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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
4701
Shakespeare Wealth Management
Wisconsin
$1.22M -$156K -836 -11%
FSA
4702
Financial Sense Advisors
California
$1.22M +$70.4K +378 +6%
OF
4703
Outfitter Financial
Maine
$1.22M +$5.58K +30 +0.5%
HIM
4704
Harbour Investment Management
Washington
$1.22M -$241K -1,295 -17%
SSWG
4705
Seven Springs Wealth Group
Tennessee
$1.22M -$202K -1,083 -14%
MKC
4706
M. Kraus & Co
Vermont
$1.22M -$37.2K -200 -3%
BCM
4707
Barometer Capital Management
Ontario, Canada
$1.21M -$9.03M -48,522 -65%
LHWM
4708
Lake Hills Wealth Management
Texas
$1.21M -$524K -2,814 -30%
WAM
4709
WealthCare Asset Management
Missouri
$1.21M +$1.2M +6,452 New
DC
4710
Destiny Capital
Colorado
$1.21M +$54.7K +294 +5%
RSC
4711
Red Spruce Capital
Pennsylvania
$1.21M -$46.3K -249 -4%
SC
4712
Shearwater Capital
Colorado
$1.21M – – –
FFP
4713
Freedom Financial Partners
Minnesota
$1.21M -$25.1K -135 -2%
EAM
4714
Everstar Asset Management
North Carolina
$1.21M +$21K +113 +2%
AAMC
4715
Asset Allocation & Management Company
Illinois
$1.2M – – –
PA
4716
Prosperity Advisers
Pennsylvania
$1.2M +$1.2M +6,437 New
BBI
4717
Baxter Bros Inc
Connecticut
$1.2M -$200K -1,076 -14%
PFA
4718
Peak Financial Advisors
Colorado
$1.2M +$638K +3,426 +114%
AIS
4719
Advocate Investing Services
Maryland
$1.2M +$1.2M +6,430 New
SFG
4720
Skyview Financial Group
Florida
$1.2M +$1.19M +6,411 New
LSL
4721
Legacy Solutions LLC
Pennsylvania
$1.2M +$18.2K +98 +2%
BWCS
4722
Beirne Wealth Consulting Services
Connecticut
$1.19M -$2.93M -15,720 -71%
DW
4723
Durante & Waters
New York
$1.19M – – –
LCG
4724
Lakeshore Capital Group
Illinois
$1.19M +$28.5K +153 +2%
SFG
4725
Sather Financial Group
Texas
$1.19M -$436K -2,343 -27%
187 188
189
190 191