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Name Holding Trade Value Shares
Change 		Change in
Stake
PRS
4901
Pinkerton Retirement Specialists
Idaho
$210K – – –
IWP
4902
Integrity Wealth Partners
California
$209K +$235K +366 New
E
4903
EntreWealth
Texas
$209K +$31.4K +49 +15%
LWA
4904
Lifelong Wealth Advisors
Minnesota
$208K – – –
PFA
4905
Portland Financial Advisors
New York
$208K – – –
AWS
4906
Arkfeld Wealth Strategies
Nebraska
$208K +$199K +310 New
PF
4907
PlanVest Financial
Maryland
$207K +$232K +362 New
FWM
4908
Forza Wealth Management
Florida
$207K -$25.6K -40 -10%
LFWA
4909
LiftPoint Family Wealth Advisors
New Jersey
$207K -$26.3K -41 -10%
ACA
4910
Anchor Capital Advisors
Massachusetts
$207K – – –
GT
4911
GreatBanc Trust
Illinois
$206K -$15.4K -24 -6%
WAN
4912
Wealth Advisors Northwest
Oregon
$205K -$14.1K -22 -6%
FCM
4913
Fogel Capital Management
Florida
$205K -$33.3K -52 -13%
DSA
4914
Droms Strauss Advisors
Missouri
$204K -$42.3K -66 -16%
AWMI
4915
Aegis Wealth Management (Iowa)
Iowa
$204K +$229K +357 New
LOAMU
4916
Lombard Odier Asset Management (USA)
New York
$204K +$229K +357 New
MM
4917
MQS Management
New York
$204K +$229K +357 New
TB
4918
Terril Brothers
Missouri
$204K +$229K +357 New
SAMC
4919
Spectrum Asset Management (California)
California
$204K +$228K +356 New
VST
4920
Van Strum & Towne
California
$204K – – –
CWM
4921
ClientFirst Wealth Management
Arkansas
$204K – – –
LRIC
4922
Long Road Investment Counsel
Michigan
$203K – – –
MKC
4923
M. Kraus & Co
Vermont
$203K +$19.2K +30 +9%
NL
4924
NDWM LLC
California
$203K -$148K -231 -39%
MJFG
4925
Mars Jewett Financial Group
Washington
$203K -$3.2K -5 -1%
195 196
197
198 199