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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2801
Shearwater Capital
Colorado
$334K +$260K +12,020 New
PS
2802
Planned Solutions
California
$333K +$260K +12,000 New
FAG
2803
Financial Advisory Group
Texas
$331K +$258K +11,930 New
RLWM
2804
RF&L Wealth Management
Massachusetts
$331K +$258K +11,910 New
SFM
2805
Signet Financial Management
New Jersey
$329K -$58.4K -2,700 -19%
MIS
2806
Morningstar Investment Services
Illinois
$328K +$260K +12,020 New
HSWM
2807
Hubbell Strickland Wealth Management
Louisiana
$328K -$55.2K -2,550 -18%
PA
2808
Parkside Advisors
California
$328K +$255K +11,780 New
AAG
2809
Armstrong Advisory Group
Massachusetts
$326K -$27.7K -1,280 -10%
SIM
2810
Stratos Investment Management
Ohio
$326K +$254K +11,730 New
WTFG
2811
Wells Trecaso Financial Group
Ohio
$326K +$254K +11,720 New
AC
2812
AlphaCore Capital
California
$326K +$254K +11,720 New
MIM
2813
Martin Investment Management
Florida
$325K +$253K +11,700 New
SAG
2814
Spotlight Asset Group
Illinois
$324K +$562K +25,950 New
SWP
2815
Summit Wealth Partners
Florida
$323K +$252K +11,630 New
BC
2816
Barrett & Company
Rhode Island
$323K -$208K -9,630 -8%
MPM
2817
MBB Public Markets
Illinois
$322K +$251K +11,600 New
MCA
2818
Magnolia Capital Advisors
Mississippi
$321K +$250K +11,560 New
FB
2819
First Bancorp
Maine
$321K -$97.4K -4,500 -28%
AWM
2820
Altus Wealth Management
Kentucky
$321K +$250K +11,550 New
SWMG
2821
Sanchez Wealth Management Group
Florida
$320K +$250K +11,540 New
YWS
2822
Yarger Wealth Strategies
Ohio
$320K +$250K +11,530 New
LNB
2823
Ledyard National Bank
$320K -$54.5K -2,520 -18%
LWMG
2824
Levy Wealth Management Group
Pennsylvania
$319K +$248K +11,470 New
DWP
2825
Destiny Wealth Partners
Florida
$318K +$22.9K +1,060 +10%
111 112
113
114 115