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Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
2201
Boyd Watterson Asset Management
Ohio
$819K – – –
DP
2202
Dearborn Partners
Illinois
$819K +$75.2K +3,000 +11%
HI
2203
Human Investing
Oregon
$818K +$751K +29,960 New
PI
2204
Parkside Investments
Illinois
$818K +$752K +30,000 New
CIP
2205
Capital Insight Partners
Arizona
$817K +$500K +19,930 +199%
FWM
2206
Fairhaven Wealth Management
Illinois
$816K +$27.6K +1,100 +4%
KPWG
2207
KFA Private Wealth Group
Virginia
$816K +$110K +4,400 +17%
CA
2208
Cambridge Advisors
Nebraska
$809K +$36.4K +1,450 +5%
PAG
2209
Paladin Advisory Group
Iowa
$806K +$757K +30,180 New
XS
2210
XR Securities
Illinois
$804K -$2.76M -110,110 -79%
IIC
2211
Integrated Investment Consultants
Michigan
$804K -$20.1K -800 -3%
FAT
2212
First American Trust
California
$804K +$216K +8,610 +41%
AIM
2213
Axiom Investment Management
New York
$803K -$1.36M -54,410 -65%
TFGT
2214
TS Financial Group (TSFG)
Illinois
$803K +$22.6K +900 +3%
AWM
2215
Angeles Wealth Management
California
$803K +$738K +29,430 New
MA
2216
Modus Advisors
Minnesota
$801K +$256K +10,220 +53%
NWMG
2217
National Wealth Management Group
Ohio
$800K -$12.8K -510 -2%
HI
2218
Hudock Inc
Pennsylvania
$800K +$60.7K +2,420 +9%
SPWM
2219
Spartan Planning & Wealth Management
North Carolina
$799K +$735K +29,290 New
LJAC
2220
L.J. Altfest & Co
New York
$796K -$52.9K -2,110 -7%
JE
2221
JMAC Enterprises
Pennsylvania
$796K -$10.3K -410 -1%
PBO
2222
Peoples Bank (Ohio)
Ohio
$795K -$76.5K -3,050 -9%
SRSA
2223
S.R. Schill & Associates
Washington
$794K +$119K +4,750 +19%
MIA
2224
MainStreet Investment Advisors
Illinois
$793K +$29.3K +1,170 +4%
GA
2225
Gateway Advisory
New Jersey
$793K +$29.6K +1,180 +4%
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89
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