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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1901
Pasadena Private Wealth
California
$464K +$44.2K +162 +9%
DP
1902
Dearborn Partners
Illinois
$462K +$11.5K +42 +2%
MW
1903
Milestone Wealth
New York
$461K +$121K +444 +28%
MA
1904
MCF Advisors
Kentucky
$459K +$51.6K +189 +10%
OFG
1905
Oxford Financial Group
Indiana
$459K +$51.6K +189 +10%
PWA
1906
Peterson Wealth Advisors
Utah
$457K +$40.9K +150 +8%
HI
1907
Human Investing
Oregon
$456K -$18K -66 -3%
JWBC
1908
J.W. Burns & Co
New York
$455K – – –
BDF
1909
Black Diamond Financial
Maryland
$453K +$20.5K +75 +4%
DSC
1910
Duncker Streett & Co
Missouri
$453K +$409K +1,500 +289%
VWM
1911
Vigilare Wealth Management
Arizona
$452K -$36.9K -135 -6%
MHC
1912
Meyer Handelman Company
New York
$451K – – –
SFA
1913
Source Financial Advisors
New York
$449K +$194K +711 +55%
HFA
1914
High Falls Advisors
New York
$448K +$40.9K +150 +8%
EWM
1915
Endurance Wealth Management
Rhode Island
$448K +$65.5K +240 +14%
AAM
1916
Austin Asset Management
Texas
$447K +$8.19K +30 +2%
SIC
1917
Sterling Investment Counsel
New York
$447K +$215K +789 +66%
CWM
1918
Chesapeake Wealth Management
Virginia
$446K – – –
FPIS
1919
Financial Planning & Information Services
Wisconsin
$446K +$9.83K +36 +2%
OHIS
1920
Oak Harvest Investment Services
Texas
$445K +$250K +915 +86%
BWM
1921
Baystate Wealth Management
Massachusetts
$442K +$22.9K +84 +4%
ACG
1922
Allen Capital Group
Nebraska
$440K +$2.46K +9 +0.5%
CWM
1923
Connecticut Wealth Management
Connecticut
$440K +$72.9K +267 +16%
EF
1924
Empowered Funds
Pennsylvania
$440K +$370K +1,356 +224%
TFM
1925
TFC Financial Management
Massachusetts
$439K -$20.5K -75 -4%
75 76
77
78 79