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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMF
3001
Private Capital Management (Florida)
Florida
$279K +$202K +2,000 New
TCM
3002
Timbuktu Capital Management
Massachusetts
$279K +$202K +2,000 New
APW
3003
Aurora Private Wealth
New Jersey
$279K +$202K +2,000 New
SPAS
3004
Spectrum Planning & Advisory Services
California
$278K +$202K +1,994 New
PFA
3005
Petra Financial Advisors
Colorado
$278K +$202K +1,993 New
SFB
3006
STAR Financial Bank
Indiana
$278K +$201K +1,990 New
CFG
3007
Chapman Financial Group
Hawaii
$278K – – –
LGA
3008
Lebenthal Global Advisors
New York
$277K +$201K +1,985 New
JF
3009
JMN Financial
Ohio
$277K +$201K +1,983 New
KL
3010
KWMG LLC
Kansas
$277K +$201K +1,983 New
WCM
3011
Washburn Capital Management
Florida
$276K +$200K +1,980 New
MPCL
3012
My Personal CFO LLC
Washington
$276K +$200K +1,975 New
SWM
3013
Sandro Wealth Management
New Jersey
$276K +$200K +1,975 New
AWA
3014
Alaska Wealth Advisors
Alaska
$275K +$199K +1,968 New
WAU
3015
Wellington-Altus USA
Manitoba, Canada
$274K +$198K +1,954 +46%
OIS
3016
Okabena Investment Services
Minnesota
$274K +$199K +1,965 New
GC
3017
Gibson Capital
Pennsylvania
$273K +$198K +1,957 New
BF
3018
bLong Financial
Tennessee
$273K +$198K +1,956 New
RCM
3019
Radnor Capital Management
Pennsylvania
$272K +$197K +1,950 New
LPT
3020
Legacy Private Trust
Wisconsin
$272K +$197K +1,949 New
DPW
3021
DiNuzzo Private Wealth
Pennsylvania
$272K -$3.03K -30 -2%
PGWM
3022
Parisi Gray Wealth Management
New Jersey
$272K +$197K +1,947 New
FC
3023
Financial Consulate
Maryland
$272K -$328K -3,241 -62%
AAS
3024
Asset Allocation Strategies
Michigan
$271K +$197K +1,944 New
TCM
3025
Traub Capital Management
Massachusetts
$271K +$196K +1,939 New
119 120
121
122 123