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Name Holding Trade Value Shares
Change 		Change in
Stake
FWSM
3426
First Wilshire Securities Management
California
$884K -$177K -1,547 -19%
CSIA
3427
Carl Stuart Investment Advisor
Texas
$883K +$773K +6,770 New
GWA
3428
Geometric Wealth Advisors
District of Columbia
$881K +$24K +210 +3%
GA
3429
Goldstein Advisors
Wisconsin
$881K -$34.9K -306 -4%
LGG
3430
Luts & Greenleigh Group
Maryland
$880K -$19.2K -168 -2%
AWM
3431
AllSquare Wealth Management
New York
$880K – – –
HI
3432
Hudock Inc
Pennsylvania
$879K -$10.7K -94 -1%
MCI
3433
MRP Capital Investments
Georgia
$877K -$213K -1,865 -22%
MSFP
3434
Mark Sheptoff Financial Planning
Connecticut
$877K +$13.7K +120 +2%
SWM
3435
Silverlake Wealth Management
Vermont
$871K -$12.8K -112 -2%
BWM
3436
Biltmore Wealth Management
Arizona
$870K -$12.7K -111 -2%
PS
3437
Portfolio Strategies
New York
$868K -$42.1K -369 -5%
D
3438
Diversified
Delaware
$867K -$27.5K -241 -3%
GFPC
3439
Global Financial Private Client
Florida
$865K – – –
BRA
3440
Biechele Royce Advisors
Indiana
$863K +$137K +1,198 +22%
WAM
3441
Werlinich Asset Management
Connecticut
$863K – – –
ASFA
3442
All Season Financial Advisors
Colorado
$861K +$30.1K +264 +4%
UWPG
3443
Ullmann Wealth Partners Group
Florida
$861K -$1.37K -12 -0.2%
IA
3444
IFG Advisors
Missouri
$861K +$9.14K +80 +1%
BFA
3445
BMS Financial Advisors
South Dakota
$860K -$78.5K -687 -9%
SIG
3446
Spinnaker Investment Group
California
$860K -$19.9K -174 -3%
YWM
3447
Yoder Wealth Management
California
$859K -$212K -1,860 -22%
LBWM
3448
Left Brain Wealth Management
Illinois
$859K -$65.1K -570 -8%
FFWM
3449
Future Financial Wealth Management
Ohio
$855K +$22.8K +200 +3%
FF
3450
Friedenthal Financial
New Jersey
$855K +$749K +6,560 New
136 137
138
139 140