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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
4301
Fortis Advisors
Pennsylvania
$525K – – –
PC
4302
Prairiewood Capital
North Dakota
$523K -$3.84K -16 -0.7%
MRWM
4303
ML&R Wealth Management
Texas
$518K +$20.6K +86 +4%
ACA
4304
Ascension Capital Advisors
Texas
$516K -$15.8K -66 -3%
CCM
4305
Carmel Capital Management
California
$514K – – –
FEG
4306
Financial Enhancement Group
Indiana
$513K +$27.8K +116 +6%
PWS
4307
Private Wealth Strategies
Ohio
$513K -$117K -486 -19%
CRIG
4308
Charter Research & Investment Group
Connecticut
$512K -$120K -500 -19%
RJTCONH
4309
Raymond James Trust Company of New Hampshire
New Hampshire
$511K -$960 -4 -0.2%
HB
4310
Horizon Bancorp
Indiana
$511K +$512K +2,133 New
WAM
4311
Weiss Asset Management
Massachusetts
$509K -$10.4M -43,146 -95%
KNFPWM
4312
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$508K +$508K +2,118 New
KAM
4313
KEB Asset Management
Illinois
$507K -$95.8K -399 -16%
CCA
4314
Conservest Capital Advisors
Pennsylvania
$507K +$507K +2,112 New
DWMG
4315
DB Wealth Management Group
California
$506K +$240 +1 +0%
AAM
4316
Ardevora Asset Management
United Kingdom
$504K -$66.6M -277,604 -99%
VW
4317
Vance Wealth
California
$502K – – –
SEA
4318
Stegent Equity Advisors
Texas
$502K -$109K -455 -18%
EP
4319
EPIQ Partners
Minnesota
$501K – – –
DI
4320
Disciplined Investments
Oklahoma
$500K -$2.62M -10,910 -84%
DLHL
4321
Donald L. Hagan LLC
Florida
$499K – – –
DFG
4322
Demars Financial Group
Washington
$498K -$1.48M -6,158 -75%
UPC
4323
Utah Peaks Capital
Utah
$498K +$498K +2,077 New
SAS
4324
Sanford Advisory Services
Michigan
$497K +$87.1K +363 +21%
TFA
4325
Tobias Financial Advisors
Florida
$495K +$60.7K +253 +14%
171 172
173
174 175