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Name Holding Trade Value Shares
Change 		Change in
Stake
BMD
3601
Better Money Decisions
New Mexico
$657K +$23.9K +330 +5%
GCA
3602
Greenwood Capital Associates
South Carolina
$655K -$241K -3,320 -31%
PWM
3603
Paulson Wealth Management
Illinois
$653K -$37K -510 -7%
IPW
3604
Intergy Private Wealth
Colorado
$649K +$130K +1,800 +33%
SMWM
3605
Silvia McColl Wealth Management
California
$648K +$29K +400 +6%
SFG
3606
Seamount Financial Group
Colorado
$648K +$30.4K +420 +6%
QAM
3607
Q3 Asset Management
Michigan
$647K +$520K +7,180 New
SPI
3608
Sutton Place Investors
New York
$647K +$519K +7,160 New
SDAM
3609
Shulman DeMeo Asset Management
New York
$645K – – –
LFS
3610
Lutz Financial Services
Nebraska
$644K +$52.2K +720 +11%
HSWS
3611
Higgins & Schmidt Wealth Strategies
Colorado
$642K +$515K +7,110 New
CC
3612
Copperleaf Capital
North Carolina
$642K +$202K +2,790 +65%
LIG
3613
Lokken Investment Group
Delaware
$642K -$54.4K -750 -10%
VFG
3614
Victory Financial Group
Texas
$641K -$40.6K -560 -7%
MWM
3615
MorganRosel Wealth Management
Colorado
$640K -$93.5K -1,290 -15%
RI
3616
Ridgewood Investments
New Jersey
$640K -$34.1K -470 -6%
EA
3617
Eudaimonia Advisors
Tennessee
$640K +$513K +7,080 New
VAF
3618
Values Added Financial
District of Columbia
$639K +$10.9K +150 +2%
CFGA
3619
Cambridge Financial Group (Arizona)
Arizona
$638K -$10.9K -150 -2%
TIM
3620
Tortoise Investment Management
New York
$638K +$44.2K +610 +9%
LFG
3621
Lockerman Financial Group
California
$637K +$201K +2,780 +65%
FEM
3622
Fulcrum Equity Management
Texas
$637K +$128K +1,770 +34%
BA
3623
Brightwater Advisory
Florida
$637K +$25.4K +350 +5%
CIS
3624
Continental Investors Services
Washington
$636K +$15.2K +210 +3%
CSIA
3625
Conrad Siegel Investment Advisors
Pennsylvania
$636K +$4.35K +60 +0.9%
143 144
145
146 147