
3718
Hill Island Financial
Michigan
$318K +$313K +707 New
CL
3719
CIM LLC
New York
$317K -$12K -27 -4%
DWMS
3720
Dominguez Wealth Management Solutions
Virginia
$317K – – –
LJAC
3721
L.J. Altfest & Co
New York
$317K +$26.2K +59 +9%
KA
3722
Kure Advisory
Minnesota
$317K +$75.4K +170 +32%
GFG
3723
Greenberg Financial Group
Arizona
$317K +$312K +704 New
WF
3724
WealthPoint Financial
North Carolina
$316K +$312K +703 New
VFG
3725
V2 Financial group
Illinois
$315K – – –
147 148
149
150 151