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Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2826
Pandora Wealth
Illinois
$513K +$480K +3,065 New
LAM
2827
Lewis Asset Management
California
$512K +$75.6K +483 +19%
ACM
2828
Academy Capital Management
Texas
$512K – – –
B
2829
Birchbrook
Maine
$512K -$19.4K -124 -4%
HT
2830
Headlands Technologies
Illinois
$511K -$8.41M -53,726 -95%
AC
2831
Avant Capital
Louisiana
$510K +$4.54K +29 +1%
PA
2832
Planning Alternatives
Michigan
$510K +$201K +1,285 +73%
TIM
2833
Tortoise Investment Management
New York
$509K -$8.92K -57 -2%
CMI
2834
Clare Market Investments
Texas
$509K -$89.9K -574 -16%
WAL
2835
W Advisors LLC
Tennessee
$508K -$14.9K -95 -3%
WIM
2836
Warwick Investment Management
Texas
$507K +$475K +3,033 New
CNTOF
2837
Canandaigua National Trust of Florida
New York
$507K -$60K -383 -11%
CWMGO
2838
Capstone Wealth Management Group (Oregon)
Oregon
$507K – – –
KFS
2839
Kelly Financial Services
Massachusetts
$507K +$11K +70 +2%
PFA
2840
Pettinga Financial Advisors
Indiana
$506K +$8.14K +52 +2%
WWA
2841
Wisconsin Wealth Advisors
Wisconsin
$505K -$16.3K -104 -3%
NG
2842
Novem Group
New York
$505K -$751K -4,796 -61%
KFG
2843
Kingdom Financial Group
Arizona
$504K – – –
BMD
2844
Better Money Decisions
New Mexico
$504K -$26.6K -170 -5%
SL
2845
Summitry LLC
California
$503K -$27.9K -178 -6%
SCM
2846
Sunbeam Capital Management
Georgia
$503K +$11.4K +73 +2%
CPP
2847
Capasso Planning Partners
South Carolina
$503K -$65.9K -421 -12%
JSL
2848
JT Stratford LLC
Georgia
$501K +$69.7K +445 +17%
ACM
2849
Ashford Capital Management
Delaware
$501K – – –
TFA
2850
Teamwork Financial Advisors
Texas
$500K -$10K -64 -2%
112 113
114
115 116