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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
3226
One Wealth Advisors
California
$346K +$41.2K +113 +15%
WCP
3227
Welch Capital Partners
New York
$346K – – –
GAA
3228
Global Assets Advisory
Florida
$346K +$3.28K +9 +1%
NFG
3229
Northeast Financial Group
Pennsylvania
$345K +$1.82K +5 +0.6%
JFG
3230
JMG Financial Group
Illinois
$344K – – –
SFG
3231
Sterling Financial Group
California
$344K – – –
FA
3232
FSA Advisors
Michigan
$344K +$3.65K +10 +1%
NA
3233
Nottingham Advisors
New York
$343K -$109K -300 -26%
LIA
3234
LifePlan Investment Advisors
North Carolina
$343K -$10.9K -30 -3%
CWM
3235
Castle Wealth Management
Florida
$342K +$63.8K +175 +26%
KMC
3236
Kirr Marbach & Co
Indiana
$342K – – –
NEWAS
3237
N.E.W. Advisory Services
Wisconsin
$342K -$9.12K -25 -3%
RVM
3238
Robinson Value Management
Texas
$342K – – –
BDFN
3239
Bond & Devick Financial Network
Minnesota
$340K – – –
SC
3240
Stephenson & Company
California
$340K – – –
AWAP
3241
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$340K -$3.28K -9 -1%
AFS
3242
Annapolis Financial Services
Maryland
$339K +$729 +2 +0.2%
HIC
3243
Harvey Investment Company
Kentucky
$338K – – –
SL
3244
Sentinus LLC
Illinois
$338K +$12.8K +35 +4%
RW
3245
REDW Wealth
New Mexico
$338K -$30.6K -84 -9%
CWM
3246
C2C Wealth Management
Arizona
$337K – – –
OPWM
3247
Oxinas Partners Wealth Management
Indiana
$336K -$8.75K -24 -3%
LA
3248
Lane & Associates
New Jersey
$336K +$16.8K +46 +6%
AFGAS
3249
Allegiance Financial Group Advisory Services
Virginia
$336K -$32.5K -89 -10%
WAS
3250
WESPAC Advisors SoCal
California
$335K +$301K +826 New
128 129
130
131 132