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Name Holding Trade Value Shares
Change 		Change in
Stake
YCG
2651
Yeomans Consulting Group
Georgia
$352K +$3.88K +63 +1%
LTI
2652
Laffer Tengler Investments
Tennessee
$352K +$86.8K +1,410 +33%
BFA
2653
Beacon Financial Advisory
Ohio
$351K -$1.03M -16,777 -75%
SDWMA
2654
Schneider Downs Wealth Management Advisors
Pennsylvania
$351K +$308 +5 +0.1%
AIA
2655
Armor Investment Advisors
North Carolina
$349K – – –
ATS
2656
Ashton Thomas Securities
New York
$349K +$9.79K +159 +3%
MWP
2657
Madison Wealth Partners
Wisconsin
$349K +$246 +4 +0.1%
FWP
2658
Falcon Wealth Planning
California
$348K +$9.05K +147 +3%
BBA
2659
Braun-Bostich & Associates
Pennsylvania
$347K +$493 +8 +0.1%
MWM
2660
Mattern Wealth Management
Kansas
$346K -$5.05K -82 -1%
SPWM
2661
Straight Path Wealth Management
Michigan
$345K – – –
WIA
2662
Wetzel Investment Advisors
Indiana
$345K -$15.7K -255 -4%
SL
2663
Sentinus LLC
Illinois
$345K +$23K +374 +7%
WDL
2664
Well Done LLC
Michigan
$344K +$29.7K +483 +9%
BDFN
2665
Bond & Devick Financial Network
Minnesota
$343K -$33.9K -550 -9%
VST
2666
Van Strum & Towne
California
$343K +$92.3K +1,500 +37%
PWM
2667
Palacios Wealth Management
Florida
$343K -$14.2K -230 -4%
SCM
2668
Sterneck Capital Management
Missouri
$342K -$17.1K -278 -5%
TFGT
2669
TS Financial Group (TSFG)
Illinois
$342K +$149K +2,425 +78%
IAG
2670
Investment Advisory Group
Massachusetts
$340K +$185 +3 +0.1%
VAF
2671
Values Added Financial
District of Columbia
$340K +$36K +584 +12%
PA
2672
Planning Alternatives
Michigan
$340K +$339K +5,505 New
WMP
2673
Wealth Management Partners
Arizona
$340K -$4.13K -67 -1%
SJL
2674
Shayne & Jacobs LLC
Tennessee
$339K – – –
CSWG
2675
Cardinal Strategic Wealth Guidance
Kentucky
$339K -$68.6K -1,115 -17%
105 106
107
108 109