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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
3076
Arbor Wealth Advisors
Michigan
$503K – – –
SFG
3077
Sunburst Financial Group
Alabama
$502K -$41K -112 -7%
TFA
3078
TrustWell Financial Advisors
Florida
$500K +$532K +1,453 New
AL
3079
ADE LLC
Maryland
$499K – – –
PPF
3080
Pacific Park Financial
California
$498K +$530K +1,447 New
WG
3081
Wellington Group
Indiana
$497K +$529K +1,444 New
SFS
3082
Security Financial Services
Indiana
$495K +$22.7K +62 +5%
KA
3083
Kozak & Associates
Colorado
$494K -$111K -302 -19%
WPC
3084
White Pine Capital
Minnesota
$494K -$99.3K -271 -16%
EL
3085
EWA LLC
Pennsylvania
$493K +$12.8K +35 +3%
FAL
3086
Focused Alpha LLC
Colorado
$493K +$525K +1,434 New
SIA
3087
Sage Investment Advisers
New York
$492K +$524K +1,430 New
SLA
3088
Silver Lake Advisory
Utah
$492K +$1.1K +3 +0.2%
WP
3089
WealthSpring Partners
California
$491K +$523K +1,428 New
IPW
3090
Invictus Private Wealth
Colorado
$491K -$8.06K -22 -2%
SGWP
3091
Sun Group Wealth Partners
California
$491K +$523K +1,427 New
CAM
3092
Claret Asset Management
Quebec, Canada
$491K +$24.9K +68 +5%
OA
3093
Oasis Advisors
Iowa
$491K +$522K +1,426 New
HIS
3094
Harvest Investment Services
Illinois
$491K -$105K -287 -17%
MWP
3095
Madison Wealth Partners
Wisconsin
$490K +$163K +445 +45%
DP
3096
Denver PWM
Colorado
$490K – – –
FWWM
3097
Fiscal Wisdom Wealth Management
Connecticut
$490K +$16.8K +46 +3%
TCM
3098
Tributary Capital Management
Nebraska
$489K -$20.1K -55 -4%
RA
3099
Riversedge Advisors
Delaware
$488K -$42.5K -116 -8%
MC
3100
Marest Capital
California
$488K +$3.3K +9 +0.6%
122 123
124
125 126