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Name Holding Trade Value Shares
Change 		Change in
Stake
NA
3026
Navellier & Associates
Nevada
$876K – – –
MEG
3027
Millstone Evans Group
Colorado
$872K – – –
CPL
3028
CAP Partners LLC
Tennessee
$872K -$14.9K -44 -2%
MWA
3029
Moser Wealth Advisors
Washington
$869K +$18.3K +54 +2%
MFF
3030
Michels Family Financial
Texas
$867K +$17.6K +52 +2%
FCM
3031
Family Capital Management
Michigan
$867K +$103K +303 +14%
VAM
3032
Verity Asset Management
North Carolina
$867K -$11.2K -33 -1%
FBC
3033
Fairfield, Bush & Co
Connecticut
$864K -$28.1K -83 -3%
VAF
3034
Values Added Financial
District of Columbia
$861K +$39.3K +116 +5%
LFA
3035
Laraway Financial Advisors
Minnesota
$859K -$16.9K -50 -2%
CAG
3036
Curtis Advisory Group
California
$859K – – –
UIM
3037
Unified Investment Management
Georgia
$858K -$43.3K -128 -5%
BTWM
3038
Brass Tax Wealth Management
Ohio
$857K +$36.5K +108 +5%
TC
3039
TAGStone Capital
North Carolina
$857K +$1.01K +3 +0.1%
PD
3040
Planning Directions
Pennsylvania
$857K +$827K +2,445 New
RIP
3041
RAM Investment Partners
Washington
$856K +$134K +395 +19%
GSIAS
3042
Garden State Investment Advisory Services
New Jersey
$854K -$29.8K -88 -3%
TCM
3043
Tandem Capital Management
New Jersey
$854K – – –
SPWG
3044
Sage Private Wealth Group
Illinois
$852K +$20.6K +61 +3%
AIP
3045
ARS Investment Partners
New York
$852K – – –
AG
3046
AmeriFlex Group
Nevada
$851K +$679K +2,008 +479%
HWM
3047
Hemington Wealth Management
Virginia
$849K +$58.5K +173 +8%
CWM
3048
Centricity Wealth Management
Ohio
$849K – – –
APWA
3049
Atlas Private Wealth Advisors
New Jersey
$848K +$71.7K +212 +10%
CMAI
3050
Capital Management Associates Inc
Minnesota
$847K +$396K +1,170 +94%
120 121
122
123 124