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Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
4651
Retirement Financial Solutions
Tennessee
$210K +$143K +562 +341%
TB
4652
Terril Brothers
Missouri
$209K +$185K +725 New
EL
4653
EQ LLC
Washington
$209K +$185K +724 New
JWM
4654
JFG Wealth Management
Colorado
$206K +$183K +716 New
IFPL
4655
Investments & Financial Planning LLC
Kentucky
$204K -$50.5K -198 -22%
WFS
4656
Weitzel Financial Services
Iowa
$204K +$181K +710 New
GG
4657
GenWealth Group
New Jersey
$204K +$180K +707 New
JAWM
4658
J. Arnold Wealth Management
Ohio
$203K +$180K +705 New
JFG
4659
JDM Financial Group
Texas
$201K -$2.3K -9 -1%
CC
4660
Corton Capital
Ontario, Canada
$200K -$116K -453 -39%
MCA
4661
Maryland Capital Advisors
Maryland
$180K -$18.6K -73 -10%
CM
4662
Cornerstone Management
Georgia
$179K – – –
WAM
4663
WFA Asset Management
Wisconsin
$178K +$510 +2 +0.3%
CPFP
4664
Clear Perspectives Financial Planning
Ohio
$177K – – –
ARS
4665
Adirondack Retirement Specialists
New York
$175K – – –
SL
4666
Savior LLC
Massachusetts
$173K – – –
YAL
4667
Your Advocates Ltd
Texas
$171K – – –
SHIM
4668
Stone House Investment Management
Pennsylvania
$170K +$150K +589 New
KM
4669
Kalos Management
Georgia
$159K +$141K +553 New
BHWM
4670
Bay Harbor Wealth Management
Maryland
$153K +$1.27K +5 +1%
RFP
4671
Roth Financial Partners
Texas
$144K – – –
VFIC
4672
Valley Forge Investment Consultants
Pennsylvania
$138K -$100K -392 -45%
BSWA
4673
Bromfield Sneider Wealth Advisors
Massachusetts
$128K – – –
LFA
4674
Legend Financial Advisors
Pennsylvania
$125K -$90.3K -354 -45%
DEM
4675
Disciplined Equity Management
Florida
$124K – – –
185 186
187
188 189