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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2601
Ashford Capital Management
Delaware
$505K – – –
FIA
2602
FNY Investment Advisers
New York
$505K +$485K +3,000 New
TWP
2603
Tempus Wealth Planning
California
$503K -$415K -2,568 -46%
CFG
2604
Compton Financial Group
Maryland
$502K – – –
PWM
2605
Palumbo Wealth Management
New York
$502K +$3.71K +23 +0.8%
CWM
2606
Cabot Wealth Management
Massachusetts
$500K – – –
JF
2607
Joule Financial
Kentucky
$500K +$61.1K +378 +15%
AWAU
2608
Alliance Wealth Advisors (Utah)
Utah
$499K +$14.7K +91 +3%
LF
2609
LifeSteps Financial
California
$498K -$30.2K -187 -6%
WS
2610
Wela Strategies
Georgia
$497K -$7.59K -47 -2%
GPI
2611
General Partner Inc
Pennsylvania
$497K – – –
PSFG
2612
Prairie Sky Financial Group
Illinois
$497K +$5.82K +36 +1%
CWC
2613
Carolinas Wealth Consulting
North Carolina
$495K +$21.3K +132 +0.7%
PAIM
2614
Punch & Associates Investment Management
Minnesota
$495K +$170K +1,053 +56%
HIS
2615
Harvest Investment Services
Illinois
$493K +$472K +2,922 New
OAM
2616
Occidental Asset Management
California
$493K -$50.9K -315 -10%
SC
2617
SRB Corp
Massachusetts
$491K +$19.9K +123 +4%
PWA
2618
Physician Wealth Advisors
Utah
$487K +$6.95K +43 +1%
AC
2619
Avant Capital
Louisiana
$486K +$3.71K +23 +0.8%
BMD
2620
Better Money Decisions
New Mexico
$483K – – –
BIA
2621
Bell Investment Advisors
California
$482K +$107K +662 +30%
EBA
2622
Eagle Bay Advisors
New York
$481K +$160K +993 +53%
TCMP
2623
Thrive Capital Management (Pennsylvania)
Pennsylvania
$480K +$142K +880 +45%
PS
2624
Planned Solutions
California
$478K +$2.42K +15 +0.5%
ACM
2625
AUA Capital Management
Pennsylvania
$475K – – –
103 104
105
106 107