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Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
3826
Strategic Point Investment Advisors
Rhode Island
$143K – – –
CI
3827
Cordant Inc
Oregon
$110K +$39.1K +302 +60%
LAS
3828
Lloyd Advisory Services
Georgia
$108K +$2.98K +23 +3%
GCGDR
3829
Geo Capital Gestora de Recursos
Brazil
$107K +$16.1K +124 +19%
H
3830
HoyleCohen
California
$101K -$734K -5,663 -0.8%
IWMA
3831
Ironwood Wealth Management (Arizona)
Arizona
$100K +$26.3K +203 +38%
HF
3832
Halpern Financial
Virginia
$98.5K – – –
LSA
3833
Lion Street Advisors
Texas
$95.9K -$369K -2,845 -80%
CG
3834
Cutler Group
California
$95K -$172K -1,326 -66%
KIG
3835
Kessler Investment Group
Indiana
$79K +$63.7K +492 +586%
EC
3836
Estate Counselors
Wisconsin
$68K – – –
SFG
3837
Sage Financial Group
Pennsylvania
$67K – – –
NIM
3838
NuWave Investment Management
New Jersey
$57K -$823K -6,355 -94%
NWM
3839
Navigation Wealth Management
Colorado
$54K – – –
MFG
3840
Monumental Financial Group
Maryland
$46K -$813K -6,275 -95%
HC
3841
Hoese & Co
Minnesota
$42K +$13.9K +107 +54%
LAM
3842
Lountzis Asset Management
Pennsylvania
$38K – – –
DCM
3843
Disciplina Capital Management
Tennessee
$35K +$5.44K +42 +20%
WFA
3844
Wells Financial Advisors
Massachusetts
$34K – – –
KJHP
3845
K.J. Harrison & Partners
Ontario, Canada
$32.4K +$1.28M +9,845 +4%
WAM
3846
Wolverine Asset Management
Illinois
$30K -$630K -4,861 -96%
MRG
3847
Milestone Resources Group
British Virgin Islands
$30K +$10.2K +79 +58%
AWMS
3848
Advocacy Wealth Management Services
Georgia
$28K – – –
CPFP
3849
Clear Perspectives Financial Planning
Ohio
$28K – – –
EWM
3850
Elite Wealth Management
Washington
$28K -$3.93M -30,299 -13%
152 153
154
155 156