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Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
3076
Stelac Advisory Services
New York
$110K – – –
APSP
3077
Asset Planning Services (Pennsylvania)
Pennsylvania
$102K +$327 +3 +0.3%
WA
3078
WP Advisors
California
$99.5K +$92.1K +844 New
KL
3079
KWMG LLC
Kansas
$98K +$4.25K +39 +5%
BC
3080
Barnett & Company
Tennessee
$97K -$24.4K -224 -21%
MWC
3081
MKD Wealth Coaches
Michigan
$97K +$57.3K +525 +175%
FA
3082
Financial Advantage
Maryland
$94K – – –
MDCM
3083
Morgan Dempsey Capital Management
Wisconsin
$94K – – –
JPLA
3084
Joseph P. Lucia & Associates
New York
$83.7K +$76K +697 New
CJA
3085
C-J Advisory
California
$81K – – –
AIM
3086
Assured Investment Management
New York
$80K -$3.94M -36,095 -98%
CCMW
3087
Cypress Capital Management (Wyoming)
Wyoming
$76K -$59.7K -547 -46%
FMP
3088
Financial Management Professionals
Texas
$71K -$47.7K -437 -42%
OHS
3089
Odey Holdings (Switzerland)
Switzerland
$71K -$18.5K -170 -22%
IFA
3090
Interactive Financial Advisors
Illinois
$71K – – –
PW
3091
Price Wealth
Texas
$69K – – –
CIM
3092
Contravisory Investment Management
Massachusetts
$69K +$5.02K +46 +9%
AWM
3093
Avondale Wealth Management
Texas
$67K +$1.42K +13 +2%
1NWS
3094
1 North Wealth Services
Maryland
$66K +$7.96K +73 +15%
WCM
3095
Wealthcare Capital Management
Virginia
$65K +$109 +1 +0.2%
LPWM
3096
Lake Point Wealth Management
Texas
$63K -$236K -2,162 -82%
MGI
3097
MayTech Global Investments
New York
$62K – – –
SAM
3098
Sycomore Asset Management
France
$59K – – –
AIC
3099
Ayalon Insurance Company
Israel
$48K – – –
OAJ
3100
Ogorek Anthony Joseph
New York
$45K – – –
122 123
124
125 126