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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2401
Wealthcare Capital Management
Virginia
$627K -$33.7K -110 -5%
HWMG
2402
Hurlow Wealth Management Group
Indiana
$626K -$1.84K -6 -0.3%
PFA
2403
Pathway Financial Advisors
Vermont
$626K – – –
AAMC
2404
Asset Allocation & Management Company
Illinois
$626K -$348K -1,135 -35%
ASBI
2405
American State Bank (Iowa)
Iowa
$625K +$12.3K +40 +2%
PCG
2406
Prosperity Consulting Group
Maryland
$622K -$130K -424 -17%
BHPW
2407
Beverly Hills Private Wealth
California
$622K +$424K +1,382 +190%
IIC
2408
Integrated Investment Consultants
Michigan
$622K -$46K -150 -7%
IIM
2409
InTrack Investment Management
Vermont
$621K +$334K +1,090 +107%
WAG
2410
Wallace Advisory Group
California
$621K +$21.2K +69 +3%
SIC
2411
Samalin Investment Counsel
New York
$621K +$3.07K +10 +0.5%
LWM
2412
Liberty Wealth Management
California
$620K +$643K +2,097 New
WW
2413
Windle Wealth
Oklahoma
$617K +$20.2K +66 +3%
LSA
2414
Lion Street Advisors
Texas
$616K +$640K +2,087 New
JFA
2415
JNBA Financial Advisors
Minnesota
$614K -$29.1K -95 -4%
IFU
2416
iSAM Funds (UK)
United Kingdom
$614K +$638K +2,081 New
OA
2417
Oxbow Advisors
Texas
$613K – – –
AA
2418
Apriem Advisors
California
$613K -$16.2K -53 -2%
EA
2419
Eudaimonia Advisors
Tennessee
$613K – – –
MM
2420
MQS Management
New York
$612K +$636K +2,074 New
SIG
2421
Spinnaker Investment Group
California
$611K – – –
BFG
2422
Barber Financial Group
Kansas
$611K -$560K -1,827 -47%
ISB
2423
Iowa State Bank
Iowa
$610K -$90.4K -295 -12%
PD
2424
Planning Directions
Pennsylvania
$610K +$7.36K +24 +1%
CAG
2425
Curtis Advisory Group
California
$609K -$88.6K -289 -12%
95 96
97
98 99