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Name Holding Trade Value Shares
Change 		Change in
Stake
JFS
3651
JD Financial Services
Pennsylvania
$515K +$467K +3,882 New
VFPI
3652
Vantage Financial Partners (Illinois)
Illinois
$511K – – –
MAS
3653
Madden Advisory Services
Florida
$511K +$2.53K +21 +0.5%
NI
3654
NFC Investments
Tennessee
$509K +$73.1K +608 +19%
SLA
3655
Silver Lake Advisory
Utah
$505K -$4.45K -37 -1%
DT
3656
Daniels + Tansey
Delaware
$504K +$422K +3,512 +9,756%
MWM
3657
McNaughton Wealth Management
California
$501K +$5.77K +48 +1%
BFA
3658
Brendel Financial Advisors
New Hampshire
$500K -$2.61M -21,670 -85%
TM
3659
Titan Managers
Arizona
$499K -$89K -740 -16%
IHWM
3660
Iron Horse Wealth Management
Iowa
$497K +$450K +3,743 New
IR
3661
Invictus RG
Bermuda
$495K +$449K +3,730 New
ECM
3662
Ensemble Capital Management
California
$491K +$38.1K +317 +9%
MIOT
3663
Massachusetts Institute of Technology
Massachusetts
$491K +$83.2K +692 +23%
MI
3664
Moneywise Inc
Virginia
$490K +$3.73K +31 +0.8%
SG
3665
Swarthmore Group
Pennsylvania
$488K +$135K +1,123 +44%
BCMIO
3666
Beacon Capital Management Inc (Ohio)
Ohio
$487K +$21.2K +176 +5%
ED
3667
Exane Derivatives
France
$486K +$440K +3,661 New
VFIC
3668
Valley Forge Investment Consultants
Pennsylvania
$485K +$440K +3,654 New
ICM
3669
Intrepid Capital Management
Florida
$481K -$91.1K -757 -17%
MMM
3670
Mendel Money Management
Illinois
$481K -$1.2K -10 -0.3%
UWM
3671
USAdvisors Wealth Management
Minnesota
$481K +$26K +216 +6%
SPAS
3672
Spectrum Planning & Advisory Services
California
$479K +$434K +3,607 New
CWA
3673
Carolina Wealth Advisors
South Carolina
$478K +$19K +158 +5%
WWM
3674
Wiser Wealth Management
Georgia
$478K +$434K +3,605 New
TWP
3675
Total Wealth Planning
Ohio
$476K +$54K +449 +14%
145 146
147
148 149