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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
4101
Total Wealth Planning
Ohio
$822K -$33.4K -234 -4%
RWG
4102
Regal Wealth Group
California
$820K +$102K +713 +13%
CIS
4103
Continental Investors Services
Washington
$813K +$143 +1 +0%
SIC
4104
Schwartz Investment Counsel
Michigan
$812K – – –
YAL
4105
Your Advocates Ltd
Texas
$812K -$11.4K -80 -1%
AAM
4106
Ameraudi Asset Management
New York
$812K +$73.9K +517 +9%
MIM
4107
Macroview Investment Management
Maryland
$810K +$286 +2 +0%
SA
4108
SRH Advisors
Kansas
$810K +$143 +1 +0%
SA
4109
Stewardship Advisors
Pennsylvania
$808K – – –
NRA
4110
NSI Retail Advisors
Pennsylvania
$808K – – –
BAMG
4111
Brand Asset Management Group
Missouri
$806K -$116K -810 -12%
HSA
4112
Hussman Strategic Advisors
Maryland
$806K – – –
D
4113
Dentgroup
Louisiana
$805K +$3.43K +24 +0.4%
PIN
4114
Prudent Investors Network
California
$804K -$5.26M -36,787 -86%
HAS
4115
Holland Advisory Services
Florida
$801K +$286 +2 +0%
ST
4116
Sageworth Trust
Pennsylvania
$801K +$7K +49 +0.8%
KA
4117
Kooman & Associates
Pennsylvania
$798K +$878K +6,144 New
BBA
4118
Braun-Bostich & Associates
Pennsylvania
$798K -$5K -35 -0.6%
MWM
4119
McNaughton Wealth Management
California
$795K +$47.7K +334 +6%
WWP
4120
Waypoint Wealth Partners
California
$791K -$29.7K -208 -3%
GPA
4121
Guidance Point Advisors
Massachusetts
$791K +$1K +7 +0.1%
MWM
4122
MBE Wealth Management
Wisconsin
$791K -$19.7K -138 -2%
CSIA
4123
Charles Schwab Investment Advisory
California
$788K -$152K -1,062 -15%
HCA
4124
Hyperion Capital Advisors
New York
$786K – – –
RBCM
4125
Raub Brock Capital Management
California
$786K +$200K +1,400 +30%
163 164
165
166 167