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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
4501
Tandem Financial
Colorado
$595K +$611K +4,433 New
BDFN
4502
Bond & Devick Financial Network
Minnesota
$595K – – –
WMA
4503
William Mack & Associates
Michigan
$594K +$609K +4,421 New
RCM
4504
Requisite Capital Management
Texas
$594K -$55.1K -400 -8%
E
4505
EntreWealth
Texas
$593K +$699K +5,069 New
MSWM
4506
Mowery & Schoenfeld Wealth Management
Illinois
$593K +$529K +3,835 +661%
CPP
4507
Capasso Planning Partners
South Carolina
$592K -$257K -1,867 -30%
HOWA
4508
Heritage Oak Wealth Advisors
Florida
$592K -$5.08M -36,826 -89%
SCM
4509
Sollinda Capital Management
Florida
$590K +$116K +844 +24%
WTFG
4510
Wood Tarver Financial Group
Idaho
$590K +$606K +4,395 New
DF
4511
Define Financial
California
$589K +$605K +4,388 New
OFA
4512
Oak Family Advisors
Illinois
$589K +$6.48K +47 +1%
FFG
4513
Foundry Financial Group
New Hampshire
$589K +$13.2K +96 +2%
GC
4514
Globeflex Capital
California
$588K +$324K +2,348 +116%
SAS
4515
SMI Advisory Services
Indiana
$587K – – –
WI
4516
WBI Investments
New Jersey
$587K +$371K +2,693 +160%
LFA
4517
Level Financial Advisors
New York
$587K +$602K +4,369 New
MKW
4518
Mullaney, Keating & Wright
Connecticut
$586K +$24.3K +176 +4%
ACM
4519
Ayrshire Capital Management
Connecticut
$585K +$69.6K +505 +13%
AA
4520
AlphaCentric Advisors
Puerto Rico
$582K -$227K -1,646 -28%
WWP
4521
Wise Wealth Partners
Arizona
$582K +$598K +4,335 New
FIC
4522
Family Investment Center
Missouri
$582K -$33.4K -242 -5%
WAM
4523
Wernau Asset Management
Massachusetts
$582K +$597K +4,332 New
GK
4524
Graney & King
New York
$582K +$597K +4,332 New
IIM
4525
Illumine Investment Management
Washington
$581K +$597K +4,330 New
179 180
181
182 183