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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
3701
Winmill & Co
New Hampshire
$845K – – –
JF
3702
JSF Financial
California
$843K -$119K -160 -12%
AP
3703
Atwood & Palmer
Missouri
$842K -$1.49K -2 -0.2%
TWM
3704
Trueblood Wealth Management
Ohio
$841K -$6.7K -9 -0.8%
CW
3705
Code Waechter
Florida
$840K -$99K -133 -10%
IWP
3706
Insight Wealth Partners
Texas
$839K +$7.44K +10 +0.9%
AAMC
3707
Asset Allocation & Management Company
Illinois
$837K – – –
PFA
3708
Plotkin Financial Advisors
Maryland
$836K +$47.6K +64 +6%
CAM
3709
Concorde Asset Management
Michigan
$836K +$860K +1,155 New
SWM
3710
Scissortail Wealth Management
Oklahoma
$836K +$1.49K +2 +0.2%
FBFS
3711
First Business Financial Services
Wisconsin
$836K – – –
CL
3712
CLG LLC
California
$832K +$29K +39 +4%
SPA
3713
Sherbrooke Park Advisers
New York
$831K +$362K +486 +75%
IF
3714
IRON Financial
Illinois
$830K +$5.21K +7 +0.6%
ODFS
3715
O'Donnell Financial Services
California
$829K +$38K +51 +5%
WFA
3716
WMG Financial Advisors
Tennessee
$828K +$37.2K +50 +5%
CG
3717
Cynosure Group
Utah
$826K +$30.5K +41 +4%
KCM
3718
Kanawha Capital Management
Virginia
$826K +$59.5K +80 +8%
NRI
3719
NFP Retirement Inc
California
$824K -$119K -160 -12%
WFA
3720
WJ Financial Advisors
Connecticut
$824K +$835K +1,122 New
FF
3721
Financial Futures
New Jersey
$823K +$1.49K +2 +0.2%
LBC
3722
Leigh Baldwin & Co
New York
$822K -$2.23K -3 -0.3%
BFA
3723
Bill Few Associates
Pennsylvania
$822K -$57.3K -77 -6%
WCM
3724
Winthrop Capital Management
Indiana
$821K +$29.8K +40 +4%
CAG
3725
Compass Advisory Group
New York
$821K +$106K +142 +15%
147 148
149
150 151