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Name Holding Trade Value Shares
Change 		Change in
Stake
FF
5151
Financial Futures
New Jersey
$315K +$294K +1,686 New
SIC
5152
Sage Investment Counsel
Tennessee
$314K – – –
MS
5153
Marshall & Sullivan
Washington
$313K – – –
TIM
5154
Thompson Investment Management
Wisconsin
$313K +$9.41K +54 +3%
CWM
5155
Compass Wealth Management
Connecticut
$310K +$13.9K +80 +5%
IWM
5156
Inlight Wealth Management
Georgia
$310K – – –
PIS
5157
POM Investment Strategies
North Carolina
$308K -$7.67K -44 -3%
WHCFA
5158
William Howard & Co Financial Advisors
Tennessee
$308K -$162K -930 -36%
AFA
5159
Alpha Financial Advisors
North Carolina
$308K -$28.4K -163 -9%
MCFP
5160
Mallini Complete Financial Planning
Florida
$307K – – –
PC
5161
Prairiewood Capital
North Dakota
$307K +$287K +1,644 New
TPF
5162
Tribridge Partners Financial
Maryland
$306K – – –
IDBONY
5163
Israel Discount Bank of New York
New York
$306K -$8.71K -50 -3%
VF
5164
Vista Finance
Missouri
$305K +$174 +1 +0.1%
DRP
5165
Decker Retirement Planning
Utah
$305K -$148K -848 -34%
CIEC
5166
Crédit Industriel et Commercial
France
$304K -$1.19M -6,814 -81%
OFS
5167
Oldfather Financial Services
Nebraska
$304K +$284K +1,629 New
BWA
5168
Burt Wealth Advisors
Maryland
$302K +$9.41K +54 +3%
DMBA
5169
Deseret Mutual Benefit Administrators
Utah
$300K +$14.3K +82 +5%
SC
5170
Schiavi & Co
Delaware
$300K +$17.4K +100 +7%
SHJ
5171
Sharkey, Howes & Javer
Colorado
$299K +$280K +1,605 New
BP
5172
BCK Partners
New York
$298K -$174 -1 -0.1%
LFWA
5173
LBJ Family Wealth Advisors
Texas
$297K – – –
JAA
5174
Joel Adams & Associates
North Carolina
$297K – – –
PSA
5175
Plum Street Advisors
Louisiana
$296K -$2.79K -16 -1%
205 206
207
208 209