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Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
3276
Wealth Dimensions Group
Ohio
$724K +$128K +400 +23%
RFO
3277
RiverGlades Family Offices
Florida
$724K +$345K +1,076 +104%
PCM
3278
Princeton Capital Management
New Jersey
$723K -$22.5K -70 -3%
NFP
3279
Narus Financial Partners
Utah
$722K -$36.3K -113 -5%
EA
3280
Emerald Advisers
Pennsylvania
$719K -$8.99K -28 -1%
GCP
3281
Guardian Capital (Pennsylvania)
Pennsylvania
$718K -$372K -1,158 -36%
MFG
3282
Mission Financial Group
Nevada
$717K +$671K +2,089 New
CFC
3283
Coyle Financial Counsel
Illinois
$717K +$148K +461 +28%
TPWA
3284
Twin Peaks Wealth Advisors
California
$716K +$101K +316 +18%
CAS
3285
CTC Alternative Strategies
Illinois
$714K +$344K +1,072 +106%
BI
3286
BlueSpruce Investments
Illinois
$713K +$667K +2,077 New
MGCM
3287
Mane Global Capital Management
New York
$712K -$36.5M -113,637 -98%
SA
3288
Sonoma Allocations
California
$712K -$41.4K -129 -6%
QC
3289
Quantessence Capital
New York
$711K +$666K +2,073 New
FL
3290
FreeGulliver LLC
Louisiana
$710K -$18K -56 -3%
KWA
3291
Kellett Wealth Advisors
Ohio
$709K -$3.53K -11 -0.5%
BW
3292
BXM Wealth
Colorado
$709K +$277K +862 +72%
FA
3293
Fermata Advisors
California
$705K +$1.6K +5 +0.2%
JFG
3294
Juno Financial Group
Virginia
$705K +$18K +56 +3%
IWP
3295
Invenio Wealth Partners
Florida
$703K +$22.5K +70 +4%
EIG
3296
Ellenbecker Investment Group
Wisconsin
$700K -$110K -344 -14%
PWMA
3297
Pension & Wealth Management Advisors
Massachusetts
$700K +$381K +1,188 +139%
WC
3298
Westhampton Capital
North Carolina
$700K +$44K +137 +7%
LWANC
3299
Laurel Wealth Advisors (North Carolina)
North Carolina
$699K -$33.1K -103 -5%
CFFP
3300
Center for Financial Planning
Michigan
$698K +$9.63K +30 +1%
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