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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
3501
Windsor Wealth Management
Indiana
$846K -$235K -1,757 -21%
LFA
3502
LGT Financial Advisors
Texas
$841K -$62.4K -466 -7%
HCA
3503
Heck Capital Advisors
Wisconsin
$840K +$16.9K +126 +2%
HFM
3504
Hartford Funds Management
Pennsylvania
$840K +$56.8K +424 +7%
MWM
3505
Mascoma Wealth Management
New Hampshire
$838K +$21.3K +159 +2%
LBWM
3506
Left Brain Wealth Management
Illinois
$838K – – –
DI
3507
DAGCO Inc
Ohio
$835K -$360K -2,690 -30%
HI
3508
Harper Investing
California
$835K +$650K +4,850 +283%
FFWM
3509
Future Financial Wealth Management
Ohio
$834K – – –
WWMSC
3510
Wagner Wealth Management (South Carolina)
South Carolina
$832K +$12.7K +95 +1%
PP
3511
Paloma Partners
Connecticut
$830K +$875K +6,527 +163,175%
ASFA
3512
All Season Financial Advisors
Colorado
$830K -$10.5K -78 -1%
IA
3513
IFG Advisors
Missouri
$830K -$10.5K -78 -1%
CMBA
3514
C.M. Bidwell & Associates
Hawaii
$829K +$85.9K +641 +11%
SCM
3515
Seascape Capital Management
New Hampshire
$829K +$32.7K +244 +4%
TCM
3516
Tradewinds Capital Management
Washington
$827K +$6.03K +45 +0.7%
NB
3517
Northwest Bancshares
Pennsylvania
$827K +$7.77K +58 +0.9%
MWM
3518
Moran Wealth Management
Florida
$826K +$113K +840 +15%
PIFP
3519
Partners in Financial Planning
Virginia
$823K -$58.6K -437 -6%
BRA
3520
Biechele Royce Advisors
Indiana
$821K -$20.6K -154 -2%
WBCM
3521
Wilson & Boucher Capital Management
California
$820K – – –
LGG
3522
Luts & Greenleigh Group
Maryland
$819K -$41.5K -310 -5%
DF
3523
Dunhill Financial
United Kingdom
$819K +$16.2K +121 +2%
CPSC
3524
Carl P. Sherr & Co
Massachusetts
$817K – – –
NFG
3525
Northeast Financial Group
Pennsylvania
$815K -$161K -1,204 -16%
139 140
141
142 143