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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
2076
Miles Capital
Iowa
$518K -$13.3K -220 -3%
PWM
2077
Paulson Wealth Management
Illinois
$517K +$72.9K +1,209 +16%
HR
2078
Howe & Rusling
New York
$515K -$178K -2,954 -26%
GFS
2079
GYL Financial Synergies
Connecticut
$513K +$9.23K +153 +2%
RWM
2080
Ritholtz Wealth Management
New York
$513K +$10.5K +174 +2%
IFAM
2081
Institutional & Family Asset Management
Colorado
$513K +$71.2K +1,180 +16%
PCFFS
2082
Pacific Center for Financial Services
California
$511K -$32.4K -537 -6%
HIS
2083
Horizon Investment Services
Indiana
$511K -$6.63K -110 -1%
GLR
2084
Great Lakes Retirement
Ohio
$511K +$503K +8,339 New
MGWM
2085
Marks Group Wealth Management
Minnesota
$510K +$501K +8,300 New
IC
2086
Investment Counsel
Michigan
$508K – – –
CFS
2087
CRA Financial Services
New Jersey
$508K +$30.6K +507 +7%
SMFS
2088
Squar Milner Financial Services
California
$507K -$190K -3,151 -28%
LAS
2089
Lloyd Advisory Services
Georgia
$507K +$498K +8,262 New
RSWM
2090
Robertson Stephens Wealth Management
California
$502K -$451K -7,480 -48%
WCM
2091
WealthBridge Capital Management
Ohio
$501K -$3.14K -52 -0.6%
LWP
2092
Legacy Wealth Planning
Nevada
$499K +$490K +8,130 New
RSC
2093
Red Spruce Capital
Pennsylvania
$498K +$490K +8,118 New
HS
2094
Haafor (Singapore)
Singapore
$497K +$488K +8,094 New
AIM
2095
Axiom Investment Management
New York
$496K -$156K -2,594 -24%
SBWIC
2096
Schaper Benz & Wise Investment Counsel
Wisconsin
$496K -$12.6K -209 -3%
MG
2097
Mather Group
Illinois
$494K +$485K +8,042 New
CCM
2098
Canal Capital Management
Virginia
$492K – – –
NEPPG
2099
New England Professional Planning Group
Rhode Island
$492K +$480K +7,962 New
PWAG
2100
Polaris Wealth Advisory Group
California
$491K -$49K -812 -9%
82 83
84
85 86