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Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
3401
True Wealth Design
Ohio
$105K +$46.3K +526 +93%
MNA
3402
Manning & Napier Advisors
New York
$105K +$26.2K +297 +36%
JGCM
3403
Joseph Group Capital Management
Ohio
$103K +$62.1K +705 +195%
PWM
3404
Peterson Wealth Management
Nevada
$102K +$93.6K +1,062 New
IAS
3405
IMA Advisory Services
Colorado
$101K – – –
RCM
3406
Richardson Capital Management
Wisconsin
$101K +$88.1K +1,000 +2,000%
CMA
3407
Cedar Mountain Advisors
Oregon
$101K +$63.7K +723 +222%
BCWM
3408
Ball & Co Wealth Management
Tennessee
$100K +$4.41K +50 +5%
SIC
3409
SJS Investment Consulting
Ohio
$99.9K -$90K -1,021 -50%
MTI
3410
Merrithew & Thorsten Inc
California
$99K – – –
PWMG
3411
Private Wealth Management Group
New Jersey
$98.2K +$3.61K +41 +4%
WAG
3412
Wiser Advisor Group
Arizona
$97.7K -$1.23K -14 -1%
SMBT
3413
Southern Michigan Bank & Trust
Michigan
$97.4K +$89.3K +1,013 New
B
3414
Birchbrook
Maine
$96.2K – – –
CB
3415
Centennial Bank
Arkansas
$96.2K – – –
MASM
3416
MH & Associates Securities Management
California
$96.2K – – –
PP
3417
Pacifica Partners
Canada
$96.2K – – –
TJHA
3418
Thomas J. Herzfeld Advisors
Florida
$96.2K – – –
WAG
3419
Wilkerson Advisory Group
Missouri
$96K +$55.9K +634 +174%
RWM
3420
RMG Wealth Management
Wisconsin
$95.7K -$58.2K -660 -37%
1IA
3421
1620 Investment Advisors
Massachusetts
$93K +$9.69K +110 +13%
KFG
3422
Kingdom Financial Group
Arizona
$92.7K +$16.4K +186 +24%
LAS
3423
Lloyd Advisory Services
Georgia
$92.7K +$58.5K +664 +221%
STB
3424
S&T Bank
Pennsylvania
$91.2K +$50.1K +569 +150%
OM
3425
OV Management
Minnesota
$91.2K -$481K -5,455 -85%
135 136
137
138 139