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Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
3051
Walker Financial Services
Kentucky
$202K -$8.86K -30 -4%
KCM
3052
Karp Capital Management
California
$202K -$78.5K -266 -27%
CPP
3053
Capasso Planning Partners
South Carolina
$202K +$216K +732 New
FEG
3054
Financial Enhancement Group
Indiana
$201K – – –
NS
3055
Newman & Schimel
Illinois
$201K – – –
CA
3056
Cortland Associates
Missouri
$201K +$215K +728 New
C1AG
3057
Client 1st Advisory Group
Florida
$200K +$214K +726 New
BCM
3058
Bourgeon Capital Management
Connecticut
$198K +$295 +1 +0.1%
LS
3059
Leelyn Smith
Illinois
$196K -$485K -1,644 -70%
PG
3060
Proffitt & Goodson
Tennessee
$195K – – –
TLCM
3061
Twin Lakes Capital Management
California
$194K – – –
ITFISA
3062
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$193K – – –
ELI
3063
Empire Life Investments
Ontario, Canada
$193K +$36.9K +125 +22%
RAM
3064
Riggs Asset Management
Pennsylvania
$190K +$22.1K +75 +12%
WAM
3065
Worth Asset Management
Texas
$189K -$19.2K -65 -9%
NC
3066
NewSquare Capital
Pennsylvania
$188K +$26.6K +90 +15%
TC
3067
Truvestments Capital
Florida
$187K -$28.9K -98 -13%
VIA
3068
Virtus Investment Advisers
Connecticut
$185K +$198K +671 New
TCM
3069
Tradewinds Capital Management
Washington
$180K – – –
IWP
3070
IAG Wealth Partners
Wisconsin
$174K +$93K +315 +100%
CWM
3071
CarsonAllaria Wealth Management
Illinois
$170K -$295 -1 -0.2%
CIR
3072
Clear Investment Research
Georgia
$169K – – –
WPWM
3073
Western Pacific Wealth Management
Illinois
$167K +$590 +2 +0.3%
JWM
3074
Janiczek Wealth Management
Colorado
$167K +$38.4K +130 +28%
PCFFS
3075
Pacific Center for Financial Services
California
$166K +$12.1K +41 +7%
121 122
123
124 125