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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
3176
Windsor Capital Management
Arizona
$575K – – –
BWP
3177
Bernardo Wealth Planning
Pennsylvania
$575K -$538K -1,207 -50%
TFGT
3178
TS Financial Group (TSFG)
Illinois
$575K +$20.5K +46 +4%
MAM
3179
Marquette Asset Management
Minnesota
$574K – – –
AWM
3180
Atticus Wealth Management
Florida
$574K +$136K +306 +35%
WAL
3181
W Advisors LLC
Tennessee
$573K +$19.6K +44 +4%
NI
3182
NDVR Inc
Massachusetts
$571K +$45.1K +101 +9%
MHR
3183
Matthew Hamilton Rosenberg
$568K -$13.8K -31 -3%
V
3184
ViaWealth
Kansas
$568K -$25.4K -57 -5%
TWA
3185
Talisman Wealth Advisors
New Jersey
$565K +$4.01K +9 +0.8%
CAM
3186
Clark Asset Management
New Hampshire
$565K -$44.6K -100 -8%
WDG
3187
Wealth Dimensions Group
Ohio
$564K -$35.2K -79 -6%
GG
3188
GenWealth Group
New Jersey
$563K +$22.3K +50 +5%
RPGK
3189
Retirement Planning Group (Kansas)
Kansas
$563K +$3.57K +8 +0.7%
HP
3190
Holistic Planning
Texas
$562K -$22.3K -50 -4%
SCM
3191
Saxony Capital Management
Missouri
$562K +$37K +83 +8%
LL
3192
LWMG LLC
Minnesota
$561K +$27.7K +62 +6%
WC
3193
Winmill & Co
New Hampshire
$558K – – –
AWA
3194
Acorn Wealth Advisors
Michigan
$558K -$10.7K -24 -2%
KCIC
3195
Kuhn & Co Investment Counsel
Illinois
$558K -$4.46K -10 -0.9%
TFA
3196
Toth Financial Advisory
Virginia
$557K -$575K -1,290 -53%
OMC
3197
Old Mission Capital
Illinois
$556K +$511K +1,145 New
EWA
3198
Emergent Wealth Advisors
New York
$555K +$103K +232 +25%
VAF
3199
Values Added Financial
District of Columbia
$555K – – –
SCM
3200
Sage Capital Management
New Jersey
$554K – – –
126 127
128
129 130