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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2126
Wade Financial Advisory
California
$431K -$5.9K -133 -1%
WFM
2127
Wolff Financial Management
Michigan
$431K – – –
CANY
2128
Caxton Associates (New York)
New York
$429K -$1.12M -25,272 -70%
FCFC
2129
First Citizens Financial Corp
Iowa
$429K -$21.3K -480 -4%
AIP
2130
Almanack Investment Partners
Pennsylvania
$428K -$654K -14,736 -58%
AMG
2131
Asset Management Group
Connecticut
$428K -$10.4K -235 -2%
WAL
2132
W Advisors LLC
Tennessee
$428K +$44 +1 +0%
PWMG
2133
Prestige Wealth Management Group
New Jersey
$427K +$49.4K +1,113 +12%
NQWM
2134
Northwest Quadrant Wealth Management
Oregon
$425K +$2.53K +57 +0.5%
FSC
2135
Full Sail Capital
Oklahoma
$424K -$18.8K -423 -4%
AA
2136
Aire Advisors
California
$423K -$52.2K -1,176 -10%
DI
2137
DAGCO Inc
Ohio
$422K +$89 +2 +0%
FL
2138
Fort LP
Maryland
$421K -$269K -6,068 -37%
JWM
2139
Janiczek Wealth Management
Colorado
$421K -$95.6K -2,155 -17%
CFS
2140
CRA Financial Services
New Jersey
$421K -$11.6K -262 -2%
BFA
2141
Beaumont Financial Advisors
Massachusetts
$421K +$2.53K +57 +0.5%
TWI
2142
Thomas White International
Illinois
$420K – – –
RWM
2143
RKL Wealth Management
Pennsylvania
$420K +$38K +857 +9%
SFWA
2144
Summit Financial Wealth Advisors
Louisiana
$419K -$57.7K -1,300 -12%
MTWM
2145
Masso Torrence Wealth Management
New Jersey
$419K +$5.41K +122 +1%
GF
2146
Gries Financial
Ohio
$418K -$3.11K -70 -0.7%
CAM
2147
Cozad Asset Management
Illinois
$417K -$7.41K -167 -2%
NLP
2148
Next Level Private
New York
$417K +$441K +9,931 New
MFG
2149
Magnus Financial Group
New York
$416K +$13.7K +308 +3%
AA
2150
Alta Advisers
United Kingdom
$416K +$461K +10,400 New
84 85
86
87 88