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Name Holding Trade Value Shares
Change 		Change in
Stake
MTIM
4551
Marathon Trading Investment Management
Pennsylvania
$418K -$3.46M -18,947 -89%
TWP
4552
Total Wealth Planning
Ohio
$418K +$102K +559 +33%
OFS
4553
Oldfather Financial Services
Nebraska
$417K +$20.6K +113 +5%
JFG
4554
JMG Financial Group
Illinois
$415K – – –
JFG
4555
JDM Financial Group
Texas
$414K +$19.3K +106 +5%
RFP
4556
Roth Financial Partners
Texas
$414K – – –
VWA
4557
VERITY Wealth Advisors
United States
$414K – – –
FWM
4558
FSA Wealth Management
Massachusetts
$414K +$405K +2,220 New
MKA
4559
M. Kulyk & Associates
Georgia
$413K – – –
HWP
4560
Hibernia Wealth Partners
Louisiana
$413K +$37.2K +204 +10%
AWP
4561
Avid Wealth Partners
Texas
$411K +$15.1K +83 +4%
FIC
4562
Family Investment Center
Missouri
$409K +$96K +526 +31%
BIA
4563
Beacon Investment Advisors
Maryland
$408K – – –
BF
4564
Blankinship & Foster
California
$408K – – –
CYG
4565
Clean Yield Group
Vermont
$405K +$39.8K +218 +11%
AWM
4566
Allen Wealth Management
North Carolina
$404K +$23.7K +130 +6%
ST
4567
Somerset Trust
Pennsylvania
$402K – – –
LODC
4568
Lanham O'Dell & Company
West Virginia
$401K +$4.74K +26 +1%
SPWM
4569
Schrum Private Wealth Management
Florida
$401K +$127K +697 +48%
GCM
4570
Gallacher Capital Management
Colorado
$400K -$56K -307 -13%
CFG
4571
Clayton Financial Group
Missouri
$400K +$392K +2,147 New
CAM
4572
Campion Asset Management
Virginia
$400K – – –
LFA
4573
LGT Financial Advisors
Texas
$399K -$273K -1,494 -41%
LG
4574
LAM Group
Oregon
$399K – – –
AFP
4575
Alpha Financial Partners
Kentucky
$398K -$116K -634 -23%
181 182
183
184 185