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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
3001
Ironwood Financial
Arizona
$837K -$11.3K -176 -2%
AA
3002
Aufman Associates
Pennsylvania
$837K +$734K +11,408 New
MAM
3003
Marotta Asset Management
Virginia
$836K +$697K +10,840 New
KL
3004
KWMG LLC
Kansas
$833K +$49.2K +764 +7%
EWG
3005
Executive Wealth Group
Washington
$824K -$70K -1,088 -9%
RPG
3006
Resource Planning Group
Georgia
$824K -$11.6K -180 -2%
AMG
3007
Advisors Management Group
Wisconsin
$824K +$9.78K +152 +1%
PMG
3008
Private Management Group
California
$820K +$21.4K +332 +3%
SFC
3009
SYM Financial Corp
Indiana
$818K -$252K -3,924 -26%
VCS
3010
Vaughan & Co Securities
New Jersey
$814K +$714K +11,092 New
SICM
3011
Sustainable Insight Capital Management
New York
$807K -$51.5K -800 -7%
PCWA
3012
Pacific Capital Wealth Advisors
California
$800K +$701K +10,904 New
DPI
3013
Diversified Portfolios Inc
Michigan
$797K -$8.75K -136 -1%
WWM
3014
WJ Wealth Management
Arizona
$797K +$698K +10,856 New
NEPPG
3015
New England Professional Planning Group
Rhode Island
$793K +$696K +10,812 New
CCIM
3016
Chapwood Capital Investment Management
Texas
$791K +$694K +10,780 New
LC
3017
Lincoln Capital
Nebraska
$789K +$1.03K +16 +0.1%
AFG
3018
Affinia Financial Group
Massachusetts
$786K +$689K +10,708 New
WFPG
3019
Waller Financial Planning Group
Ohio
$785K +$688K +10,692 New
CCA
3020
Conservest Capital Advisors
Pennsylvania
$784K +$27.3K +424 +4%
LSC
3021
Lesa Sroufe & Co
Washington
$779K -$9.78K -152 -1%
OWA
3022
Outlook Wealth Advisors
Texas
$773K -$459K -7,140 -39%
FA
3023
FC Advisory
Pennsylvania
$772K – – –
WCM
3024
Wallace Capital Management
Texas
$771K -$56.4K -876 -8%
NOCM
3025
Night Owl Capital Management
Connecticut
$769K -$27.3K -424 -4%
119 120
121
122 123