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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2076
Tower Wealth Partners
Pennsylvania
$459K -$11.6K -277 -3%
CFFP
2077
Center for Financial Planning
Michigan
$458K -$224K -5,371 -34%
RGC
2078
Roberts, Glore & Co
Illinois
$457K -$8.93K -214 -2%
NEWAS
2079
N.E.W. Advisory Services
Wisconsin
$457K +$292 +7 +0.1%
SWM
2080
SFG Wealth Management
Maryland
$457K +$14.7K +352 +4%
ACP
2081
Aveo Capital Partners
Colorado
$455K -$48.8K -1,169 -10%
YCG
2082
Yeomans Consulting Group
Georgia
$454K – – –
SA
2083
Shilanski & Associates
Alaska
$452K -$20.6K -493 -5%
TCM
2084
Telos Capital Management
California
$452K -$219K -5,239 -34%
SPWG
2085
Syntegra Private Wealth Group
Missouri
$451K +$419K +10,045 New
SIA
2086
Sage Investment Advisers
New York
$451K +$29K +696 +7%
AOI
2087
Auto-Owners Insurance
Michigan
$451K – – –
HWA
2088
HCR Wealth Advisors
California
$450K +$25.7K +615 +7%
CMI
2089
Clare Market Investments
Texas
$450K +$44.3K +1,062 +12%
GFG
2090
Goldstone Financial Group
Illinois
$449K -$7.72K -185 -2%
FAT
2091
First American Trust
California
$448K -$3.13K -75 -0.7%
NRI
2092
NFP Retirement Inc
California
$448K +$3.67K +88 +0.9%
CG
2093
CFO4Life Group
Texas
$447K +$42 +1 +0%
ASFA
2094
All Season Financial Advisors
Colorado
$445K +$584 +14 +0.1%
WAC
2095
William Allan Corp
Colorado
$445K +$59.3K +1,420 +17%
FIA
2096
FNY Investment Advisers
New York
$444K +$392K +9,398 +1,880%
WTFG
2097
Wells Trecaso Financial Group
Ohio
$444K -$52.2K -1,250 -11%
KNW
2098
Kesler Norman & Wride
Utah
$443K -$108K -2,585 -21%
CAAM
2099
Cornerstone Advisors Asset Management
Pennsylvania
$442K – – –
AHL
2100
Abel Hall LLC
Louisiana
$442K -$3.13K -75 -0.8%
82 83
84
85 86