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Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSD
2401
Security National Bank of So Dak
Iowa
$216K +$202K +3,615 New
HWMG
2402
Hurlow Wealth Management Group
Indiana
$216K +$206K +3,676 New
GG
2403
GenWealth Group
New Jersey
$215K +$202K +3,608 New
SMG
2404
Spectrum Management Group
Indiana
$214K – – –
JWA
2405
JFS Wealth Advisors
Pennsylvania
$214K +$1.68K +30 +0.8%
AWM
2406
Apollon Wealth Management
South Carolina
$214K +$201K +3,594 New
DI
2407
DFPG Investments
Utah
$214K +$203K +3,632 New
RWRC
2408
R.W. Roge & Company
New York
$213K +$199K +3,550 New
FI
2409
Financial Insights
Washington
$212K +$198K +3,535 New
TPW
2410
Tiller Private Wealth
Pennsylvania
$212K +$198K +3,544 New
CWM
2411
Cahaba Wealth Management
Georgia
$212K +$199K +3,558 New
EIP
2412
Ellis Investment Partners
Pennsylvania
$211K -$4.64K -83 -2%
MWP
2413
Meridian Wealth Partners
Pennsylvania
$211K +$197K +3,521 New
FIA
2414
Foundations Investment Advisors
Arizona
$210K -$55.3K -988 -22%
SFG
2415
Sowa Financial Group
Rhode Island
$210K +$196K +3,500 New
I
2416
INVST
Indiana
$209K +$195K +3,492 New
ACM
2417
Alethea Capital Management
Washington
$209K +$196K +3,500 New
BIM
2418
Bridgecreek Investment Management
Oklahoma
$209K +$196K +3,500 New
FC
2419
FCA Corp
Texas
$209K +$196K +3,500 New
ACM
2420
AUA Capital Management
Pennsylvania
$208K -$99.6K -1,779 -34%
FIM
2421
Fernwood Investment Management
Massachusetts
$208K -$28K -500 -13%
WCM
2422
Wunderlich Capital Managemnt
Tennessee
$208K +$16.1K +287 +9%
AAMC
2423
Asset Allocation & Management Company
Illinois
$208K +$194K +3,468 New
OCM
2424
Orleans Capital Management
Louisiana
$208K +$195K +3,480 New
MCM
2425
Maple Capital Management
Vermont
$208K +$195K +3,481 New
95 96
97
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