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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
4301
Axim Planning & Wealth
Ohio
$56K +$62.5K +413 New
RQS
4302
Ramsey Quantitative Systems
Kentucky
$55K +$60.6K +400 New
WC
4303
Westwind Capital
New Mexico
$49K +$53.9K +356 New
IAIM
4304
International Assets Investment Management
Florida
$44.3K +$758K +5,004 +1%
BWS
4305
BCR Wealth Strategies
Alabama
$44K – – –
HFS
4306
HBC Financial Services
Washington
$40K – – –
MGIM
4307
M&G Investment Management
United Kingdom
$39.3K -$7.72K -51 -0%
DCM
4308
Disciplina Capital Management
Tennessee
$37.9K – – –
WFA
4309
Wells Financial Advisors
Massachusetts
$34K – – –
SJIA
4310
St. James Investment Advisors
New York
$20K -$26.5K -175 -54%
HMS
4311
Hanseatic Management Services
New Mexico
$19K -$942K -6,220 -98%
KSWA
4312
Kathleen S. Wright Associates
Pennsylvania
$15K +$17K +112 New
FGAM
4313
Financial Gravity Asset Management
Texas
$14.2K +$321K +2,120 +23%
LIM
4314
Longfellow Investment Management
Massachusetts
$14K – – –
AWMS
4315
Advocacy Wealth Management Services
Georgia
$13K – – –
D
4316
Drystone
Virginia
$13K – – –
LFASL
4317
Lugano Financial Advisors SA (LFA)
Switzerland
$13K +$15.1K +100 New
CWM
4318
Consultiva Wealth Management
Puerto Rico
$12K – – –
BIM
4319
Baldwin Investment Management
Pennsylvania
$11.5K -$369K -2,437 -3%
CP
4320
Castleview Partners
Texas
$9.24K -$1.91M -12,619 -81%
UFF
4321
USA Financial Formulas
Michigan
$9K +$1.06K +7 +12%
ONST
4322
Old North State Trust
North Carolina
$6.36K – – –
WA
4323
Win Advisors
Florida
$6K – – –
RDIA
4324
RE Dickinson Investment Advisors
Iowa
$4.35K -$8.18K -54 -0.2%
GSAM
4325
Grant Street Asset Management
Pennsylvania
$4.03K +$447K +2,950 +11%
171 172
173
174 175