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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
4276
Balance Wealth
Ohio
$514K -$123K -184 -19%
BGAI
4277
Bruce G. Allen Investments
Colorado
$514K +$160K +239 +44%
MLFP
4278
MPS Loria Financial Planners
Illinois
$512K – – –
MIM
4279
MTM Investment Management
South Carolina
$512K – – –
OFG
4280
Opulen Financial Group
Virginia
$511K +$20.7K +31 +4%
CGH
4281
CMG Global Holdings
Texas
$510K -$38.1K -57 -7%
WA
4282
Winter & Associates
Minnesota
$509K +$515K +771 New
M
4283
MYeCFO
California
$507K -$26.7K -40 -5%
OFS
4284
Oldfather Financial Services
Nebraska
$507K +$284K +426 +125%
TFA
4285
Trinity Financial Advisors
Ohio
$507K +$20.7K +31 +4%
PJSIMP
4286
P.J. Schmidt Investment Management (PJS)
Wisconsin
$506K +$19.4K +29 +4%
SPA
4287
Sherbrooke Park Advisers
New York
$506K -$244K -365 -32%
FA
4288
Fortis Advisors
Pennsylvania
$506K -$31.4K -47 -6%
DWS
4289
Dynamic Wealth Strategies
California
$506K +$122K +183 +31%
EGWAG
4290
Elwood & Goetz Wealth Advisory Group
Georgia
$506K +$131K +196 +34%
SC
4291
Solstein Capital
California
$505K +$1.34K +2 +0.3%
TF
4292
Tenon Financial
New Jersey
$505K +$182K +272 +55%
CCM
4293
Charter Capital Management
Wisconsin
$505K – – –
FMTCOCP
4294
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$505K – – –
VFP
4295
Verus Financial Partners
Virginia
$505K -$1.34K -2 -0.3%
WFA
4296
WestHill Financial Advisors
California
$504K +$38.7K +58 +8%
PA
4297
Prossimo Advisors
California
$504K +$58.1K +87 +13%
ACM
4298
Absolute Capital Management
Pennsylvania
$504K +$59.4K +89 +13%
MS
4299
Madden Securities
Texas
$504K +$510K +763 New
TPW
4300
Turn8 Private Wealth
$504K +$510K +763 New
170 171
172
173 174