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Name Holding Trade Value Shares
Change 		Change in
Stake
B
2826
Birchbrook
Maine
$512K -$19.4K -124 -4%
HT
2827
Headlands Technologies
Illinois
$511K -$8.41M -53,726 -95%
AC
2828
Avant Capital
Louisiana
$510K +$4.54K +29 +1%
PA
2829
Planning Alternatives
Michigan
$510K +$201K +1,285 +73%
TIM
2830
Tortoise Investment Management
New York
$509K -$8.92K -57 -2%
CMI
2831
Clare Market Investments
Texas
$509K -$89.9K -574 -16%
WAL
2832
W Advisors LLC
Tennessee
$508K -$14.9K -95 -3%
WIM
2833
Warwick Investment Management
Texas
$507K +$475K +3,033 New
CNTOF
2834
Canandaigua National Trust of Florida
New York
$507K -$60K -383 -11%
CWMGO
2835
Capstone Wealth Management Group (Oregon)
Oregon
$507K – – –
KFS
2836
Kelly Financial Services
Massachusetts
$507K +$11K +70 +2%
PFA
2837
Pettinga Financial Advisors
Indiana
$506K +$8.14K +52 +2%
WWA
2838
Wisconsin Wealth Advisors
Wisconsin
$505K -$16.3K -104 -3%
NG
2839
Novem Group
New York
$505K -$751K -4,796 -61%
KFG
2840
Kingdom Financial Group
Arizona
$504K – – –
BMD
2841
Better Money Decisions
New Mexico
$504K -$26.6K -170 -5%
SL
2842
Summitry LLC
California
$503K -$27.9K -178 -6%
SCM
2843
Sunbeam Capital Management
Georgia
$503K +$11.4K +73 +2%
CPP
2844
Capasso Planning Partners
South Carolina
$503K -$65.9K -421 -12%
JSL
2845
JT Stratford LLC
Georgia
$501K +$69.7K +445 +17%
ACM
2846
Ashford Capital Management
Delaware
$501K – – –
TFA
2847
Teamwork Financial Advisors
Texas
$500K -$10K -64 -2%
BPFA
2848
Barnes Pettey Financial Advisors
Mississippi
$500K -$2.82K -18 -0.6%
SI
2849
Sprott Inc
Ontario, Canada
$499K – – –
MWM
2850
MinichMacGregor Wealth Management
New York
$499K -$2.5K -16 -0.5%
112 113
114
115 116