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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
2101
Legacy Wealth Management (Mississippi)
Mississippi
$514K – – –
PCMC
2102
Paragon Capital Management (Colorado)
Colorado
$513K -$15.4K -257 -3%
IFS
2103
Ifrah Financial Services
Arkansas
$510K +$1.86K +31 +0.4%
DA
2104
Detalus Advisors
Missouri
$510K -$7.33K -122 -1%
TW
2105
Trajan Wealth
Arizona
$509K +$500K +8,325 New
TB
2106
Terril Brothers
Missouri
$509K +$6.01K +100 +1%
JGUA
2107
John G. Ullman & Associates
New York
$508K +$13.8K +230 +3%
SA
2108
SRH Advisors
Kansas
$508K – – –
AA
2109
Addison Advisors
Vermont
$508K -$6.31K -105 -1%
NME
2110
Notis-McConarty Edward
$508K -$54.1K -900 -10%
YC
2111
Yarbrough Capital
Tennessee
$508K – – –
JSW
2112
Journey Strategic Wealth
New Jersey
$507K +$227K +3,786 +84%
VCM
2113
Vivaldi Capital Management
Illinois
$507K -$69.7K -1,160 -13%
BCG
2114
Breakwater Capital Group
New Jersey
$506K +$3.6K +60 +0.7%
BCM
2115
Bienville Capital Management
New York
$506K – – –
SIS
2116
Sound Income Strategies
Florida
$505K -$200K -3,333 -29%
RCM
2117
Requisite Capital Management
Texas
$502K -$13.9K -231 -3%
BWM
2118
BKM Wealth Management
Wisconsin
$502K +$92.9K +1,547 +23%
3F
2119
360 Financial
Minnesota
$502K – – –
FOA
2120
Five Oceans Advisors
California
$501K +$28.5K +474 +6%
EWA
2121
ERTS Wealth Advisors
Michigan
$501K -$3.12K -52 -0.6%
KLWA
2122
Kelly Lawrence W & Associates
California
$500K – – –
AIP
2123
Almanack Investment Partners
Pennsylvania
$497K +$1.14K +19 +0.2%
HBT
2124
Heartland Bank & Trust
Illinois
$497K -$55.8K -929 -10%
WGC
2125
Watts Gwilliam & Co
Arizona
$497K +$473K +7,870 New
83 84
85
86 87