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Name Holding Trade Value Shares
Change 		Change in
Stake
AR
3351
Advisory Research
Illinois
$610K -$338K -3,426 -32%
CCA
3352
Cravens & Co Advisors
Tennessee
$610K +$717K +7,258 New
RRCM
3353
Rappaport Reiches Capital Management
Illinois
$610K -$311K -3,152 -30%
WA
3354
Wealthstar Advisors
Texas
$609K +$23.1K +234 +3%
CFP
3355
Cypress Financial Planning
New Jersey
$609K -$16.9K -171 -2%
BDF
3356
Black Diamond Financial
Maryland
$608K – – –
MIM
3357
Merrion Investment Management
New Jersey
$608K -$25.7K -260 -3%
W
3358
WealthOne
New York
$605K -$639K -6,472 -47%
THL
3359
Tillman Hartley LLC
Colorado
$601K +$706K +7,150 New
WDL
3360
Well Done LLC
Michigan
$600K -$19.3K -195 -3%
ASFA
3361
All Season Financial Advisors
Colorado
$600K -$58.4K -591 -8%
MCM
3362
MV Capital Management
Maryland
$600K -$158K -1,598 -18%
IAG
3363
Investmark Advisory Group
Connecticut
$600K -$42.6K -431 -6%
ACM
3364
Advance Capital Management
Michigan
$599K -$569K -5,760 -45%
SWM
3365
Shelton Wealth Management
Texas
$598K -$47K -476 -6%
PS
3366
Portfolio Strategies
New York
$597K +$13.2K +134 +2%
FTUS
3367
Flow Traders U.S.
New York
$595K +$699K +7,079 New
CI
3368
Ceera Investments
Texas
$594K +$699K +7,075 New
PIFP
3369
Partners in Financial Planning
Virginia
$593K +$23.3K +236 +4%
CWM
3370
CCG Wealth Management
California
$593K +$84.2K +852 +14%
MCM
3371
Mattern Capital Management
Colorado
$591K +$29.6K +300 +4%
LC
3372
Lavaca Capital
Texas
$591K +$122K +1,230 +24%
T
3373
TNF
Montana
$590K +$51K +516 +10%
MAM
3374
MMA Asset Management
Pennsylvania
$590K +$116K +1,172 +20%
GA
3375
Goldstein Advisors
Wisconsin
$589K +$693K +7,017 New
133 134
135
136 137