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Name Holding Trade Value Shares
Change 		Change in
Stake
NFGCM
5326
Norman Fields Gottscho Capital Management
New York
$535K – – –
APW
5327
Atlantic Private Wealth
North Carolina
$534K +$302K +1,624 +131%
FFA
5328
Fortune Financial Advisors
Kansas
$531K -$80.8K -434 -13%
CSW
5329
Cogent Strategic Wealth
Illinois
$530K +$526K +2,826 New
HI
5330
Human Investing
Oregon
$530K -$92.5K -497 -15%
CFM
5331
Cornerstone Financial Management
Massachusetts
$528K +$527K +2,833 New
BWA
5332
BCU Wealth Advisors
Illinois
$528K – – –
MGWA
5333
Monument Group Wealth Advisors
Massachusetts
$528K +$158K +850 +43%
BCA
5334
Bitterroot Capital Advisors
Montana
$528K +$527K +2,829 New
GWMI
5335
Guardian Wealth Management (Illinois)
Illinois
$524K +$160K +861 +44%
DFG
5336
Dupree Financial Group
Kentucky
$524K -$29.8K -160 -5%
VFG
5337
Valley Financial Group
Pennsylvania
$523K +$45.4K +244 +10%
AMIM
5338
Aull & Monroe Investment Management
Alabama
$522K -$89.7K -482 -15%
LHP
5339
Lexington Hill Partners
Texas
$522K +$521K +2,800 New
RS
5340
Retirement Solution
Washington
$522K +$155K +834 +42%
MWP
5341
MYCIO Wealth Partners
Pennsylvania
$521K +$13.8K +74 +3%
GCWM
5342
Graham Capital Wealth Management
District of Columbia
$521K +$1.12K +6 +0.2%
DF
5343
DecisionPoint Financial
Arizona
$521K -$110K -591 -17%
CAM
5344
Campion Asset Management
Virginia
$520K – – –
HFA
5345
Hershey Financial Advisers
Pennsylvania
$519K +$103K +554 +25%
CFA
5346
Churchill Financial Advisors
Kentucky
$518K +$517K +2,776 New
TFS
5347
Targeted Financial Services
Florida
$517K +$516K +2,770 New
VIP
5348
Value Investment Professionals
New York
$516K +$515K +2,766 New
SPWM
5349
Straight Path Wealth Management
Michigan
$515K -$5.07M -27,237 -91%
CC
5350
Climber Capital
Switzerland
$515K +$515K +2,766 New
212 213
214
215 216