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Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
1851
Pekin Hardy Strauss
Illinois
$424K +$400K +9,177 New
CFP
1852
Cornerstone Financial Partners
North Carolina
$424K +$402K +9,223 New
HA
1853
Harfst & Associates
Wyoming
$423K +$7.07K +162 +2%
GCA
1854
Gradient Capital Advisors
California
$423K +$400K +9,166 New
AA
1855
Altman Advisors
Illinois
$420K +$397K +9,100 New
FDCC
1856
Foster Dykema Cabot & Co
Massachusetts
$419K +$68.7K +1,574 +21%
SWMG
1857
Signature Wealth Management Group
Georgia
$419K +$396K +9,075 New
CCA
1858
Conservest Capital Advisors
Pennsylvania
$418K +$14.2K +326 +4%
KLWA
1859
Kelly Lawrence W & Associates
California
$418K +$21.8K +500 +6%
MPPLM
1860
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$418K +$395K +9,062 New
CAG
1861
Crestwood Advisors Group
Massachusetts
$417K +$394K +9,033 New
FM
1862
Family Management
New York
$415K -$4.07M -93,230 -91%
MCM
1863
MV Capital Management
Maryland
$415K -$5.15K -118 -1%
SFG
1864
Sather Financial Group
Texas
$415K – – –
BI
1865
Ballast Inc
Kentucky
$415K +$393K +9,001 New
SMM
1866
Stadion Money Management
Georgia
$414K -$233K -5,339 -37%
JA
1867
JOYN Advisors
Georgia
$414K +$391K +8,963 New
OAM
1868
Oberweis Asset Management
Illinois
$413K -$25.8K -592 -6%
DWM
1869
Dynasty Wealth Management
Florida
$411K +$388K +8,900 New
FHC
1870
First Heartland Consultants
Missouri
$410K -$1.06M -24,181 -73%
WIA
1871
Westbourne Investment Advisors
Maryland
$409K +$34.9K +800 +10%
AWA
1872
Acorn Wealth Advisors
Michigan
$409K +$405K +9,280 New
KWM
1873
Kingsview Wealth Management
Oregon
$408K +$16.2K +372 +4%
BFM
1874
Boothbay Fund Management
New York
$407K +$385K +8,818 New
MSFP
1875
Mark Sheptoff Financial Planning
Connecticut
$406K – – –
73 74
75
76 77