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Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1501
Center for Financial Planning
Michigan
$1.23M – – –
WI
1502
WrapManager Inc
California
$1.22M -$9.34K -30 -0.9%
AA
1503
Ancora Advisors
Ohio
$1.22M +$3.74K +12 +0.4%
KFP
1504
KMG Fiduciary Partners
Ohio
$1.22M +$20.6K +66 +2%
GD
1505
Grandfield & Dodd
New York
$1.22M -$405K -1,299 -28%
RF
1506
Rollins Financial
Georgia
$1.22M +$317K +1,017 +43%
AWC
1507
Abundance Wealth Counselors
Pennsylvania
$1.22M +$329K +1,056 +45%
WWMSC
1508
Wagner Wealth Management (South Carolina)
South Carolina
$1.21M -$47.7K -153 -4%
RF
1509
Resolute Financial
Massachusetts
$1.21M +$178K +573 +20%
OGF
1510
Orin Green Financial
California
$1.21M – – –
JSW
1511
Journey Strategic Wealth
New Jersey
$1.21M +$80.4K +258 +8%
JC
1512
JB Capital
Connecticut
$1.21M +$213K +684 +26%
CPC
1513
Consolidated Planning Corp
Georgia
$1.21M -$7.47K -24 -0.7%
BA
1514
Bridge Advisory
California
$1.2M +$4.67K +15 +0.5%
MWM
1515
MinichMacGregor Wealth Management
New York
$1.2M -$50.5K -162 -5%
HWM
1516
Horizon Wealth Management
Illinois
$1.2M +$3.74K +12 +0.4%
WWM
1517
Windsor Wealth Management
Indiana
$1.2M -$107K -342 -9%
CT
1518
Chicago Trust
Illinois
$1.2M -$50.5K -162 -5%
SICM
1519
Sustainable Insight Capital Management
New York
$1.2M -$7.03M -22,566 -87%
BCP
1520
Blackhawk Capital Partners
Wisconsin
$1.2M – – –
NHC
1521
Nicholas Hoffman & Company
Georgia
$1.19M +$221K +711 +27%
CL
1522
CIM LLC
New York
$1.19M -$934 -3 -0.1%
SA
1523
SWM Advisors
Florida
$1.19M – – –
NCM
1524
Narwhal Capital Management
Georgia
$1.18M +$587K +1,884 +133%
ST
1525
Spinnaker Trust
Maine
$1.18M +$9.34K +30 +0.9%
59 60
61
62 63