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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
2601
Orgel Wealth Management
Wisconsin
$459K +$40.5K +968 +10%
KL
2602
KWMG LLC
Kansas
$458K -$79.7K -1,908 -15%
DWM
2603
Dynasty Wealth Management
Florida
$458K +$452K +10,816 New
PEA
2604
Pacific Edge Advisors
California
$458K +$453K +10,832 New
LIM
2605
Loudon Investment Management
New Hampshire
$457K – – –
EIC
2606
Equity Investment Corp
Georgia
$454K +$213K +5,100 +91%
NEPPG
2607
New England Professional Planning Group
Rhode Island
$454K +$438K +10,492 New
EP
2608
Edgestream Partners
New Jersey
$452K -$5.28M -126,372 -92%
PWA
2609
Peterson Wealth Advisors
Utah
$450K +$444K +10,636 New
IF
2610
Ironwood Financial
Arizona
$447K +$25.1K +600 +6%
LC
2611
Lincoln Capital
Nebraska
$446K +$21.7K +520 +5%
PV
2612
Private Vista
Illinois
$443K -$184K -4,408 -30%
FIG
2613
FundX Investment Group
California
$443K +$52.8K +1,264 +14%
GGI
2614
Godsey & Gibb Inc
Virginia
$441K -$100K -2,404 -19%
FF
2615
Francis Financial
$441K +$436K +10,428 New
FA
2616
FC Advisory
Pennsylvania
$436K – – –
AIS
2617
AlphaOne Investment Services
Pennsylvania
$435K -$15.9K -380 -4%
GWI
2618
Grace & White Inc
New York
$434K – – –
AMG
2619
Advisors Management Group
Wisconsin
$432K +$669 +16 +0.2%
EPP
2620
ETF Portfolio Partners
Kansas
$426K – – –
SDWMA
2621
Schneider Downs Wealth Management Advisors
Pennsylvania
$426K – – –
ICA
2622
Infrastructure Capital Advisors
New York
$425K +$10K +240 +2%
IAMOG
2623
Investors Asset Management of Georgia
Georgia
$423K – – –
KCM
2624
Karp Capital Management
California
$423K +$179K +4,288 +75%
SIS
2625
Sound Income Strategies
Florida
$420K +$427K +10,216 New
103 104
105
106 107