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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2051
Shakespeare Wealth Management
Wisconsin
$187K -$4.39K -278 -2%
SIS
2052
Strategic Investment Solutions
Illinois
$187K -$8.61M -545,627 -98%
SPG
2053
Strategic Planning Group
Utah
$187K +$176K +11,140 New
PCM
2054
Princeton Capital Management
New Jersey
$187K – – –
BIAS
2055
Beacon Investment Advisory Services
New Jersey
$187K -$40.6K -2,570 -19%
SXL
2056
Summit X LLC
Missouri
$187K -$12.6K -798 -7%
FFA
2057
Fi3 Financial Advisors
Indiana
$187K -$1.52K -96 -0.9%
EG
2058
Ellerson Group
Maryland
$187K – – –
EA
2059
Ergawealth Advisors
Illinois
$187K +$11.8K +747 +7%
BWM
2060
Biltmore Wealth Management
Arizona
$186K +$32 +2 +0%
CWS
2061
Cypress Wealth Services
California
$186K -$24K -1,518 -12%
DI
2062
Disciplined Investments
Oklahoma
$185K +$174K +11,035 New
AF
2063
Apollon Financial
South Carolina
$185K +$174K +11,032 New
FWA
2064
FSM Wealth Advisors
Ohio
$185K +$174K +11,028 New
AHB
2065
Abner Herrman & Brock
New Jersey
$185K -$600 -38 -0.3%
BOPW
2066
Brandywine Oak Private Wealth
Pennsylvania
$185K -$59.6K -3,772 -25%
SWM
2067
Stockman Wealth Management
Montana
$185K -$62.3K -3,943 -26%
ACM
2068
Arcataur Capital Management
Wisconsin
$185K -$32 -2 -0%
WFA
2069
WestHill Financial Advisors
California
$185K -$17.5K -1,110 -9%
GA
2070
Greytown Advisors
Florida
$184K – – –
FBB
2071
Fulton Breakefield Broenniman
Maryland
$184K -$65K -4,120 -27%
DSC
2072
Duncker Streett & Co
Missouri
$184K – – –
B
2073
Bensler
Washington
$184K -$24.8K -1,568 -12%
BCM
2074
Bluefin Capital Management
New York
$184K +$174K +11,000 New
IIA
2075
Integral Investment Advisors
California
$184K +$5.38K +341 +3%
81 82
83
84 85