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Name Holding Trade Value Shares
Change 		Change in
Stake
CFCS
5301
CDM Financial Counseling Services
Connecticut
$548K +$547K +2,938 New
QWM
5302
Quaker Wealth Management
New Jersey
$546K +$40.8K +219 +8%
WLPWM
5303
Walled Lake Planning & Wealth Management
Illinois
$545K – – –
DG
5304
Diesslin Group
Texas
$544K +$543K +2,916 New
UPS
5305
UHLMANN PRICE SECURITIES
Illinois
$543K -$11.2K -60 -2%
WF
5306
Warner Financial
Maryland
$543K – – –
LWM
5307
Latko Wealth Management
Illinois
$539K -$119K -639 -18%
AAM
5308
Auxier Asset Management
Oregon
$538K +$9.31K +50 +2%
WFL
5309
Wealth Forward LLC
North Dakota
$537K +$160K +860 +43%
BWM
5310
BCO Wealth Management
New Mexico
$537K – – –
PFA
5311
Professional Financial Advisors
Nebraska
$537K +$16.2K +87 +3%
SPA
5312
Sherbrooke Park Advisers
New York
$536K +$535K +2,876 New
NFGCM
5313
Norman Fields Gottscho Capital Management
New York
$535K – – –
APW
5314
Atlantic Private Wealth
North Carolina
$534K +$302K +1,624 +131%
FFA
5315
Fortune Financial Advisors
Kansas
$531K -$80.8K -434 -13%
CSW
5316
Cogent Strategic Wealth
Illinois
$530K +$526K +2,826 New
HI
5317
Human Investing
Oregon
$530K -$92.5K -497 -15%
CFM
5318
Cornerstone Financial Management
Massachusetts
$528K +$527K +2,833 New
BWA
5319
BCU Wealth Advisors
Illinois
$528K – – –
MGWA
5320
Monument Group Wealth Advisors
Massachusetts
$528K +$158K +850 +43%
BCA
5321
Bitterroot Capital Advisors
Montana
$528K +$527K +2,829 New
GWMI
5322
Guardian Wealth Management (Illinois)
Illinois
$524K +$160K +861 +44%
DFG
5323
Dupree Financial Group
Kentucky
$524K -$29.8K -160 -5%
VFG
5324
Valley Financial Group
Pennsylvania
$523K +$45.4K +244 +10%
AMIM
5325
Aull & Monroe Investment Management
Alabama
$522K -$89.7K -482 -15%
211 212
213
214 215