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Name Holding Trade Value Shares
Change 		Change in
Stake
WEPOG
4176
Wealth Enhancement & Preservation of GA
Georgia
$1.07M +$45.3K +260 +5%
AMR
4177
Asset Management Resources
Massachusetts
$1.07M -$10.8K -62 -1%
SHJ
4178
Sharkey, Howes & Javer
Colorado
$1.06M -$15K -86 -2%
SA
4179
SRN Advisors
Pennsylvania
$1.06M -$29.3K -168 -3%
TCFP
4180
Treasure Coast Financial Planning
Florida
$1.06M -$53.5K -307 -5%
MWM
4181
Maripau Wealth Management
Indiana
$1.06M +$290K +1,663 +44%
SFG
4182
Socha Financial Group
New York
$1.06M +$646K +3,709 +212%
IFO
4183
Independent Family Office
New York
$1.06M – – –
OAM
4184
Oberweis Asset Management
Illinois
$1.06M -$5.05K -29 -0.5%
T
4185
TrueFG
Texas
$1.05M -$182K -1,045 -16%
TPM
4186
Triasima Portfolio Management
Quebec, Canada
$1.05M – – –
NRA
4187
NSI Retail Advisors
Pennsylvania
$1.05M -$139K -800 -13%
LWA
4188
LWS Wealth Advisors
New Jersey
$1.05M -$9.41K -54 -1%
FTA
4189
Financial & Tax Architects
Missouri
$1.05M -$130K -745 -12%
RFG
4190
Range Financial Group
Oregon
$1.05M +$161K +925 +21%
RTL
4191
Red Tortoise LLC
Georgia
$1.04M -$10.6K -61 -1%
PM
4192
Penbrook Management
New York
$1.04M -$74.1K -425 -7%
PIC
4193
Portland Investment Counsel
Ontario, Canada
$1.03M -$413K -2,368 -31%
SA
4194
SRH Advisors
Kansas
$1.03M – – –
WFA
4195
Websterrogers Financial Advisors
South Carolina
$1.02M -$88.2K -506 -9%
HFAS
4196
Hummer Financial Advisory Services
Illinois
$1.02M – – –
CWM
4197
Capital Wealth Management
Rhode Island
$1.02M – – –
AAMC
4198
Asset Allocation & Management Company
Illinois
$1.02M -$830K -4,762 -48%
GC
4199
Guidance Capital
Kentucky
$1.02M +$996K +5,718 New
PWP
4200
Phillips Wealth Planners
Mississippi
$1.02M -$7.49K -43 -0.8%
166 167
168
169 170