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Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
2251
GGM Wealth Advisors
Maryland
$327K +$443 +11 +0.1%
FNWM
2252
Financial Network Wealth Management
Utah
$326K +$319K +7,924 New
COCM
2253
Charter Oak Capital Management
New Hampshire
$326K -$40.1K -995 -11%
MJRIC
2254
Mogy Joel R Investment Counsel
California
$326K – – –
CPA
2255
Clear Point Advisors
New York
$325K +$4.39K +109 +1%
CIS
2256
Custom Index Systems
New York
$325K +$317K +7,877 New
BL
2257
Balentine LLC
Georgia
$325K -$2.91M -72,262 -90%
SPWM
2258
Schrum Private Wealth Management
Florida
$325K -$55.3K -1,371 -15%
MPCG
2259
Matrix Private Capital Group
New York
$325K +$1.89K +47 +0.6%
HG
2260
Harbor Group
New Hampshire
$324K -$8.38K -208 -3%
CPW
2261
Cove Private Wealth
New York
$324K – – –
AFPL
2262
Advus Financial Partners, LLC
Florida
$324K -$89.4K -2,217 -22%
SCM
2263
SOL Capital Management
Maryland
$324K -$54.4K -1,350 -15%
GKWIM
2264
Gerber Kawasaki Wealth & Investment Management
California
$324K -$22.7K -564 -7%
MLL
2265
Moody Lynn & Lieberson
Massachusetts
$324K – – –
VCG
2266
Vantage Consulting Group
Virginia
$323K -$7.54K -187 -2%
SMA
2267
Seven Mile Advisory
New Jersey
$323K -$84.2K -2,090 -21%
JC
2268
Jentner Corp
Ohio
$322K +$887 +22 +0.3%
AP
2269
Appleton Partners
Massachusetts
$322K +$19.9K +495 +7%
CFA
2270
Capstone Financial Advisors
Illinois
$321K +$242 +6 +0.1%
VC
2271
Vicus Capital
Pennsylvania
$321K +$113K +2,804 +56%
FA
2272
FDx Advisors
Illinois
$321K -$150K -3,725 -32%
SWP
2273
Summit Wealth Partners
Florida
$321K -$27.7K -688 -8%
TWM
2274
Triton Wealth Management
Arizona
$320K -$7.9K -196 -2%
ECM
2275
Exchange Capital Management
Michigan
$320K – – –
89 90
91
92 93