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Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1851
Signet Financial Management
New Jersey
$491K -$62.2K -228 -9%
AIP
1852
Almanack Investment Partners
Pennsylvania
$490K -$68K -249 -10%
CWM
1853
Cordatus Wealth Management
Pennsylvania
$490K +$26.2K +96 +5%
GM
1854
Granger Management
New York
$490K +$121K +444 +26%
PPWM
1855
Paragon Private Wealth Management
Kentucky
$489K – – –
LGWM
1856
Litman Gregory Wealth Management
California
$489K +$595K +2,178 New
BEW
1857
Burton Enright Welch
California
$488K -$6.55K -24 -1%
BWM
1858
Boyd Wealth Management
California
$488K – – –
NJBEST
1859
New Jersey Better Educational Savings Trust
New Jersey
$488K – – –
ARI
1860
Applied Research Investments
Delaware
$486K -$197K -720 -25%
RG
1861
Retirement Group
California
$486K +$32.8K +120 +6%
CT
1862
Caldwell Trust
Florida
$486K +$14.7K +54 +3%
AMM
1863
American Money Management
California
$485K -$96.6K -354 -14%
CHA
1864
Cooper/Haims Advisors
New York
$484K -$27.8K -102 -5%
GDP
1865
Great Diamond Partners
Maine
$484K +$40.1K +147 +7%
TWP
1866
Total Wealth Planning
Ohio
$483K +$2.46K +9 +0.4%
TIA
1867
Traphagen Investment Advisors
New Jersey
$483K +$161K +588 +38%
NL
1868
Navalign LLC
California
$482K +$26.2K +96 +5%
FCM
1869
Firestone Capital Management
Florida
$482K +$81.9K +300 +16%
AWA
1870
Aaron Wealth Advisors
Illinois
$481K +$13.9K +51 +2%
KWA
1871
Kellett Wealth Advisors
Ohio
$481K +$49.1K +180 +9%
NRI
1872
NFP Retirement Inc
California
$481K +$328K +1,200 +127%
WFC
1873
Western Financial Corp
California
$480K -$665K -2,436 -53%
PWS
1874
Paragon Wealth Strategies
Florida
$480K -$102K -375 -15%
FH
1875
FWG Holdings
Florida
$479K -$94.2K -345 -14%
73 74
75
76 77