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Name Holding Trade Value Shares
Change 		Change in
Stake
FPIS
3351
Financial Planning & Information Services
Wisconsin
$370K +$12.8K +78 +3%
LFS
3352
Legacy Financial Strategies
Kansas
$370K +$56.2K +342 +17%
BWM
3353
Brickley Wealth Management
California
$367K +$9.87K +60 +3%
XM
3354
XTX Markets
New York
$365K -$277K -1,682 -42%
PBF
3355
Petix & Botte Financial
California
$364K -$8.06K -49 -2%
DSN
3356
D. Scott Neal
Kentucky
$363K – – –
P
3357
&Partners
Tennessee
$359K -$8.39K -51 -2%
FCT
3358
Family Capital Trust
Massachusetts
$356K – – –
DPI
3359
Diversified Portfolios Inc
Michigan
$354K -$35.2K -214 -9%
CMA
3360
Cedar Mountain Advisors
Oregon
$350K +$164 +1 +0%
WWM
3361
WJ Wealth Management
Arizona
$350K +$10.7K +65 +3%
SCM
3362
Shapiro Capital Management
Georgia
$349K +$164 +1 +0%
PA
3363
Prism Advisors
California
$347K -$208K -1,265 -36%
LIM
3364
Lagoda Investment Management
New York
$347K -$64.1K -390 -15%
TIM
3365
Triad Investment Management
California
$347K – – –
AWC
3366
Abundance Wealth Counselors
Pennsylvania
$346K +$32.9K +200 +10%
FEG
3367
Financial Enhancement Group
Indiana
$344K -$231K -1,404 -39%
AFG
3368
Affinia Financial Group
Massachusetts
$343K -$14.1K -86 -4%
MWM
3369
MBE Wealth Management
Wisconsin
$343K +$87.3K +531 +32%
AFIA
3370
America First Investment Advisors
Nebraska
$341K – – –
MCMT
3371
Moon Capital Management (Tennessee)
Tennessee
$337K -$2.8K -17 -0.8%
DP
3372
Denver PWM
Colorado
$335K -$32.2K -196 -8%
JAM
3373
Jolley Asset Management
North Carolina
$332K -$106K -646 -23%
TRCT
3374
Tower Research Capital (TRC)
New York
$332K +$335K +2,039 +3,237%
CWM
3375
Cranbrook Wealth Management
Michigan
$331K +$74.8K +455 +28%
133 134
135
136 137