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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
3451
MKT Advisors
California
$820K +$284K +1,840 +32%
PI
3452
Pachira Investments
California
$818K -$467K -3,020 -38%
AWA
3453
Aletheian Wealth Advisors
Washington
$818K +$216K +1,400 +39%
CWM
3454
Cordatus Wealth Management
Pennsylvania
$815K -$4.74M -30,680 -86%
MPPLM
3455
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$815K -$12.4K -80 -2%
SCS
3456
Syquant Capital SAS
France
$815K +$124K +800 +19%
ASI
3457
Advisory Services & Investments
Oregon
$815K +$145K +940 +23%
GB
3458
Goepper Burkhardt
South Carolina
$814K +$34K +220 +5%
VF
3459
Vista Finance
Missouri
$812K -$331K -2,140 -30%
JWBC
3460
John W. Brooker & Co
California
$812K – – –
DFA
3461
DHJJ Financial Advisors
Illinois
$811K – – –
DC
3462
Defender Capital
North Carolina
$808K – – –
HP
3463
HT Partners
Connecticut
$808K +$6.18K +40 +0.8%
FNBTCON
3464
First National Bank & Trust Co of Newtown
Pennsylvania
$808K +$34K +220 +5%
PWA
3465
PCG Wealth Advisors
Kansas
$808K +$223K +1,440 +41%
LFA
3466
Lauterbach Financial Advisors
Texas
$808K +$392K +2,540 +105%
KL
3467
KilterHowling LLC
Colorado
$805K +$43.3K +280 +6%
TFA
3468
Triad Financial Advisors
North Carolina
$805K -$865K -5,600 -53%
LWP
3469
Legacy Wealth Planning
Nevada
$805K -$18.5K -120 -2%
RWM
3470
Reston Wealth Management
Virginia
$805K – – –
KC
3471
Kenfarb & Co
Kentucky
$802K – – –
RB
3472
Rodgers Brothers
Pennsylvania
$802K – – –
AAM
3473
Auxier Asset Management
Oregon
$802K +$30.9K +200 +4%
CCA
3474
Conservest Capital Advisors
Pennsylvania
$799K +$37.1K +240 +5%
ATWA
3475
Arbor Trust Wealth Advisors
Michigan
$799K +$328K +2,120 +76%
137 138
139
140 141