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Name Holding Trade Value Shares
Change 		Change in
Stake
MKW
4051
Mullaney, Keating & Wright
Connecticut
$508K +$416K +4,110 New
SFA
4052
Seneca Financial Advisors
New York
$507K +$18.9K +187 +5%
FFWM
4053
Future Financial Wealth Management
Ohio
$507K +$58.7K +581 +17%
LI
4054
Louisbourg Investments
New Brunswick, Canada
$507K -$179K -1,770 -30%
IWP
4055
IAG Wealth Partners
Wisconsin
$507K +$87K +860 +27%
SFC
4056
Swisher Financial Concepts
Ohio
$506K +$82.2K +813 +25%
TCM
4057
Tuttle Capital Management
Connecticut
$504K -$302K -2,990 -87%
LIWM
4058
Long Island Wealth Management
New York
$503K +$105K +1,040 +34%
LWMNY
4059
Landmark Wealth Management (New York)
New York
$502K +$68.1K +674 +20%
FFG
4060
Foundry Financial Group
New Hampshire
$501K +$37.6K +372 +10%
RS
4061
Retirement Solution
Washington
$500K -$92.9K -919 -18%
VV
4062
Verity & Verity
South Carolina
$500K -$40.4K -400 -9%
HCM
4063
Hudson Capital Management
New Jersey
$500K -$6.07K -60 -1%
SC
4064
Swan Capital
Florida
$500K +$30.3K +300 +8%
SAA
4065
Southeast Asset Advisors
Georgia
$500K +$1.82K +18 +0.4%
LFP
4066
Lakeshore Financial Planning
Michigan
$499K +$408K +4,040 New
PMIA
4067
Patrick Mauro Investment Advisor
Illinois
$499K +$408K +4,040 New
KAM
4068
Knightsbridge Asset Management
California
$495K -$286K -2,830 -41%
RCM
4069
Ridgepath Capital Management
Tennessee
$495K – – –
BIA
4070
Beacon Investment Advisors
Maryland
$495K -$303 -3 -0.1%
SLT
4071
St Louis Trust
Missouri
$494K +$202 +2 +0.1%
CFM
4072
Comprehensive Financial Management
California
$494K -$303K -3,000 -43%
ASI
4073
Advisory Services & Investments
Oregon
$494K -$101K -1,000 -20%
BI
4074
Bramshill Investments
Florida
$494K -$101K -1,000 -20%
DACS
4075
Dymon Asia Capital (Singapore)
Singapore
$494K +$404K +4,000 New
161 162
163
164 165