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Name Holding Trade Value Shares
Change 		Change in
Stake
YAL
4001
Your Advocates Ltd
Texas
$51.5K – – –
KFGG
4002
Keystone Financial Group (Georgia)
Georgia
$51.2K – – –
FF
4003
Finley Financial
Nevada
$51.1K – – –
LFASL
4004
Lugano Financial Advisors SA (LFA)
Switzerland
$50.1K -$4.55K -14 -9%
MS
4005
Monetary Solutions
Ohio
$49K – – –
Q1WB
4006
Quest 10 Wealth Builders
Virginia
$47.7K -$651 -2 -1%
TM
4007
Torren Management
California
$47K – – –
KPP
4008
Kings Path Partners
Texas
$46.6K +$11.4K +35 +36%
TIM
4009
Thompson Investment Management
Wisconsin
$44.8K – – –
WAS
4010
Winch Advisory Services
Wisconsin
$44.7K +$15.3K +47 +59%
CIS
4011
Custom Index Systems
New York
$44.1K +$40.7K +125 New
GCP
4012
Gill Capital Partners
Colorado
$42.3K – – –
KFP
4013
Kerr Financial Planning
California
$41.8K +$325 +1 +0.8%
FA
4014
Fedenia Advisers
Wisconsin
$40.9K +$37.7K +116 New
IA
4015
IFS Advisors
Kansas
$39.9K +$16.3K +50 +79%
NWS
4016
Nvest Wealth Strategies
Ohio
$37K – – –
CI
4017
Clal Insurance
Israel
$37K -$7.16K -22 -17%
GC
4018
Gould Capital
Washington
$35.3K – – –
MIM
4019
Marshall Investment Management
Colorado
$35.3K – – –
SC
4020
Skylands Capital
Wisconsin
$35.3K – – –
WPWM
4021
Western Pacific Wealth Management
Illinois
$35.1K – – –
BWM
4022
Benson Wealth Management
Tennessee
$34.9K – – –
PIS
4023
POM Investment Strategies
North Carolina
$34.2K – – –
SA
4024
Seneschal Advisors
Washington
$34.1K -$2.28K -7 -7%
1M
4025
1248 Management
Missouri
$33.9K -$224K -688 -88%
159 160
161
162 163