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Name Holding Trade Value Shares
Change 		Change in
Stake
BWCS
2101
Beirne Wealth Consulting Services
Connecticut
$213K +$205K +631 New
FDS
2102
Freedom Day Solutions
Texas
$213K +$205K +631 New
AIM
2103
Acropolis Investment Management
Missouri
$212K – – –
LCM
2104
LVM Capital Management
Michigan
$211K +$203K +624 New
SRC
2105
Shufro Rose & Co
New York
$210K +$202K +620 New
EGWAG
2106
Elwood & Goetz Wealth Advisory Group
Georgia
$209K +$201K +617 New
H
2107
HoyleCohen
California
$209K +$201K +617 New
LC
2108
Lavaca Capital
Texas
$209K +$201K +617 New
5L
2109
55I LLC
Massachusetts
$208K +$200K +615 New
HB
2110
Horizon Bancorp
Indiana
$207K -$6.83K -21 -3%
PCMK
2111
Paragon Capital Management (Kansas)
Kansas
$207K +$199K +611 New
BDF
2112
Black Diamond Financial
Maryland
$204K +$196K +603 New
TCM
2113
Traynor Capital Management
Pennsylvania
$204K +$201K +619 New
CHA
2114
Cooper/Haims Advisors
New York
$203K +$195K +601 New
SP
2115
Successful Portfolios
Florida
$202K +$194K +597 New
MWM
2116
Meridian Wealth Management
Kentucky
$201K -$55.9K -172 -22%
SWP
2117
Strategic Wealth Partners
Ohio
$201K +$193K +594 New
MCG
2118
MACRO Consulting Group
New Jersey
$200K -$8.78K -27 -4%
PD
2119
Planning Directions
Pennsylvania
$200K +$192K +591 New
LWP
2120
Legacy Wealth Planning
Nevada
$200K +$192K +592 New
TPWA
2121
TRUE Private Wealth Advisors
Oregon
$199K – – –
FC
2122
FORA Capital
Florida
$197K -$146K -448 -43%
M
2123
MOTCO
Texas
$193K +$20.2K +62 +12%
LAM
2124
Lountzis Asset Management
Pennsylvania
$191K – – –
SLF
2125
Sun Life Financial
Ontario, Canada
$180K +$1.63K +5 +0.9%
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85
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