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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1501
Intrua Financial
Texas
$955K +$347K +1,269 +67%
AIC
1502
Argus Investors Counsel
New York
$953K +$5.74K +21 +0.7%
LA
1503
Lynch & Associates
Indiana
$953K – – –
FWP
1504
Forefront Wealth Partners
Texas
$952K +$158K +578 +22%
WFS
1505
Widmann Financial Services
Maryland
$952K +$206K +753 +31%
IBOK
1506
Independence Bank of Kentucky
Kentucky
$952K +$227K +831 +36%
CICI
1507
Capital Investment Counsel Inc
North Carolina
$951K -$41K -150 -5%
SSWM
1508
Sheets Smith Wealth Management
North Carolina
$951K -$4.92K -18 -0.6%
VC
1509
Vicus Capital
Pennsylvania
$951K +$42.9K +157 +5%
DC
1510
DeDora Capital
California
$950K +$24.6K +90 +3%
ALAM
1511
Asahi Life Asset Management
Japan
$948K -$54.7K -200 -6%
FBT
1512
First Bank & Trust
South Dakota
$947K +$405K +1,480 +89%
AA
1513
Aire Advisors
California
$947K +$7.11K +26 +0.8%
PMG
1514
Private Management Group
California
$946K +$859K +3,144 New
AWM
1515
AllSquare Wealth Management
New York
$945K – – –
TIA
1516
Tiemann Investment Advisors
California
$942K +$7.93K +29 +0.9%
WMWM
1517
Whitaker-Myers Wealth Managers
Ohio
$941K +$855K +3,129 New
BFA
1518
Beacon Financial Advisory
Ohio
$941K -$68.1K -249 -7%
PWM
1519
Prentice Wealth Management
New York
$941K -$57.1K -209 -6%
CWMP
1520
Clarion Wealth Managment Partners
Virginia
$940K – – –
TWP
1521
Tyche Wealth Partners
Texas
$938K – – –
CYG
1522
Clean Yield Group
Vermont
$936K – – –
SP
1523
Sherman Porfolios
Idaho
$935K -$16.4K -60 -2%
TA
1524
TrueWealth Advisors
Alabama
$935K -$16.4K -60 -2%
CA
1525
Carson Advisory
Georgia
$935K +$1.64K +6 +0.2%
59 60
61
62 63