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Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
5201
Nicholson Wealth Management Group
South Carolina
$632K +$14.3K +77 +2%
MCM
5202
Monarch Capital Management
Indiana
$631K +$95.5K +513 +18%
PA
5203
PharVision Advisers
Florida
$631K +$215K +1,155 +52%
OIS
5204
Okabena Investment Services
Minnesota
$630K – – –
LFASL
5205
Lugano Financial Advisors SA (LFA)
Switzerland
$629K +$9.68K +52 +2%
EIA
5206
Eldridge Investment Advisors
New Hampshire
$629K +$123K +660 +24%
MKW
5207
Mullaney, Keating & Wright
Connecticut
$627K – – –
BFG
5208
Baron Financial Group
New Jersey
$627K +$626K +3,362 New
FCG
5209
Financial Connections Group
California
$626K -$53.6K -288 -8%
SWM
5210
Schwallier Wealth Management
Michigan
$625K -$13.4K -72 -2%
GG
5211
GenWealth Group
New Jersey
$624K +$621K +3,335 New
BIA
5212
BHK Investment Advisors
Alabama
$624K -$9.12K -49 -1%
AC
5213
Attessa Capital
Arizona
$621K +$62.4K +335 +11%
ADMI
5214
Albert D. Mason Inc
Massachusetts
$620K – – –
GPA
5215
Guidance Point Advisors
Massachusetts
$619K -$5.21K -28 -0.8%
GHA
5216
Good Harbor Advisors
Massachusetts
$619K +$617K +3,317 New
PAG
5217
Powers Advisory Group
Illinois
$618K +$91.4K +491 +17%
PSB
5218
Piscataqua Savings Bank
New Hampshire
$617K – – –
JFG
5219
Juno Financial Group
Virginia
$617K +$616K +3,308 New
PRRFG
5220
Paul R. Ried Financial Group
Washington
$617K +$171K +918 +38%
BFA
5221
Brown Financial Advisory
Alabama
$615K – – –
CWA
5222
CJM Wealth Advisers
Virginia
$615K -$61.8K -332 -9%
CCA
5223
Cypress Capital Advisors
Tennessee
$614K -$12.5K -67 -2%
FWM
5224
Forefront Wealth Management
Pennsylvania
$614K -$215K -1,157 -26%
WDL
5225
Well Done LLC
Michigan
$614K -$708K -3,801 -54%
207 208
209
210 211