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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
3551
Whelan Financial
California
$214K +$193K +529 New
LC
3552
Landaas & Company
Wisconsin
$214K +$192K +526 New
LIA
3553
Lynx Investment Advisory
District of Columbia
$214K +$31K +85 +19%
FEG
3554
Financial Enhancement Group
Indiana
$213K -$10.9K -30 -4%
AFA
3555
Atlas Financial Advisors
California
$213K +$192K +526 New
MAG
3556
Mayfair Advisory Group
Alabama
$213K +$190K +521 New
TFP
3557
Traction Financial Partners
Wyoming
$211K +$190K +520 New
NWM
3558
Napa Wealth Management
California
$211K +$190K +520 New
GWA
3559
Geometric Wealth Advisors
District of Columbia
$210K +$189K +519 New
SFO
3560
Standard Family Office
South Dakota
$210K – – –
THL
3561
Tillman Hartley LLC
Colorado
$210K +$189K +518 New
VF
3562
Vawter Financial
Ohio
$210K +$189K +518 New
SOW
3563
State of Wyoming
Wyoming
$209K -$23.3K -64 -11%
CWM
3564
Chicago Wealth Management
Illinois
$209K +$188K +515 New
SWM
3565
Seaside Wealth Management
California
$208K +$187K +514 New
MPCA
3566
Madison Park Capital Advisors
Washington
$208K +$187K +514 New
I2I
3567
Insight 2811 Inc
Illinois
$208K +$187K +513 New
TBC
3568
Ted Buchan & Co
California
$207K -$160K -438 -46%
CP
3569
Capital Planning
Washington
$207K +$186K +511 New
EFA
3570
Edge Financial Advisors
Illinois
$207K +$186K +510 New
SP
3571
Symmetry Partners
Connecticut
$207K -$2.24M -6,134 -92%
LWM
3572
Luminvest Wealth Management
Arizona
$206K +$185K +507 New
TCM
3573
TD Capital Management
Tennessee
$206K +$58.4K +160 +46%
JSA
3574
Jacobson & Schmitt Advisors
Wisconsin
$206K +$186K +509 New
MPCG
3575
Matrix Private Capital Group
New York
$206K +$186K +509 New
141 142
143
144 145