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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
3876
Court Place Advisors
Maryland
$515K – – –
SWM
3877
Scissortail Wealth Management
Oklahoma
$514K +$32.3K +50 +6%
WF
3878
WoodTrust Financial
Wisconsin
$514K -$27.7K -43 -5%
NCFG
3879
New Century Financial Group
New Jersey
$513K -$1.74M -2,700 -75%
LWM
3880
Lakeridge Wealth Management
Ohio
$512K +$203K +314 +55%
PFA
3881
Petra Financial Advisors
Colorado
$511K +$190K +294 +50%
RP
3882
Riverwater Partners
Wisconsin
$511K +$203K +314 +55%
GWM
3883
GoalFusion Wealth Management
Texas
$510K – – –
FA
3884
Fortis Advisors
Pennsylvania
$510K +$48.4K +75 +9%
PCFFS
3885
Pacific Center for Financial Services
California
$509K +$645 +1 +0.1%
BWS
3886
Buck Wealth Strategies
Colorado
$509K +$335K +519 +143%
CAC
3887
Certified Advisory Corp
Florida
$509K -$18.7K -29 -3%
LFG
3888
Lockerman Financial Group
California
$508K -$23.9K -37 -4%
MWM
3889
MinichMacGregor Wealth Management
New York
$508K -$164K -254 -22%
TIM
3890
Total Investment Management
Arizona
$507K +$6.45K +10 +1%
WCM
3891
Wealthcare Capital Management
Virginia
$507K -$9.03K -14 -2%
BRWM
3892
Blue Rock Wealth Management
North Carolina
$506K +$566K +878 New
WN
3893
Williams & Novak
California
$505K +$556K +862 New
MWM
3894
Mascoma Wealth Management
New Hampshire
$504K – – –
RCA
3895
Riverview Capital Advisers
Massachusetts
$502K +$98.1K +152 +21%
RAS
3896
RPS Advisory Solutions
Kentucky
$502K -$18.7K -29 -3%
LJHT
3897
Laurie J. Hall Trustee
$501K -$19.4K -30 -3%
TA
3898
TKG Advisors
Indiana
$501K -$162K -251 -22%
HAFS
3899
Hapanowicz & Associates Financial Services
Pennsylvania
$501K +$142K +220 +34%
SIC
3900
SFE Investment Counsel
California
$499K +$559K +866 New
154 155
156
157 158