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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
4001
Sterling Financial Planning
New Jersey
$599K +$24.4K +38 +4%
IWP
4002
Innova Wealth Partners
Pennsylvania
$598K +$192K +300 +40%
SIM
4003
Studio Investment Management
Illinois
$598K -$2.56K -4 -0.4%
WDL
4004
Well Done LLC
Michigan
$598K -$152K -237 -19%
WWMSC
4005
Wagner Wealth Management (South Carolina)
South Carolina
$598K -$10.3K -16 -2%
SO
4006
Sierra Ocean
California
$597K -$10.3K -16 -2%
GGI
4007
Godsey & Gibb Inc
Virginia
$597K -$35.9K -56 -5%
KPWM
4008
KDK Private Wealth Management
Texas
$596K -$182K -284 -21%
SPW
4009
Signet Private Wealth
Illinois
$595K +$11.5K +18 +2%
GC
4010
GatePass Capital
Ohio
$595K +$73.1K +114 +12%
GSIS
4011
Global Strategic Investment Solutions
Arizona
$595K -$16K -25 -2%
CS
4012
Capital Square
Tennessee
$594K -$65.4K -102 -10%
BH
4013
Burk Holdings
Oklahoma
$593K -$3.2K -5 -0.5%
GC
4014
Granville Capital
North Carolina
$592K -$85.2K -133 -11%
SPA
4015
Sentinel Pension Advisors
Massachusetts
$592K -$25.6K -40 -4%
HKIM
4016
Hayek Kallen Investment Management
Alabama
$592K +$663K +1,034 New
HIS
4017
Harvest Investment Services
Illinois
$592K -$185K -289 -22%
TIM
4018
Tortoise Investment Management
New York
$591K +$64.1K +100 +11%
EA
4019
Eclectic Associates
California
$590K -$125K -195 -16%
MGAM
4020
McGowan Group Asset Management
Texas
$589K -$50.6K -79 -7%
LF
4021
LifeSteps Financial
California
$589K -$11.5K -18 -2%
WHCI
4022
W.H. Cornerstone Investments
Massachusetts
$588K +$83.3K +130 +14%
KB
4023
Kimelman & Baird
New York
$588K – – –
TCM
4024
TruNorth Capital Management
Michigan
$586K +$12.8K +20 +2%
EWA
4025
Emergent Wealth Advisors
New York
$584K -$21.1K -33 -3%
159 160
161
162 163