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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2901
TPG Financial Advisors
Oregon
$539K +$229K +627 +89%
AC
2902
ASB Consultores
Florida
$539K +$91.2K +250 +23%
TA
2903
Townsend & Associates
Colorado
$539K – – –
CCA
2904
Conservest Capital Advisors
Pennsylvania
$538K – – –
FWSM
2905
First Wilshire Securities Management
California
$537K – – –
AIP
2906
Almanack Investment Partners
Pennsylvania
$536K +$37.2K +102 +8%
SFS
2907
Summit Financial Strategies
Ohio
$535K -$13.1K -36 -3%
WLPWM
2908
Walled Lake Planning & Wealth Management
Illinois
$532K +$62K +170 +15%
AMBIA
2909
Allen Mooney & Barnes Investment Advisors
Georgia
$532K +$15.7K +43 +3%
BWA
2910
Burt Wealth Advisors
Maryland
$531K -$18.2K -50 -4%
MIAS
2911
Mason Investment Advisory Services
Virginia
$531K +$2.55K +7 +0.5%
AFAS
2912
Acorn Financial Advisory Services
Virginia
$530K -$58.4K -160 -11%
RCWM
2913
Royal Capital Wealth Management
Indiana
$530K +$729 +2 +0.2%
WA
2914
Waterford Advisors
New York
$530K – – –
WAG
2915
Wheelhouse Advisory Group
Missouri
$530K -$23.3K -64 -5%
IF
2916
Intrua Financial
Texas
$530K -$132K -363 -22%
TCM
2917
Towercrest Capital Management
Pennsylvania
$529K – – –
WPW
2918
Watershed Private Wealth
Illinois
$527K +$1.46K +4 +0.3%
WIM
2919
Westside Investment Management
California
$525K -$8.02K -22 -2%
PCMC
2920
Paragon Capital Management (Colorado)
Colorado
$525K +$729 +2 +0.2%
SWM
2921
Sterling Wealth Management
Illinois
$525K – – –
VCM
2922
Vision Capital Management
Oregon
$525K +$11.7K +32 +3%
SFC
2923
Strategic Financial Concepts
Texas
$525K -$50.7K -139 -10%
GL
2924
GHE LLC
Tennessee
$523K – – –
SLA
2925
Silver Lake Advisory
Utah
$523K +$1.46K +4 +0.3%
115 116
117
118 119