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Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
5426
Dynamic Financial Group
Iowa
$483K – – –
MAM
5427
Marquette Asset Management
Minnesota
$481K +$215K +527 +70%
FPCG
5428
Forum Private Client Group
Indiana
$481K +$2.45K +6 +0.5%
TCM
5429
Tuttle Capital Management
Connecticut
$480K +$151K +370 +41%
AIS
5430
American Investment Services
Massachusetts
$479K +$2.04K +5 +0.4%
BWA
5431
Brave Warrior Advisors
New York
$479K – – –
LIM
5432
Lagoda Investment Management
New York
$479K – – –
SPIO
5433
Seven Post Investment Office
California
$479K – – –
SIA
5434
Spectrum Investment Advisors
Wisconsin
$478K -$55.9K -137 -10%
JWBC
5435
John W. Brooker & Co
California
$476K +$311K +762 +150%
KFG
5436
Kingdom Financial Group
Arizona
$473K +$8.97K +22 +2%
HAFS
5437
Hapanowicz & Associates Financial Services
Pennsylvania
$472K +$193K +473 +60%
AFTS
5438
American Financial & Tax Strategies
New York
$471K +$20K +49 +4%
FWMP
5439
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$471K +$150K +368 +41%
CAAM
5440
Cornerstone Advisors Asset Management
Pennsylvania
$471K +$84K +206 +20%
HWP
5441
Hibernia Wealth Partners
Louisiana
$467K +$259K +636 +105%
CAM
5442
CenterStar Asset Management
Illinois
$465K +$504K +1,237 New
TCTWM
5443
Three Cord True Wealth Management
Pennsylvania
$465K +$11.8K +29 +2%
CI
5444
Cordant Inc
Oregon
$464K -$114K -280 -18%
MAM
5445
McCarthy Asset Management
California
$463K +$815 +2 +0.2%
GWMI
5446
Guardian Wealth Management (Illinois)
Illinois
$463K +$408 +1 +0.1%
LAMNM
5447
Longview Asset Management (New Mexico)
New Mexico
$461K +$272K +666 +118%
MFG
5448
MTM Financial Group
Pennsylvania
$461K – – –
PCM
5449
Payne Capital Management
New York
$460K -$12.6K -31 -2%
FOFP
5450
Fee-Only Financial Planning
South Carolina
$460K – – –
216 217
218
219 220