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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
3551
Concorde Asset Management
Michigan
$283K -$16K -44 -5%
SFP
3552
Sterling Financial Planning
New Jersey
$283K +$1.09K +3 +0.4%
WCP
3553
Welch Capital Partners
New York
$281K – – –
VNA
3554
Valley National Advisers
Pennsylvania
$281K +$19.3K +53 +7%
LHP
3555
Lexington Hill Partners
Texas
$281K +$21.1K +58 +7%
AP
3556
Advisortrust Partners
North Carolina
$281K +$46.3K +127 +17%
ECAM
3557
East Coast Asset Management
Massachusetts
$280K -$31K -85 -9%
PFA
3558
Professional Financial Advisors
Nebraska
$280K +$8.75K +24 +3%
KWA
3559
Kellett Wealth Advisors
Ohio
$280K +$33.9K +93 +12%
JFG
3560
JMG Financial Group
Illinois
$280K – – –
IWM
3561
Inlight Wealth Management
Georgia
$280K +$25.5K +70 +9%
DFG
3562
DiPaolo Financial Group
Florida
$279K +$82.4K +226 +36%
TFG
3563
Team Financial Group
California
$279K +$277K +761 +875%
OPTFSNA
3564
Old Point Trust & Financial Services N A
Virginia
$279K -$14.6K -40 -5%
FCM
3565
Family Capital Management
Michigan
$279K +$32.1K +88 +12%
B
3566
Bedminster
South Carolina
$278K – – –
MPCL
3567
My Personal CFO LLC
Washington
$278K -$80.9K -222 -21%
KMC
3568
Kirr Marbach & Co
Indiana
$278K – – –
FC
3569
Fulcrum Capital
Washington
$278K +$16.8K +46 +6%
PD
3570
Planning Directions
Pennsylvania
$278K -$38.3K -105 -11%
M1FG
3571
Mach-1 Financial Group
Arkansas
$277K -$32.4K -89 -10%
GCWM
3572
Graham Capital Wealth Management
District of Columbia
$277K -$7.29K -20 -2%
KLCM
3573
KG&L Capital Management
Louisiana
$277K -$2.57M -7,052 -89%
CCP
3574
Cushing Capital Partners
Wisconsin
$277K -$427K -1,172 -58%
W
3575
WorthPointe
California
$277K -$60.9K -167 -17%
141 142
143
144 145