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Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
4701
ATLas Financial Planning
Georgia
$269K – – –
SWK
4702
Stephen W. Kidder
$269K +$38.5K +60 +15%
WC
4703
Woodstock Corp
Massachusetts
$269K +$301K +470 New
SFB
4704
STAR Financial Bank
Indiana
$268K -$87.2K -136 -23%
LFASL
4705
Lugano Financial Advisors SA (LFA)
Switzerland
$268K – – –
LK
4706
Lumbard & Kellner
New Hampshire
$268K – – –
AFP
4707
Arnold Financial Planning
Iowa
$267K +$76.9K +120 +35%
STAS
4708
Strong Tower Advisory Services
Minnesota
$265K -$23.7K -37 -7%
VFM
4709
Vision Financial Markets
Connecticut
$265K +$12.2K +19 +4%
RMC
4710
Resources Management Corp
Connecticut
$265K -$89.7K -140 -23%
CWWM
4711
Curry Webb Wealth Management
Indiana
$265K +$12.2K +19 +4%
MWM
4712
Meritas Wealth Management
California
$265K +$297K +463 New
KRW
4713
Kaufman Rossin Wealth
Florida
$265K +$69.9K +109 +31%
DFG
4714
Demars Financial Group
Washington
$265K +$10.9K +17 +4%
MFFIA
4715
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$264K – – –
RFP
4716
Roth Financial Partners
Texas
$264K – – –
HWM
4717
HRC Wealth Management
Idaho
$263K +$5.13K +8 +2%
FWA
4718
FOCUS Wealth Advisors
Texas
$263K +$641 +1 +0.2%
TIA
4719
Tiemann Investment Advisors
California
$263K +$2.56K +4 +0.9%
KNFPWM
4720
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$262K +$5.77K +9 +2%
VCM
4721
Verde Capital Management
Michigan
$262K -$27.6K -43 -9%
SFSG
4722
Sound Financial Strategies Group
Mississippi
$261K +$293K +457 New
RBC
4723
Roble Belko & Company
Pennsylvania
$261K +$128K +200 +78%
BA
4724
Bard Associates
Illinois
$261K +$1.92K +3 +0.7%
SF
4725
Seros Financial
Arizona
$260K -$38.5K -60 -12%
187 188
189
190 191