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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
4851
Wealthcare Capital Management
Virginia
$225K – – –
HWA
4852
Heritage Wealth Architects
Minnesota
$225K -$30.8K -48 -12%
KFS
4853
Kelly Financial Services
Massachusetts
$224K +$7.05K +11 +3%
LAS
4854
Lloyd Advisory Services
Georgia
$224K +$92.3K +144 +58%
KFG
4855
Kingdom Financial Group
Arizona
$224K +$162K +253 +183%
TFG
4856
Tilson Financial Group
New Jersey
$224K +$7.05K +11 +3%
TCFP
4857
Treasure Coast Financial Planning
Florida
$223K -$13.5K -21 -5%
ASG
4858
Ariston Services Group
California
$223K – – –
HFS
4859
Horizon Financial Services
North Carolina
$223K +$115K +180 +86%
RC
4860
Resolute Capital
South Carolina
$222K +$5.77K +9 +2%
MFG
4861
Mosaic Financial Group
Illinois
$222K -$379K -592 -60%
MIM
4862
Meridiem Investment Management
United Kingdom
$222K – – –
BS
4863
Brighton Securities
New York
$221K +$51.9K +81 +26%
PIWA
4864
Prevail Innovative Wealth Advisors
Kansas
$221K -$6.54M -10,208 -96%
FC
4865
Fulcrum Capital
Washington
$221K -$6.41K -10 -3%
MSA
4866
McAlister Sweet & Associates
Texas
$220K – – –
AAS
4867
Asset Allocation Strategies
Michigan
$220K +$247K +385 New
NCG
4868
Newport Capital Group
New Jersey
$220K +$35.9K +56 +17%
FDDB
4869
Fidelity D&D Bancorp
Pennsylvania
$220K -$13.5K -21 -5%
ORC
4870
O'Rourke & Company
Massachusetts
$219K +$246K +384 New
MLA
4871
MB, Levis & Associates
Pennsylvania
$219K – – –
RS
4872
Retirement Solution
Washington
$219K +$245K +383 New
LA
4873
Layline Advisors
New York
$218K +$244K +380 New
GSAM
4874
Grant Street Asset Management
Pennsylvania
$217K +$46.8K +73 +24%
GSF
4875
Grove Street Fiduciary
New Hampshire
$217K -$25.6K -40 -10%
193 194
195
196 197