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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
3576
Winmill & Co
New Hampshire
$673K – – –
SFPG
3577
Stonebridge Financial Planning Group
Florida
$673K +$107K +183 +19%
HI
3578
Hudock Inc
Pennsylvania
$670K -$117K -200 -15%
SCM
3579
Sage Capital Management
New Jersey
$670K – – –
GG
3580
GenWealth Group
New Jersey
$670K +$1.76K +3 +0.3%
VAF
3581
Values Added Financial
District of Columbia
$669K -$11.7K -20 -2%
TFA
3582
Trinity Financial Advisors
Ohio
$668K +$5.87K +10 +0.9%
IWP
3583
Insight Wealth Partners
Texas
$668K -$285K -486 -30%
IAS
3584
Investment Advisory Services
Texas
$668K +$67.5K +115 +11%
RW
3585
REDW Wealth
New Mexico
$667K -$88K -150 -12%
AAMC
3586
Asset Allocation & Management Company
Illinois
$667K +$669K +1,140 New
REMPR
3587
Roof Eidam Maycock Peralta (REMP)
California
$666K +$236K +402 +55%
MWM
3588
MinichMacGregor Wealth Management
New York
$664K +$245K +417 +58%
MHR
3589
Matthew Hamilton Rosenberg
$663K -$14.1K -24 -2%
RFO
3590
RiverGlades Family Offices
Florida
$662K – – –
PAG
3591
Paladin Advisory Group
Iowa
$661K – – –
GCA
3592
Gallagher Capital Advisors
Texas
$661K +$662K +1,128 New
V
3593
ViaWealth
Kansas
$659K -$31.1K -53 -4%
GWM
3594
Gray Wealth Management
Maine
$654K +$23.5K +40 +4%
PMG
3595
Private Management Group
California
$654K +$4.11K +7 +0.6%
RFG
3596
RFP Financial Group
Georgia
$654K -$41.7K -71 -6%
AA
3597
ACT Advisors
North Carolina
$654K +$53.4K +91 +9%
MIM
3598
Merrion Investment Management
New Jersey
$653K -$17.6K -30 -3%
AWM
3599
Aberdeen Wealth Management
Illinois
$653K +$11.7K +20 +0.9%
PCM
3600
Princeton Capital Management
New Jersey
$651K +$95.7K +163 +17%
142 143
144
145 146