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Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
3351
Horizon Investment Services
Indiana
$557K -$6.65K -40 -1%
AWM
3352
Adams Wealth Management
Utah
$557K +$26.6K +160 +5%
FBT
3353
First Bankers Trust
Kentucky
$554K -$59.8K -360 -10%
P
3354
Palladiem
Pennsylvania
$554K – – –
FCFC
3355
First Citizens Financial Corp
Iowa
$551K – – –
NRI
3356
NFP Retirement Inc
California
$550K +$3.32K +20 +0.6%
GWM
3357
Gitterman Wealth Management
New Jersey
$550K -$166K -1,000 -24%
BWA
3358
Bordeaux Wealth Advisors
California
$550K +$23.3K +140 +5%
UWM
3359
USAdvisors Wealth Management
Minnesota
$550K +$140K +840 +36%
MUMSS
3360
Mitsubishi UFJ Morgan Stanley Securities
Japan
$550K +$532K +3,200 New
CWM
3361
Chicago Wealth Management
Illinois
$547K – – –
OWA
3362
One Wealth Advisors
California
$547K – – –
ICP
3363
Ironvine Capital Partners
Nebraska
$547K +$66.5K +400 +14%
WA
3364
WESPAC Advisors
California
$544K -$618K -3,720 -54%
SL
3365
Salomon & Ludwin
Virginia
$540K +$39.9K +240 +8%
HC
3366
Hatton Consulting
Arizona
$540K +$186K +1,120 +55%
BA
3367
Ballew Advisors
Mississippi
$539K -$482K -2,900 -50%
VBFP
3368
Valtinson Bruner Financial Planning
Minnesota
$537K – – –
POIA
3369
Pin Oak Investment Advisors
Texas
$533K -$203K -1,220 -28%
GG
3370
Greenwood Gearhart
Arkansas
$533K -$43.2K -260 -8%
PWS
3371
Paragon Wealth Strategies
Florida
$533K – – –
SMF
3372
Sterling Manor Financial
New York
$533K – – –
IRC
3373
Investors Research Corp
Georgia
$533K +$19.9K +120 +4%
ACA
3374
Anchor Capital Advisors
Massachusetts
$526K -$6.65K -40 -1%
HFA
3375
High Falls Advisors
New York
$526K – – –
133 134
135
136 137