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Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
4076
Lutz Financial Services
Nebraska
$1.3M -$612K -3,513 -34%
GA
4077
GoalVest Advisory
New York
$1.29M +$230K +1,318 +25%
WMR
4078
Wealth Management Resources
Rhode Island
$1.29M +$42.5K +244 +4%
GCWM
4079
Graham Capital Wealth Management
District of Columbia
$1.29M -$17.4K -100 -1%
MFC
4080
Morris Financial Concepts
South Carolina
$1.29M -$12.4K -71 -1%
MWP
4081
Meredith Wealth Planning
Illinois
$1.29M -$438K -2,513 -27%
LFASL
4082
Lugano Financial Advisors SA (LFA)
Switzerland
$1.29M +$1.03M +5,916 +827%
JF
4083
Joule Financial
Kentucky
$1.28M -$84.9K -487 -7%
FIBT
4084
First International Bank & Trust
North Dakota
$1.28M -$16.6K -95 -1%
BA
4085
BCM Advisors
Louisiana
$1.28M +$660K +3,787 +129%
CWM
4086
Cedar Wealth Management
California
$1.28M -$115K -658 -9%
YAL
4087
Your Advocates Ltd
Texas
$1.28M +$6.97K +40 +0.6%
TWM
4088
Trinity Wealth Management
Pennsylvania
$1.28M -$58.5K -336 -5%
FA
4089
Financial Alternatives
California
$1.27M -$12.7K -73 -1%
AMIM
4090
Aull & Monroe Investment Management
Alabama
$1.27M – – –
RA
4091
Rodgers & Associates
Pennsylvania
$1.27M +$30K +172 +3%
ACM
4092
Arlington Capital Management
Illinois
$1.27M +$7.67K +44 +0.7%
FFM
4093
Flagstone Financial Management
Nebraska
$1.27M -$871 -5 -0.1%
AFWM
4094
AMJ Financial Wealth Management
Virginia
$1.26M +$158K +909 +16%
SA
4095
Stewardship Advisors
Pennsylvania
$1.26M +$67.6K +388 +6%
BC
4096
BIT Capital
Germany
$1.26M -$95.7K -549 -8%
RCM
4097
Requisite Capital Management
Texas
$1.26M -$9.23K -53 -0.8%
NWMG
4098
National Wealth Management Group
Ohio
$1.25M +$98.6K +566 +9%
PSC
4099
Prentiss Smith & Co
Vermont
$1.24M – – –
EAM
4100
Empirical Asset Management
Massachusetts
$1.24M -$613K -3,517 -35%
162 163
164
165 166