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Name Holding Trade Value Shares
Change 		Change in
Stake
RS
3501
Retirement Solution
Washington
$489K +$117K +1,181 +25%
PI
3502
Pachira Investments
California
$486K +$4.15K +42 +0.7%
WAM
3503
Winslow Asset Management
Ohio
$486K +$22.7K +230 +4%
SIC
3504
Samalin Investment Counsel
New York
$485K +$128K +1,297 +29%
JWM
3505
Janiczek Wealth Management
Colorado
$484K -$138K -1,395 -22%
PG
3506
Prostatis Group
Maryland
$484K -$787K -7,964 -58%
AI
3507
AXS Investments
New York
$484K -$120K -1,210 -17%
AA
3508
AJ Advisors
Tennessee
$483K +$568K +5,753 New
SWG
3509
Summit Wealth Group
Vermont
$482K +$113K +1,140 +25%
BAM
3510
Bayshore Asset Management
Florida
$481K – – –
FNT
3511
First Nebraska Trust
Nebraska
$480K -$4.94K -50 -0.9%
SFG
3512
Sterling Financial Group
California
$480K +$564K +5,709 New
LGG
3513
Luts & Greenleigh Group
Maryland
$479K +$564K +5,707 New
IFAM
3514
Institutional & Family Asset Management
Colorado
$478K -$674K -6,825 -55%
CF
3515
Corrigan Financial
Rhode Island
$477K -$19.8K -200 -3%
SWAG
3516
Spectrum Wealth Advisory Group
California
$477K +$61.7K +625 +12%
ATWA
3517
Arbor Trust Wealth Advisors
Michigan
$476K +$29.6K +300 +6%
OPPS
3518
Obsidian Personal Planning Solutions
Maryland
$475K – – –
WC
3519
Westhampton Capital
North Carolina
$474K -$53.3K -540 -9%
FC
3520
Financial Council
Maryland
$474K -$13.8K -140 -2%
TM
3521
Tiger Management
New York
$474K +$557K +5,640 New
TF
3522
Theory Financial
Colorado
$473K +$557K +5,635 New
AWM
3523
Aspire Wealth Management
Massachusetts
$472K +$94.3K +955 +20%
AM
3524
Atwater Malick
Pennsylvania
$469K +$21.9K +222 +4%
WIA
3525
Westbourne Investment Advisors
Maryland
$467K -$3.26K -33 -0.6%
139 140
141
142 143