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Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
3251
Intelligence Driven Advisers
California
$580K +$35.1K +220 +7%
SFWC
3252
Strategic Family Wealth Counselors
New Jersey
$580K +$163K +1,020 +40%
EC
3253
Estate Counselors
Wisconsin
$579K +$335M +2,098,720 +57,030%
CG
3254
Corundum Group
Colorado
$576K – – –
RA
3255
Rodgers & Associates
Pennsylvania
$573K +$562K +3,520 New
GA
3256
Gateway Advisory
New Jersey
$570K +$16K +100 +3%
P
3257
Palladiem
Pennsylvania
$570K +$559K +3,500 New
CSWG
3258
Cardinal Strategic Wealth Guidance
Kentucky
$567K -$79.8K -500 -13%
EA
3259
Eclectic Associates
California
$567K +$555K +3,480 New
MCM
3260
Mattern Capital Management
Colorado
$563K +$3.19K +20 +0.6%
CWAF
3261
Core Wealth Advisors (Florida)
Florida
$563K +$9.57K +60 +2%
FSG
3262
Financial Strategies Group
Michigan
$563K +$150K +940 +37%
PAM
3263
Palisade Asset Management
Minnesota
$560K – – –
OFA
3264
Oak Family Advisors
Illinois
$557K +$546K +3,420 New
CFIA
3265
Cantor Fitzgerald Investment Advisors
New York
$554K – – –
DC
3266
Derby & Company
Massachusetts
$554K – – –
PC
3267
Peavine Capital
Nevada
$554K – – –
OBWP
3268
O'Brien Wealth Partners
Massachusetts
$553K +$83K +520 +18%
CS
3269
Cannell & Spears
New York
$550K -$498K -3,120 -48%
MIG
3270
McGuire Investment Group
Rhode Island
$550K +$121K +760 +29%
AP
3271
Arlington Partners
Alabama
$550K +$198K +1,240 +58%
WA
3272
Wambolt & Associates
Colorado
$547K -$118K -740 -18%
PAG
3273
Pinnacle Advisory Group
Maryland
$547K -$44.7K -280 -8%
VIMU
3274
Veritas Investment Management (UK)
United Kingdom
$547K – – –
AWM
3275
Absher Wealth Management
North Carolina
$541K -$25.5K -160 -5%
129 130
131
132 133