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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
4476
WESPAC Advisors
California
$527K -$1.02M -8,031 -62%
CFCI
4477
Comprehensive Financial Consultants Institutional
Indiana
$524K +$241K +1,904 +65%
MWP
4478
Meredith Wealth Planning
Illinois
$524K -$137K -1,077 -18%
RWMH
4479
Riverpoint Wealth Management Holdings
Illinois
$522K +$611K +4,819 New
TFA
4480
TPG Financial Advisors
Oregon
$522K -$22.7K -179 -4%
WMA
4481
William Mack & Associates
Michigan
$522K +$49.6K +391 +9%
BOTPPF
4482
Board of the Pension Protection Fund
United Kingdom
$520K +$304K +2,400 +100%
WAM
4483
Wernau Asset Management
Massachusetts
$519K +$57.4K +453 +10%
DCM
4484
Davis Capital Management
Florida
$517K -$47.5K -375 -7%
CWM
4485
CarsonAllaria Wealth Management
Illinois
$516K +$38K +300 +7%
LFA
4486
Level Financial Advisors
New York
$515K +$49K +387 +9%
VCAM
4487
Van Cleef Asset Management
Ohio
$515K – – –
KFS
4488
Kelly Financial Services
Massachusetts
$513K +$11.9K +94 +2%
KTA
4489
Keeley-Teton Advisors
Illinois
$512K – – –
GC
4490
Guidance Capital
Kentucky
$512K -$85K -671 -13%
EGWAG
4491
Elwood & Goetz Wealth Advisory Group
Georgia
$511K +$217K +1,716 +57%
FSC
4492
Full Sail Capital
Oklahoma
$511K +$239K +1,889 +67%
HAC
4493
Harbor Advisory Corp
New Hampshire
$510K – – –
EFA
4494
Edge Financial Advisors
Illinois
$510K +$20.5K +162 +4%
TWD
4495
True Wealth Design
Ohio
$510K +$172K +1,361 +41%
CAAM
4496
Cornerstone Advisors Asset Management
Pennsylvania
$510K -$432K -3,411 -42%
GCA
4497
Greenwood Capital Associates
South Carolina
$510K -$330K -2,600 -36%
IWP
4498
Innova Wealth Partners
Pennsylvania
$509K +$22.9K +181 +4%
PWM
4499
Penobscot Wealth Management
Maine
$508K -$101K -797 -15%
WTFG
4500
Wood Tarver Financial Group
Idaho
$508K +$36.5K +288 +7%
178 179
180
181 182