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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
3726
Copeland Capital Management
Pennsylvania
$89K – – –
NR
3727
Newfound Research
Massachusetts
$89K +$33.2K +200 +63%
KFS
3728
Kelly Financial Services
Massachusetts
$84K +$960M +5,777,860 +361,116%
WC
3729
Westwind Capital
New Mexico
$76K – – –
LWP
3730
Laurel Wealth Planning
Minnesota
$76K +$26.6K +160 +57%
EP
3731
Elkhorn Partners
Nebraska
$72K -$49.9K -300 -42%
TLFA
3732
True Link Financial Advisors
California
$72K +$69.8K +420 New
GIA
3733
Goodwin Investment Advisory
Georgia
$69K – – –
EC
3734
Estate Counselors
Wisconsin
$68K -$366M -2,202,000 -100%
YAL
3735
Your Advocates Ltd
Texas
$65K – – –
JMF
3736
Johnson Midwest Financial
Iowa
$62K +$6.65K +40 +13%
DRS
3737
Deane Retirement Strategies
Louisiana
$58K – – –
SA
3738
SRH Advisors
Kansas
$58K – – –
WFA
3739
West Financial Advisors
Iowa
$55K – – –
LSA
3740
Lion Street Advisors
Texas
$51.6K +$49.9K +300 New
LFASL
3741
Lugano Financial Advisors SA (LFA)
Switzerland
$48K – – –
FEG
3742
Financial Enhancement Group
Indiana
$45K – – –
DCM
3743
Disciplina Capital Management
Tennessee
$41.3K +$6.65K +40 +20%
DI
3744
Disciplined Investments
Oklahoma
$38K – – –
BFG
3745
Baron Financial Group
New Jersey
$34.4K – – –
LAM
3746
Lountzis Asset Management
Pennsylvania
$34K – – –
IHWM
3747
Iron Horse Wealth Management
Iowa
$31K +$9.97K +60 +50%
H
3748
HoyleCohen
California
$28.3K +$29.9K +180 +0.1%
ARIS
3749
Advanced Research Investment Solutions
California
$28K – – –
CIAS
3750
CBIZ Investment Advisory Services
Ohio
$28K – – –
148 149
150
151 152