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Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
4001
Hanlon Investment Management
New Jersey
$750K -$9.23K -34 -1%
IFPG
4002
Intrepid Financial Planning Group
Indiana
$750K +$793K +2,922 New
SPI
4003
Sutton Place Investors
New York
$749K -$19.3K -71 -2%
MC
4004
McMorgan & Co
California
$749K +$2.71K +10 +0.3%
MWC
4005
MBM Wealth Consultants
Missouri
$748K -$252K -928 -24%
DWM
4006
Defined Wealth Management
Oregon
$743K – – –
OGF
4007
Orin Green Financial
California
$743K – – –
MA
4008
MAS Advisors
Florida
$743K +$61.9K +228 +9%
AAM
4009
Austin Asset Management
Texas
$742K – – –
LFA
4010
Lauterbach Financial Advisors
Texas
$742K – – –
WCP
4011
Wick Capital Partners
Pennsylvania
$741K -$579K -2,133 -43%
ODFS
4012
O'Donnell Financial Services
California
$739K +$814 +3 +0.1%
NP
4013
Ninepoint Partners
Ontario, Canada
$739K +$84.7K +312 +12%
PWM
4014
Peterson Wealth Management
Nevada
$736K -$395K -1,456 -34%
CFA
4015
Camarda Financial Advisors
Florida
$736K +$79.3K +292 +11%
KM
4016
Kalos Management
Georgia
$734K -$712K -2,622 -48%
PI
4017
Pachira Investments
California
$727K +$18.5K +68 +2%
WA
4018
Wealthstar Advisors
Texas
$727K +$46.4K +171 +6%
SFP
4019
Sterling Financial Planning
New Jersey
$726K -$19.5K -72 -2%
IIA
4020
Integral Investment Advisors
California
$724K -$213K -784 -22%
PFA
4021
Pinnacle Family Advisors
Missouri
$724K -$18.5K -68 -2%
LWA
4022
Lowe Wealth Advisors
Maryland
$724K – – –
NCM
4023
Next Capital Management
New York
$723K +$19.3K +71 +3%
SWAG
4024
Spectrum Wealth Advisory Group
California
$720K -$7.33K -27 -1%
AWA
4025
AmeriServ Wealth Advisors
Pennsylvania
$719K -$1.75M -6,439 -70%
159 160
161
162 163