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Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
3426
Gilman Hill Asset Management
Connecticut
$484K – – –
CG
3427
Cynosure Group
Utah
$482K -$285K -948 -38%
FSA
3428
Financial Security Advisor
Virginia
$482K -$5.71K -19 -1%
CCA
3429
Carrera Capital Advisors
Michigan
$482K +$16.5K +55 +4%
TFF
3430
The Family Firm
Maryland
$480K -$43.9K -146 -9%
NAG
3431
Northstar Advisory Group
New Jersey
$479K +$146K +485 +47%
MWM
3432
MinichMacGregor Wealth Management
New York
$478K +$112K +373 +33%
WA
3433
Westfuller Advisors
New York
$477K -$24.1K -80 -5%
MWP
3434
Meridian Wealth Partners
Pennsylvania
$476K -$11.4K -38 -2%
PPW
3435
Presilium Private Wealth
Pennsylvania
$475K +$9.92K +33 +2%
FL
3436
FreeGulliver LLC
Louisiana
$475K +$38.2K +127 +9%
RMC
3437
Ring Mountain Capital
California
$474K +$451K +1,499 New
SC
3438
Seldon Capital
California
$473K – – –
FFC
3439
Frederick Financial Consultants
Maryland
$473K +$450K +1,495 New
WA
3440
WESPAC Advisors
California
$472K +$301 +1 +0.1%
WMWM
3441
Whitaker-Myers Wealth Managers
Ohio
$472K +$222K +739 +98%
PS
3442
Planned Solutions
California
$471K -$54.1K -180 -11%
MCM
3443
Maple Capital Management
Vermont
$471K +$122K +407 +38%
BCMLT
3444
Beacon Capital Management LLC (Tennessee)
Tennessee
$471K -$41.2K -137 -8%
SWM
3445
SFG Wealth Management
Maryland
$468K -$5.89M -19,593 -93%
DFP
3446
Defined Financial Planning
California
$468K +$445K +1,480 New
DWM
3447
Defined Wealth Management
Oregon
$467K +$601 +2 +0.1%
SFG
3448
SNS Financial Group
Minnesota
$466K -$171K -570 -28%
GEM
3449
Global Endowment Management
North Carolina
$465K -$78.5K -261 -15%
SIC
3450
Schwartz Investment Counsel
Michigan
$465K – – –
136 137
138
139 140