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Name Holding Trade Value Shares
Change 		Change in
Stake
LWIC
4351
Leith Wheeler Investment Counsel
British Columbia, Canada
$441K – – –
WS
4352
Wela Strategies
Georgia
$439K -$14.3K -97 -4%
AC
4353
AIFG Consultants
New York
$439K +$62.9K +426 +19%
CJFS
4354
Coulter & Justus Financial Services
Tennessee
$438K +$443 +3 +0.1%
SWM
4355
SigFig Wealth Management
California
$435K +$62K +420 +21%
WAM
4356
Wakefield Asset Management
Colorado
$433K -$50.2K -340 -11%
IFPL
4357
Investments & Financial Planning LLC
Kentucky
$431K -$52.8K -358 -12%
WIC
4358
Wilkins Investment Counsel
Massachusetts
$429K -$5.75K -39 -1%
AFG
4359
Arkansas Financial Group
Arkansas
$429K -$4.87K -33 -1%
AFC
4360
Adaptive Financial Consulting
Ohio
$419K -$9.44K -64 -2%
PWS
4361
Peloton Wealth Strategists
Indiana
$419K – – –
SWM
4362
Solano Wealth Management
California
$419K +$374K +2,538 New
AWMNH
4363
Arcadia Wealth Management (New Hampshire)
New Hampshire
$418K -$12.8K -87 -3%
ES
4364
ETF Store
Kansas
$417K -$1.92K -13 -0.5%
ECG
4365
EPIQ Capital Group
California
$414K -$28.9K -196 -7%
TAIM
4366
TD Ameritrade Investment Management
Nebraska
$412K -$81.9K -555 -18%
MI
4367
Moneywise Inc
Virginia
$411K +$18.7K +127 +5%
DMKJ
4368
David M. Knott Jr
$411K – – –
CF
4369
Convergence Financial
Missouri
$410K +$29.7K +201 +9%
SWA
4370
ShankerValleau Wealth Advisors
Illinois
$407K – – –
EFG
4371
Erickson Financial Group
Pennsylvania
$406K – – –
BTIM
4372
BancFirst Trust & Investment Management
Oklahoma
$406K -$269K -1,823 -42%
AG
4373
Appleton Group
Wisconsin
$402K +$360K +2,438 New
TFA
4374
Tranquilli Financial Advisor
New Jersey
$400K – – –
FPCG
4375
Forum Private Client Group
Indiana
$398K -$40.1K -272 -10%
173 174
175
176 177