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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
4101
Momentous Wealth Management
Washington
$1.68M -$352K -2,022 -18%
BI
4102
Ballast Inc
Kentucky
$1.68M – – –
WIP
4103
WealthCare Investment Partners
Rhode Island
$1.68M +$132K +758 +9%
WTFG
4104
Wells Trecaso Financial Group
Ohio
$1.68M -$504K -2,890 -24%
DFA
4105
DHJJ Financial Advisors
Illinois
$1.68M +$2.79K +16 +0.2%
1WM
4106
1900 Wealth Management
Texas
$1.68M +$321K +1,841 +26%
JWM
4107
Johnson Wealth Management
North Dakota
$1.68M +$1.57M +8,981 New
TA
4108
TrueWealth Advisors
Alabama
$1.67M +$22.8K +131 +1%
SWP
4109
Significant Wealth Partners
Illinois
$1.67M -$216K -1,241 -12%
PB
4110
Pinnacle Bancorp
Nebraska
$1.66M +$297K +1,706 +24%
JE
4111
JMAC Enterprises
Pennsylvania
$1.66M +$52.3K +300 +3%
ACMA
4112
Arbor Capital Management (Alaska)
Alaska
$1.66M -$99K -568 -6%
WCM
4113
Weik Capital Management
Pennsylvania
$1.65M -$123K -703 -7%
GVIC
4114
Global Value Investment Corporation
Wisconsin
$1.65M – – –
PWM
4115
Paulson Wealth Management
Illinois
$1.65M +$20K +115 +1%
BPW
4116
BLVD Private Wealth
Kentucky
$1.64M -$39.4K -226 -2%
CSIA
4117
Conrad Siegel Investment Advisors
Pennsylvania
$1.64M +$23.7K +136 +2%
FIS
4118
Fischer Investment Strategies
California
$1.64M +$174 +1 +0%
WF
4119
WoodTrust Financial
Wisconsin
$1.64M -$3.83K -22 -0.3%
WB
4120
West Bancorporation
Iowa
$1.63M +$201K +1,154 +15%
LIM
4121
Letson Investment Management
Georgia
$1.63M -$19.9K -114 -1%
CCA
4122
Coign Capital Advisors
Utah
$1.63M -$180K -1,035 -11%
NFC
4123
Northstar Financial Companies
Pennsylvania
$1.63M +$361K +2,071 +31%
ZIG
4124
Zuckerman Investment Group
Illinois
$1.63M +$106K +608 +7%
VFIC
4125
Valley Forge Investment Consultants
Pennsylvania
$1.63M -$349K -2,000 -19%
163 164
165
166 167