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Name Holding Trade Value Shares
Change 		Change in
Stake
SFMG
3151
Sage Financial Management Group
Virginia
$212K +$209K +403 New
FPGK
3152
Financial Partners Group (Kansas)
Kansas
$212K +$208K +402 New
WQ
3153
Wealth Quarterback
New Jersey
$211K +$208K +401 New
JWM
3154
Jessup Wealth Management
Ohio
$211K +$207K +400 New
OW
3155
Olistico Wealth
Oklahoma
$211K – – –
SWC
3156
Spectrum Wealth Counsel
Indiana
$211K – – –
LFASL
3157
Lugano Financial Advisors SA (LFA)
Switzerland
$211K +$20.7K +40 +11%
BWCS
3158
Beirne Wealth Consulting Services
Connecticut
$211K +$207K +400 New
FWIA
3159
Fort Washington Investment Advisors
Ohio
$211K +$207K +400 New
PCM
3160
PAR Capital Management
Massachusetts
$211K +$207K +400 New
PCMH
3161
Polymer Capital Management (HK)
Hong Kong
$211K +$207K +400 New
TT
3162
TI-Trust
Illinois
$211K +$207K +400 New
TBNY
3163
Trustco Bank (New York)
New York
$211K +$207K +400 New
MAP
3164
Moody Aldrich Partners
Massachusetts
$210K -$37.3K -72 -15%
CWM
3165
CCG Wealth Management
California
$210K +$207K +399 New
KFSC
3166
Keystone Financial Services (Colorado)
Colorado
$210K +$206K +398 New
RA
3167
Rodgers & Associates
Pennsylvania
$210K +$206K +398 New
CC
3168
Centiva Capital
New York
$210K +$37.3K +72 +22%
UWM
3169
USAdvisors Wealth Management
Minnesota
$209K +$206K +397 New
MWM
3170
Maripau Wealth Management
Indiana
$209K +$206K +397 New
AFA
3171
American Financial Advisors
Georgia
$208K +$204K +395 New
FNWM
3172
Financial Network Wealth Management
Utah
$208K +$205K +396 New
SW
3173
Schulz Wealth
Texas
$208K +$204K +395 New
CICI
3174
Capital Investment Counsel Inc
North Carolina
$207K +$204K +394 New
HIS
3175
Horizon Investment Services
Indiana
$207K +$204K +394 New
125 126
127
128 129