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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
3251
Coordinated Financial Services
Colorado
$1.09M +$871K +12,020 New
SC
3252
Shearwater Capital
Colorado
$1.09M – – –
DDPIC
3253
Deroy & Devereaux Private Investment Counsel
Michigan
$1.08M +$54.4K +750 +7%
SSW
3254
Smith Shellnut Wilson
Mississippi
$1.08M +$43.5K +600 +5%
LWA
3255
Lantern Wealth Advisors
New York
$1.08M -$42.8K -590 -5%
EWM
3256
Elmwood Wealth Management
California
$1.08M +$867K +11,960 New
WF
3257
Whelan Financial
California
$1.08M +$222K +3,060 +34%
ACA
3258
Aspire Capital Advisors
Washington
$1.08M +$296K +4,090 +52%
DFC
3259
DBK Financial Counsel
Ohio
$1.08M -$145K -2,000 -14%
III
3260
Independent Investors Inc
New York
$1.08M – – –
GRA
3261
Golden Road Advisors
Florida
$1.07M -$5.07K -70 -0.6%
IA
3262
Inspire Advisors
Idaho
$1.07M +$76.8K +1,060 +10%
AP
3263
Advisors Preferred
Maryland
$1.07M -$5.06M -69,840 -85%
SFS
3264
Strategic Financial Services
New York
$1.07M -$39.1K -540 -4%
MS
3265
Mizuho Securities
Japan
$1.07M +$399K +5,500 +87%
RCS
3266
Retirement Capital Strategies
California
$1.06M +$4.35K +60 +0.5%
PVAMC
3267
PPS&V Asset Management Consultants
Michigan
$1.06M -$32.6K -450 -4%
PWA
3268
PCG Wealth Advisors
Kansas
$1.06M +$36.2K +500 +4%
LA
3269
Lifeworks Advisors
Michigan
$1.06M +$47.8K +660 +6%
BFP
3270
Beacon Financial Planning
Massachusetts
$1.06M +$121K +1,670 +17%
FF
3271
Friedenthal Financial
New Jersey
$1.06M +$570K +7,870 +205%
BRM
3272
Boston Research & Management
Massachusetts
$1.06M -$87K -1,200 -9%
SPA
3273
Sherbrooke Park Advisers
New York
$1.05M -$257K -3,540 -23%
SC
3274
Solstein Capital
California
$1.05M – – –
DWM
3275
Dogwood Wealth Management
Kansas
$1.05M -$147K -2,030 -15%
129 130
131
132 133