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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3051
Sawyer & Company
Massachusetts
$18K – – –
SC
3052
Schubert & Co
Texas
$18K +$16.8K +610 New
FCG
3053
Financial Connections Group
California
$18K +$17.1K +620 New
PFA
3054
Professional Financial Advisors
Nebraska
$16K – – –
MWA
3055
Miller Wealth Advisors
Colorado
$16K +$14.9K +540 New
NC
3056
NewSquare Capital
Pennsylvania
$15K – – –
FC
3057
Family CFO
California
$15K +$13.8K +500 New
ODG
3058
O'Dell Group
Ohio
$15K +$13.8K +500 New
OBWP
3059
O'Brien Wealth Partners
Massachusetts
$14K +$15.1K +550 New
CWA
3060
Carolina Wealth Advisors
South Carolina
$12K – – –
EFS
3061
Econ Financial Services
Pennsylvania
$12K +$11K +400 New
FWA
3062
FSC Wealth Advisors
New York
$12K +$11K +400 New
WAC
3063
William Allan Corp
Colorado
$12K +$11K +400 New
M1FG
3064
Mach-1 Financial Group
Arkansas
$12K +$12.1K +440 New
BA
3065
Bellwether Advisors
Nebraska
$11K – – –
JMF
3066
Johnson Midwest Financial
Iowa
$11K +$4.95K +180 +90%
POIA
3067
Pin Oak Investment Advisors
Texas
$11K +$10.5K +380 New
BA
3068
Bivin & Associates
Oklahoma
$11K +$10.7K +390 New
LIM
3069
Longfellow Investment Management
Massachusetts
$10K – – –
UIA
3070
Ulland Investment Advisors
Minnesota
$10K +$9.08K +330 New
BC
3071
Barnett & Company
Tennessee
$7K +$6.6K +240 New
LWA
3072
Lowe Wealth Advisors
Maryland
$7K +$6.88K +250 New
CFRPA
3073
Castle Financial & Retirement Planning Associates
New Jersey
$7K +$7.98K +290 New
SJIM
3074
St. Johns Investment Management
Florida
$6K – – –
AWM
3075
Avondale Wealth Management
Texas
$6K +$5.5K +200 New
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123
124 125