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Name Holding Trade Value Shares
Change 		Change in
Stake
APG
1801
Abacus Planning Group
South Carolina
$619K +$625K +11,007 New
NPF
1802
Norris Perne & French
Michigan
$617K – – –
AWA
1803
Acorn Wealth Advisors
Michigan
$617K +$511 +9 +0.1%
CG
1804
Corundum Group
Colorado
$617K +$623K +10,983 New
CC
1805
Cedar Capital
Illinois
$616K -$20.7K -365 -3%
GG
1806
GenWealth Group
New Jersey
$616K +$171K +3,013 +38%
FGC
1807
Financial Gravity Companies
Texas
$613K +$638K +11,242 New
HIM
1808
Hotaling Investment Management
Pennsylvania
$611K +$617K +10,869 New
SDWIA
1809
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$611K +$617K +10,870 New
MFG
1810
Merit Financial Group
Georgia
$609K -$57.6K -1,016 -9%
DAM
1811
Doheny Asset Management
California
$607K -$136K -2,390 -18%
BFC
1812
Blue Fin Capital
Rhode Island
$604K -$54.1K -954 -8%
JPMIA
1813
J.P. Marvel Investment Advisors
Massachusetts
$603K +$609K +10,731 New
SCG
1814
Sonata Capital Group
Washington
$599K -$28.4K -500 -4%
CBFP
1815
Cedar Brook Financial Partners
Ohio
$599K +$604K +10,648 New
LPC
1816
Loeb Partners Corp
New York
$598K – – –
SIC
1817
Shoker Investment Counsel
Ohio
$597K +$604K +10,636 New
WA
1818
Wealth Architects
California
$594K -$51.7K -911 -8%
WCM
1819
Weatherstone Capital Management
Colorado
$592K +$361K +6,357 +142%
MWM
1820
Meridian Wealth Management
Kentucky
$589K -$331K -5,826 -36%
BRC
1821
Bell Rock Capital
Delaware
$589K -$110K -1,946 -16%
SCP
1822
Sandhill Capital Partners
New York
$588K -$22.4K -394 -4%
PWAC
1823
Private Wealth Advisors (California)
California
$585K +$590K +10,403 New
VHAM
1824
Van Hulzen Asset Management
California
$584K -$6.16M -108,495 -91%
DAC
1825
Dividend Assets Capital
South Carolina
$583K -$110K -1,944 -16%
71 72
73
74 75