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Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
1651
Walled Lake Planning & Wealth Management
Illinois
$404K +$179K +825 +86%
CG
1652
Corundum Group
Colorado
$404K +$387K +1,785 New
FFN
1653
Focus Financial Network
Minnesota
$404K +$4.56K +21 +1%
YIA
1654
YHB Investment Advisors
Connecticut
$402K -$7.82K -36 -2%
WCM
1655
Washburn Capital Management
Florida
$401K -$127K -585 -25%
MFW
1656
Meristem Family Wealth
Minnesota
$401K – – –
SIAG
1657
Safeguard Investment Advisory Group
California
$401K +$9.77K +45 +3%
RG
1658
Retirement Group
California
$400K -$200K -921 -34%
WA
1659
Winfield Associates
Ohio
$400K +$1.95K +9 +0.5%
RCM
1660
RB Capital Management
Nevada
$399K – – –
BA
1661
Ballast Advisors
Minnesota
$398K +$651 +3 +0.2%
AIL
1662
AGF Investments LLC
Ontario, Canada
$396K -$423K -1,947 -53%
CCM
1663
Carlson Capital Management
Minnesota
$396K -$42.3K -195 -10%
GM
1664
Granger Management
New York
$394K – – –
HFS
1665
Hantz Financial Services
Michigan
$393K +$75.5K +348 +25%
PWA
1666
Peterson Wealth Advisors
Utah
$391K -$6.51K -30 -2%
SCM
1667
SOL Capital Management
Maryland
$391K – – –
BMC
1668
Benin Management Corp
Connecticut
$389K – – –
HC
1669
HNP Capital
New York
$389K – – –
VRM
1670
Vectors Research Management
New York
$389K +$357K +1,644 +2,192%
DPI
1671
Diversified Portfolios Inc
Michigan
$388K +$372K +1,713 New
SFO
1672
Stokes Family Office
Louisiana
$385K -$12.4K -57 -3%
MA
1673
MCF Advisors
Kentucky
$381K +$20.2K +93 +6%
GB
1674
Goepper Burkhardt
South Carolina
$381K +$32.6K +150 +10%
AWM
1675
Altavista Wealth Management
North Carolina
$381K +$58.6K +270 +19%
65 66
67
68 69