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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
3076
Spectrum Financial Alliance
Kentucky
$201K +$191K +1,501 New
GWA
3077
Guidant Wealth Advisors
Illinois
$192K +$254 +2 +0.1%
DMK
3078
David M. Knott
$188K – – –
CI
3079
Cavalier Investments
Georgia
$185K -$1.9M -15,002 -92%
IF
3080
Ironwood Financial
Arizona
$182K +$10.2K +80 +6%
HGWM
3081
Harvest Group Wealth Management
Massachusetts
$160K -$83.5K -658 -35%
AWM
3082
Apollon Wealth Management
South Carolina
$159K +$151K +1,189 New
WAM
3083
Wolverine Asset Management
Illinois
$153K +$145K +1,145 New
TM
3084
Titan Managers
Arizona
$141K +$134K +1,054 New
GCM
3085
Grisanti Capital Management
New York
$128K – – –
PRC
3086
Pearl River Capital
Michigan
$126K +$119K +938 New
IOOF
3087
Independent Order of Foresters
Ontario, Canada
$125K -$27.9K -220 -19%
TIS
3088
Tortoise Index Solutions
Kansas
$122K -$17.3K -136 -13%
APSP
3089
Asset Planning Services (Pennsylvania)
Pennsylvania
$116K +$381 +3 +0.3%
MWC
3090
MKD Wealth Coaches
Michigan
$113K +$352K +2,770 +336%
JPLA
3091
Joseph P. Lucia & Associates
New York
$109K +$14.6K +115 +16%
MDCM
3092
Morgan Dempsey Capital Management
Wisconsin
$107K – – –
PW
3093
Price Wealth
Texas
$100K +$20.6K +162 +28%
CCMW
3094
Cypress Capital Management (Wyoming)
Wyoming
$89K +$2.92K +23 +4%
CJA
3095
C-J Advisory
California
$86K -$4.7K -37 -5%
FMP
3096
Financial Management Professionals
Texas
$81K – – –
FA
3097
Financial Advantage
Maryland
$77K -$28.6K -225 -28%
VEA
3098
Virtus ETF Advisers
New York
$77K +$73K +575 New
AWM
3099
Avondale Wealth Management
Texas
$76K – – –
WCM
3100
Wealthcare Capital Management
Virginia
$74K +$127 +1 +0.2%
122 123
124
125 126