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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
4001
Maripau Wealth Management
Indiana
$979K +$899K +5,688 New
MMM
4002
Mendel Money Management
Illinois
$974K -$11.1K -70 -1%
LCG
4003
Luxor Capital Group
New York
$973K +$866K +5,482 New
APC
4004
Asset Planning Corporation
Tennessee
$969K +$11.1K +70 +1%
FVCM
4005
F&V Capital Management
Florida
$959K -$66.4K -420 -7%
HFAS
4006
Hummer Financial Advisory Services
Illinois
$953K – – –
T
4007
TOBAM
France
$951K -$55.3K -350 -6%
WF
4008
Warner Financial
Maryland
$950K +$845K +5,349 New
JC
4009
Jentner Corp
Ohio
$949K -$12.3K -78 -1%
PWA
4010
Pillar Wealth Advisors
Pennsylvania
$945K +$841K +5,322 New
TF
4011
Theory Financial
Colorado
$942K +$838K +5,303 New
AFO
4012
Allie Family Office
Florida
$941K +$838K +5,300 New
ACP
4013
Arcus Capital Partners
Georgia
$938K -$372K -2,351 -31%
RCG
4014
Resource Consulting Group
Florida
$936K +$833K +5,272 New
CSIA
4015
Charles Schwab Investment Advisory
California
$934K -$15.3K -97 -2%
MC
4016
Merlin Capital
Rhode Island
$934K +$831K +5,259 New
LWA
4017
Lowe Wealth Advisors
Maryland
$933K +$46.6K +295 +6%
CWM
4018
Cranbrook Wealth Management
Michigan
$930K +$29.2K +185 +4%
PA
4019
Prism Advisors
California
$925K -$123K -779 -13%
PAMP
4020
Polar Asset Management Partners
Ontario, Canada
$922K +$820K +5,191 New
AWA
4021
ARQ Wealth Advisors
Arizona
$921K +$6.32K +40 +0.8%
RVPG
4022
Relative Value Partners Group
$919K – – –
TAIM
4023
TD Ameritrade Investment Management
Nebraska
$916K +$283K +1,792 +53%
RP
4024
Riverwater Partners
Wisconsin
$912K +$812K +5,135 New
PRC
4025
Pearl River Capital
Michigan
$910K +$809K +5,122 New
159 160
161
162 163