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Name Holding Trade Value Shares
Change 		Change in
Stake
PC
3526
Promus Capital
Illinois
$135K +$1.41K +10 +1%
WCMN
3527
Westchester Capital Management (Nebraska)
Nebraska
$133K – – –
DEM
3528
Disciplined Equity Management
Florida
$129K – – –
FFL
3529
Financial Freedom LLC
Ohio
$127K +$987 +7 +0.8%
WFA
3530
West Financial Advisors
Iowa
$127K – – –
PSFG
3531
Park Square Financial Group
Georgia
$125K -$13.1K -93 -10%
EPIMS
3532
Evelyn Partners Investment Management Services
$125K – – –
AT
3533
Avalon Trust
New Mexico
$123K -$12K -85 -9%
MAFA
3534
MJT & Associates Financial Advisory
Minnesota
$119K -$1.13K -8 -1%
MSFP
3535
Mark Sheptoff Financial Planning
Connecticut
$117K +$10.3K +73 +10%
CSC
3536
Cove Street Capital
California
$115K -$28.2K -200 -20%
CA
3537
Centerpoint Advisors
Massachusetts
$114K +$3.52K +25 +3%
CIAS
3538
CBIZ Investment Advisory Services
Ohio
$113K -$17.1K -121 -13%
MS
3539
Marshall & Sullivan
Washington
$110K +$108K +769 New
DWM
3540
Darwin Wealth Management
Florida
$109K +$47.5K +337 +80%
NC
3541
NewSquare Capital
Pennsylvania
$108K +$33.1K +235 +45%
DF
3542
Dunhill Financial
United Kingdom
$108K +$17.6K +125 +20%
SIC
3543
SJS Investment Consulting
Ohio
$108K -$48.1K -341 -31%
MSWM
3544
Mowery & Schoenfeld Wealth Management
Illinois
$107K +$9.87K +70 +10%
FFWM
3545
Future Financial Wealth Management
Ohio
$106K +$70.9K +503 +211%
FDCP
3546
Foster Dykema Cabot & Partners
Massachusetts
$105K – – –
PWMG
3547
Prestige Wealth Management Group
New Jersey
$104K -$1.83K -13 -2%
UIA
3548
Ulland Investment Advisors
Minnesota
$103K – – –
FC
3549
Fairscale Capital
New Hampshire
$101K – – –
AWM
3550
Abound Wealth Management
Tennessee
$101K +$13.3K +94 +15%
140 141
142
143 144