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Name Holding Trade Value Shares
Change 		Change in
Stake
FPIS
4351
Financial Planning & Information Services
Wisconsin
$315K +$36.9K +312 +14%
PCMK
4352
Paragon Capital Management (Kansas)
Kansas
$315K +$58.7K +497 +24%
QWM
4353
Quaker Wealth Management
New Jersey
$314K +$305K +2,586 New
UWM
4354
USAdvisors Wealth Management
Minnesota
$314K +$94.7K +802 +45%
SC
4355
Steph & Co
Wisconsin
$312K +$36.7K +311 +14%
CFP
4356
Cypress Financial Planning
New Jersey
$312K +$17K +144 +6%
FWM
4357
ForthRight Wealth Management
Georgia
$312K -$48.9K -414 -14%
GC
4358
Gould Capital
Washington
$311K +$29.2K +247 +11%
DIA
4359
Davidson Investment Advisors
Montana
$311K – – –
LFA
4360
LGT Financial Advisors
Texas
$310K -$42.5K -360 -12%
RS
4361
Retirement Solution
Washington
$308K -$178K -1,511 -37%
SWM
4362
SFG Wealth Management
Maryland
$308K +$91.4K +774 +44%
SCP
4363
Shorepoint Capital Partners
Massachusetts
$307K +$47.2K +400 +19%
RPCA
4364
Running Point Capital Advisors
California
$307K -$94.7K -802 -24%
BIG
4365
Bush Investment Group
Georgia
$306K – – –
FIS
4366
Fischer Investment Strategies
California
$306K +$61.8K +523 +26%
FA
4367
Financial Alternatives
California
$304K +$6.02K +51 +2%
SIA
4368
Sage Investment Advisers
New York
$304K +$66.1K +560 +29%
WH
4369
Wallace Hart
Kentucky
$304K -$92.1K -780 -24%
NC
4370
NBW Capital
Massachusetts
$303K +$23.4K +198 +9%
BWCS
4371
Beirne Wealth Consulting Services
Connecticut
$301K +$1.77K +15 +0.6%
PP
4372
Pingora Partners
Wyoming
$301K -$17.7K -150 -6%
GIM
4373
Gold Investment Management
Alberta, Canada
$300K – – –
RWIA
4374
Roger Wittlin Investment Advisory
California
$300K – – –
CCM
4375
Condor Capital Management
New Jersey
$300K +$13.6K +115 +5%
173 174
175
176 177