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Name Holding Trade Value Shares
Change 		Change in
Stake
W
2551
Wealthquest
Ohio
$10.5M -$411K -1,774 -4%
FEG
2552
Financial Enhancement Group
Indiana
$10.5M +$569K +2,454 +5%
CB
2553
Chris Bulman
California
$10.5M +$112K +484 +1%
IAS
2554
Investment Advisory Services
Texas
$10.5M -$1.38M -5,942 -11%
OCM
2555
Osterweis Capital Management
California
$10.5M -$70.9K -306 -0.6%
NL
2556
NKCFO LLC
Illinois
$10.5M -$2.14M -9,250 -16%
HCG
2557
Haven Capital Group
California
$10.5M +$96.1K +415 +0.9%
LWP
2558
LeClair Wealth Partners
Ohio
$10.5M -$89.2K -385 -0.8%
NWM
2559
Northwest Wealth Management
Iowa
$10.5M +$44.9K +194 +0.4%
IIC
2560
Integrated Investment Consultants
Michigan
$10.5M +$883K +3,810 +9%
CBT
2561
CoreFirst Bank & Trust
Kansas
$10.5M -$501K -2,164 -4%
RMP
2562
Richards, Merrill & Peterson
Washington
$10.5M -$235K -1,016 -2%
PFA
2563
Pettinga Financial Advisors
Indiana
$10.5M -$16.7K -72 -0.2%
AEPWM
2564
Atlantic Edge Private Wealth Management
Florida
$10.5M -$46.1K -199 -0.4%
DI
2565
DAGCO Inc
Ohio
$10.5M +$170K +734 +2%
AF
2566
Affiance Financial
Minnesota
$10.5M -$1.06M -4,583 -9%
JA
2567
JVL Associates
Michigan
$10.4M -$359K -1,548 -3%
RAM
2568
RedJay Asset Management
Ontario, Canada
$10.4M +$10.9M +47,000 New
AMG
2569
Advisors Management Group
Wisconsin
$10.4M -$103K -445 -0.9%
OCM
2570
Orleans Capital Management
Louisiana
$10.4M -$74.1K -320 -0.7%
MFA
2571
Morling Financial Advisors
California
$10.4M +$1.08M +4,646 +11%
WFI
2572
West Family Investments
California
$10.4M +$381K +1,644 +4%
GWM
2573
Glass Wealth Management
Texas
$10.4M +$93.8K +405 +0.9%
LA
2574
Lynch & Associates
Indiana
$10.4M -$5.33K -23 -0%
LCM
2575
LCM Capital Management
Illinois
$10.4M +$199K +857 +2%
101 102
103
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