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Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
3301
KCS Wealth Advisory
California
$303K -$10.4K -71 -4%
IWA
3302
Inspirion Wealth Advisors
Illinois
$300K – – –
VFPI
3303
Vantage Financial Partners (Illinois)
Illinois
$300K – – –
BIA
3304
BHK Investment Advisors
Alabama
$293K -$43.6K -297 -14%
BMM
3305
Berkshire Money Management
Massachusetts
$293K +$14.7K +100 +6%
RHJA
3306
Rice Hall James & Associates
California
$292K – – –
CFD
3307
Creative Financial Designs
Indiana
$287K -$25.9K -176 -9%
NF
3308
Nikulski Financial
Iowa
$286K – – –
QWM
3309
Quaker Wealth Management
New Jersey
$286K +$267K +1,815 New
GA
3310
Gateway Advisory
New Jersey
$285K +$14.7K +100 +6%
KBFS
3311
Kohmann Bosshard Financial Services
Ohio
$284K – – –
LBA
3312
Letko, Brosseau & Associates
Quebec, Canada
$284K – – –
CFA
3313
Camarda Financial Advisors
Florida
$283K -$29.4K -200 -10%
BA
3314
Ballew Advisors
Mississippi
$282K +$2.35K +16 +0.9%
PWM
3315
Provident Wealth Management
Tennessee
$282K +$263K +1,790 New
SA
3316
swisspartners Advisors
Switzerland
$280K +$261K +1,775 New
PD
3317
Planning Directions
Pennsylvania
$279K -$8.08K -55 -3%
GSWM
3318
Golden State Wealth Management
California
$277K -$1.33M -9,070 -84%
TIM
3319
Total Investment Management
Arizona
$277K +$588 +4 +0.2%
CCMT
3320
CMT Capital Markets Trading
Germany
$276K +$257K +1,750 New
PDM
3321
Penn Davis McFarland
Texas
$274K +$256K +1,740 New
FPC
3322
Falcon Point Capital
California
$272K -$4.26K -29 -2%
GWAG
3323
Garrett Wealth Advisory Group
Texas
$272K – – –
AC
3324
AlphaCore Capital
California
$271K +$253K +1,721 New
HWA
3325
Hilltop Wealth Advisors
North Carolina
$270K +$252K +1,714 New
131 132
133
134 135