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Name Holding Trade Value Shares
Change 		Change in
Stake
LHWM
3276
Lake Hills Wealth Management
Texas
$669K +$787K +7,968 New
GA
3277
GoalVest Advisory
New York
$669K -$2.39M -24,204 -75%
CIC
3278
Crawford Investment Counsel
Georgia
$668K +$12.3K +125 +2%
MFGM
3279
Marshall Financial Group (Maryland)
Maryland
$668K +$5.43K +55 +0.7%
T
3280
TRUADVICE
Florida
$668K +$123K +1,245 +22%
VC
3281
Vestor Capital
Illinois
$667K -$7.21M -73,038 -90%
BMD
3282
Better Money Decisions
New Mexico
$666K +$249K +2,517 +46%
SA
3283
Sicart Associates
New York
$665K +$109K +1,100 +16%
FFC
3284
First Financial Corp
Indiana
$664K -$15.8K -160 -2%
II
3285
Ibex Investors
Colorado
$664K +$780K +7,900 New
COCM
3286
Charter Oak Capital Management
New Hampshire
$662K +$326K +3,302 +72%
CAM
3287
Concorde Asset Management
Michigan
$662K +$379K +3,835 +95%
MAG
3288
MRA Advisory Group
New Jersey
$661K +$889 +9 +0.1%
BWM
3289
Birchcreek Wealth Management
Ohio
$661K +$25K +253 +3%
PIC
3290
Portland Investment Counsel
Ontario, Canada
$659K – – –
LCM
3291
Leisure Capital Management
California
$658K -$41.8K -423 -5%
LWMM
3292
Legacy Wealth Management (Mississippi)
Mississippi
$656K -$116K -1,179 -13%
QCM
3293
Qsemble Capital Management
New York
$655K +$770K +7,800 New
DWA
3294
Delap Wealth Advisory
Oregon
$655K +$770K +7,794 New
AWM
3295
Avaii Wealth Management
Wisconsin
$654K +$48.2K +488 +7%
LFA
3296
LGT Financial Advisors
Texas
$654K +$769K +7,784 New
ARG
3297
Advisory Resource Group
Oklahoma
$654K +$26.2K +265 +4%
SWP
3298
Summit Wealth Partners
Florida
$654K -$54.2K -549 -7%
AP
3299
Atwood & Palmer
Missouri
$654K -$19.8K -200 -3%
EA
3300
Echo45 Advisors
California
$653K -$28.5K -289 -4%
130 131
132
133 134