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Name Holding Trade Value Shares
Change 		Change in
Stake
FPIS
3501
Financial Planning & Information Services
Wisconsin
$958K +$61.8K +420 +7%
NCP
3502
NexWave Capital Partners
New York
$956K -$78.5K -533 -7%
HWA
3503
Heartwood Wealth Advisors
Virginia
$952K +$250K +1,698 +34%
TF
3504
Threadgill Financial
Texas
$947K +$982K +6,669 New
CM
3505
Columbus Macro
Pennsylvania
$945K -$9.57K -65 -1%
GRQ
3506
Gardner Russo & Quinn
Pennsylvania
$940K +$43.7K +297 +5%
SA
3507
SRN Advisors
Pennsylvania
$938K -$593K -4,025 -38%
YAL
3508
Your Advocates Ltd
Texas
$937K +$5.15K +35 +0.5%
DC
3509
Defender Capital
North Carolina
$920K +$9.28K +63 +1%
P
3510
Palladiem
Pennsylvania
$919K – – –
MIM
3511
Macroview Investment Management
Maryland
$918K +$70.5K +479 +8%
RI
3512
RWWM Inc
California
$913K – – –
T
3513
TrueFG
Texas
$913K +$116K +789 +15%
RG
3514
Retirement Group
California
$911K +$7.66K +52 +0.8%
RA
3515
Rodgers & Associates
Pennsylvania
$909K -$23.6K -160 -2%
DP
3516
Denver PWM
Colorado
$907K +$81K +550 +9%
QT
3517
Quantamental Technologies
New York
$906K +$256K +1,739 +37%
ACA
3518
Ackerman Capital Advisors
Texas
$904K – – –
C1AG
3519
Client 1st Advisory Group
Florida
$902K +$278K +1,885 +42%
TAM
3520
Tucker Asset Management
Colorado
$899K +$55.1K +374 +7%
OHU
3521
Odey Holdings (UK)
United Kingdom
$899K +$405K +2,754 +77%
CFG
3522
Compton Financial Group
Maryland
$896K – – –
MWM
3523
MorganRosel Wealth Management
Colorado
$895K – – –
UWM
3524
USAdvisors Wealth Management
Minnesota
$895K +$13.8K +94 +2%
JSA
3525
Jacobson & Schmitt Advisors
Wisconsin
$884K -$8.24K -56 -0.9%
139 140
141
142 143