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Name Holding Trade Value Shares
Change 		Change in
Stake
IFPG
3951
Intrepid Financial Planning Group
Indiana
$202K +$194K +400 New
KPPF
3952
Klein Pavlis & Peasley Financial
California
$202K +$194K +400 New
GCWM
3953
Graham Capital Wealth Management
District of Columbia
$201K +$193K +398 New
KFS
3954
Kelly Financial Services
Massachusetts
$200K – – –
PFA
3955
Pinnacle Family Advisors
Missouri
$200K +$193K +397 New
CWA
3956
CM Wealth Advisors
Ohio
$200K -$221K -454 -53%
HDIM
3957
Hanson & Doremus Investment Management
Vermont
$195K -$23.8K -49 -11%
FNWA
3958
Financial Network Wealth Advisors
Utah
$193K +$186K +383 New
BWM
3959
Bullock Wealth Management
Indiana
$191K +$12.2K +25 +7%
SRCM
3960
Signature Resources Capital Management
California
$191K – – –
FRA
3961
Front Row Advisors
California
$187K +$9.72K +20 +6%
DCM
3962
Disciplina Capital Management
Tennessee
$186K – – –
DWM
3963
Dogwood Wealth Management
Kansas
$183K +$37.4K +77 +27%
GC
3964
Gibson Capital
Pennsylvania
$181K – – –
SA
3965
Scarborough Advisors
Maryland
$180K +$9.24K +19 +6%
SC
3966
Solstein Capital
California
$175K – – –
FCG
3967
Financial Connections Group
California
$173K +$31.6K +65 +23%
DP
3968
Denver PWM
Colorado
$172K -$89.4K -184 -35%
DSC
3969
Duncker Streett & Co
Missouri
$172K +$115K +237 +228%
MLM
3970
Mount Lucas Management
Pennsylvania
$171K +$165K +339 New
RTL
3971
Red Tortoise LLC
Georgia
$170K +$122K +250 +287%
PCMC
3972
Planning Capital Management Corporation
Pennsylvania
$168K – – –
SC
3973
Stephens Consulting
Michigan
$166K +$82.6K +170 +106%
BFS
3974
Burkett Financial Services
South Carolina
$165K – – –
GPFA
3975
Game Plan Financial Advisors
Ohio
$164K -$3.32M -6,824 -95%
157 158
159
160 161