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Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
2401
Wealth Dimensions Group
Ohio
$580K -$19.8K -720 -4%
KMWM
2402
Keudell/Morrison Wealth Management
Oregon
$579K -$83.4K -3,030 -13%
MWM
2403
Merriman Wealth Management
Washington
$579K +$22K +800 +4%
AC
2404
Addison Capital
Pennsylvania
$579K +$52K +1,890 +11%
PPG
2405
Peak Planning Group
Colorado
$578K +$541K +19,650 New
GI
2406
Gradient Investments
Minnesota
$578K +$200K +7,270 +59%
WAG
2407
Winthrop Advisory Group
Massachusetts
$573K +$33K +1,200 +7%
LCM
2408
Leisure Capital Management
California
$572K +$12.4K +450 +2%
BG
2409
Bahl & Gaynor
Ohio
$570K +$55K +2,000 +12%
OMC
2410
Overbrook Management Corp
New York
$569K +$56.1K +2,040 +12%
PBF
2411
Petix & Botte Financial
California
$568K -$570K -20,700 -52%
1CP
2412
17 Capital Partners
Arizona
$568K -$99.1K -3,600 -16%
CCM
2413
Cinctive Capital Management
New York
$567K -$4.06M -147,610 -88%
YMRC
2414
Yorktown Management & Research Company
Virginia
$565K – – –
SCM
2415
SevenOneSeven Capital Management
Pennsylvania
$564K +$38K +1,380 +8%
MA
2416
Modus Advisors
Minnesota
$563K +$88.3K +3,210 +20%
SWP
2417
Summit Wealth Partners
Florida
$562K +$6.6K +240 +1%
LWA
2418
Lineweaver Wealth Advisors
Ohio
$561K -$25.9K -940 -5%
TI
2419
TTP Investments
California
$561K +$524K +19,060 New
SIS
2420
Susquehanna International Securities
Ireland
$560K +$524K +19,050 New
MCM
2421
Marathon Capital Management
Maryland
$557K -$866K -31,480 -62%
WBG
2422
Wharton Business Group
Pennsylvania
$556K -$85.3K -3,100 -14%
SLA
2423
Silver Lake Advisory
Utah
$555K – – –
EIG
2424
Ellenbecker Investment Group
Wisconsin
$555K +$6.6K +240 +1%
WFA
2425
Wellspring Financial Advisors
Ohio
$553K – – –
95 96
97
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