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Name Holding Trade Value Shares
Change 		Change in
Stake
PIC
3101
Portland Investment Counsel
Ontario, Canada
$808K +$843K +5,126 New
CI
3102
Cavalier Investments
Georgia
$804K +$376K +2,287 +81%
BWA
3103
Beam Wealth Advisors
Louisiana
$802K -$127K -775 -13%
WLIM
3104
White Lighthouse Investment Management
Massachusetts
$802K +$26.1K +159 +3%
SWP
3105
Summit Wealth Partners
Florida
$797K +$60.4K +367 +8%
AA
3106
Aufman Associates
Pennsylvania
$797K -$92.3K -561 -10%
PD
3107
Planning Directions
Pennsylvania
$797K +$540K +3,282 +186%
BAMG
3108
Brand Asset Management Group
Missouri
$793K – – –
PFC
3109
Phocas Financial Corp
California
$791K – – –
SL
3110
Savior LLC
Massachusetts
$791K +$7.24K +44 +0.9%
AFS
3111
Axiom Financial Strategies
Indiana
$790K +$824K +5,012 New
OIM
3112
Opus Investment Management
Massachusetts
$789K -$140K -850 -15%
MHP
3113
Manatuck Hill Partners
Connecticut
$789K +$822K +5,000 New
NCL
3114
Nishkama Capital LLC
Puerto Rico
$789K +$822K +5,000 New
WR
3115
Watson Rebecca
$786K -$14K -85 -2%
EMB
3116
Elefante Mark B
$785K +$60K +365 +8%
WEPOG
3117
Wealth Enhancement & Preservation of GA
Georgia
$783K -$1.16M -7,030 -57%
BFG
3118
Barber Financial Group
Kansas
$781K +$105K +638 +15%
G
3119
GenTrust
Florida
$780K +$270K +1,640 +50%
DFG
3120
DWM Financial Group
Illinois
$780K +$813K +4,944 New
RWM
3121
Reston Wealth Management
Virginia
$778K -$39.8K -242 -5%
MF
3122
Manchester Financial
California
$777K -$230K -1,398 -22%
SIS
3123
Sound Income Strategies
Florida
$776K +$221K +1,341 +38%
JWA
3124
JFS Wealth Advisors
Pennsylvania
$775K +$148K +899 +22%
VBFP
3125
Valtinson Bruner Financial Planning
Minnesota
$771K -$37.2K -226 -5%
123 124
125
126 127