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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
3201
Westhampton Capital
North Carolina
$693K +$3.45K +20 +0.5%
WFAG
3202
Wescott Financial Advisory Group
Pennsylvania
$693K +$17.2K +100 +2%
PD
3203
Planning Directions
Pennsylvania
$693K +$27.6K +160 +4%
WCFA
3204
Walkner Condon Financial Advisors
Wisconsin
$691K +$89.7K +520 +14%
CFA
3205
Camarda Financial Advisors
Florida
$690K – – –
MIM
3206
Martin Investment Management
Florida
$690K +$34.5K +200 +5%
FG
3207
Foster Group
Iowa
$683K – – –
WFA
3208
WestHill Financial Advisors
California
$680K +$714K +4,140 New
FDS
3209
First Dallas Securities
Texas
$679K – – –
MAS
3210
Managed Account Services
Florida
$677K -$3.45K -20 -0.5%
LCM
3211
LVM Capital Management
Michigan
$677K +$20.7K +120 +3%
CFO
3212
CVA Family Office
Colorado
$671K -$1.61M -9,340 -69%
MSU
3213
Mizuho Securities USA
New York
$670K -$1.34M -7,760 -66%
EA
3214
Eclectic Associates
California
$670K +$6.9K +40 +1%
ASI
3215
Advisory Services & Investments
Oregon
$667K +$700K +4,060 New
BA
3216
Bridge Advisory
California
$664K +$3.45K +20 +0.5%
WRM
3217
Weybosset Research & Management
Rhode Island
$664K +$34.5K +200 +5%
SNBOSD
3218
Security National Bank of So Dak
Iowa
$664K +$397K +2,300 +132%
WA
3219
Wambolt & Associates
Colorado
$663K – – –
BA
3220
Bellwether Advisors
Nebraska
$660K +$352K +2,040 +103%
GWM
3221
GSB Wealth Management
Connecticut
$658K -$331K -1,920 -32%
WCA
3222
Waratah Capital Advisors
Ontario, Canada
$657K -$49.8M -288,760 -99%
AAP
3223
Ardsley Advisory Partners
Connecticut
$657K -$1.21M -7,000 -64%
BWLSA
3224
Blue Water Life Science Advisors
California
$657K – – –
FS
3225
Ferguson Shapiro
Georgia
$654K – – –
127 128
129
130 131