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Name Holding Trade Value Shares
Change 		Change in
Stake
JF
3701
JSF Financial
California
$843K -$119K -160 -12%
AP
3702
Atwood & Palmer
Missouri
$842K -$1.49K -2 -0.2%
TWM
3703
Trueblood Wealth Management
Ohio
$841K -$6.7K -9 -0.8%
CW
3704
Code Waechter
Florida
$840K -$99K -133 -10%
IWP
3705
Insight Wealth Partners
Texas
$839K +$7.44K +10 +0.9%
AAMC
3706
Asset Allocation & Management Company
Illinois
$837K – – –
PFA
3707
Plotkin Financial Advisors
Maryland
$836K +$47.6K +64 +6%
CAM
3708
Concorde Asset Management
Michigan
$836K +$860K +1,155 New
SWM
3709
Scissortail Wealth Management
Oklahoma
$836K +$1.49K +2 +0.2%
FBFS
3710
First Business Financial Services
Wisconsin
$836K – – –
CL
3711
CLG LLC
California
$832K +$29K +39 +4%
SPA
3712
Sherbrooke Park Advisers
New York
$831K +$362K +486 +75%
IF
3713
IRON Financial
Illinois
$830K +$5.21K +7 +0.6%
ODFS
3714
O'Donnell Financial Services
California
$829K +$38K +51 +5%
WFA
3715
WMG Financial Advisors
Tennessee
$828K +$37.2K +50 +5%
CG
3716
Cynosure Group
Utah
$826K +$30.5K +41 +4%
KCM
3717
Kanawha Capital Management
Virginia
$826K +$59.5K +80 +8%
NRI
3718
NFP Retirement Inc
California
$824K -$119K -160 -12%
WFA
3719
WJ Financial Advisors
Connecticut
$824K +$835K +1,122 New
FF
3720
Financial Futures
New Jersey
$823K +$1.49K +2 +0.2%
LBC
3721
Leigh Baldwin & Co
New York
$822K -$2.23K -3 -0.3%
BFA
3722
Bill Few Associates
Pennsylvania
$822K -$57.3K -77 -6%
WCM
3723
Winthrop Capital Management
Indiana
$821K +$29.8K +40 +4%
CAG
3724
Compass Advisory Group
New York
$821K +$106K +142 +15%
VIP
3725
Vista Investment Partners
Oklahoma
$819K +$2.23K +3 +0.3%
147 148
149
150 151