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Name Holding Trade Value Shares
Change 		Change in
Stake
FD
2626
Financial Designs
California
$796K +$882K +2,140 New
JIG
2627
Junk Investment Group
Maryland
$795K +$881K +2,139 New
MA
2628
MSA Advisors
California
$795K +$881K +2,139 New
MWA
2629
Midland Wealth Advisors
Illinois
$794K -$412 -1 -0%
HWM
2630
HRC Wealth Management
Idaho
$794K – – –
RC
2631
Roundview Capital
New Jersey
$794K +$193K +468 +28%
FA
2632
FDx Advisors
Illinois
$793K +$878K +2,132 New
PSCM
2633
Per Stirling Capital Management
Texas
$792K +$46.6K +113 +6%
LF
2634
Lantz Financial
Illinois
$791K +$24.7K +60 +3%
LHEI
2635
Leo H. Evart Inc
California
$791K +$877K +2,128 New
LGA
2636
Lebenthal Global Advisors
New York
$789K +$85.3K +207 +11%
DWG
2637
Darden Wealth Group
Michigan
$789K +$41.2K +100 +5%
TWM
2638
Trueblood Wealth Management
Ohio
$789K +$18.1K +44 +2%
TCM
2639
Tributary Capital Management
Nebraska
$788K -$6.18K -15 -0.7%
JWBC
2640
John W. Brooker & Co
California
$788K -$772K -1,874 -47%
WIC
2641
Woodmont Investment Counsel
Tennessee
$787K -$2.47K -6 -0.3%
MFWP
2642
Mosaic Family Wealth Partners
Missouri
$787K +$11.5K +28 +1%
WAL
2643
W Advisors LLC
Tennessee
$786K +$150K +363 +21%
PMG
2644
Private Management Group
California
$785K -$40.8K -99 -4%
CL
2645
CLG LLC
California
$783K +$4.94K +12 +0.6%
SA
2646
SRH Advisors
Kansas
$783K – – –
ONSWM
2647
Old North State Wealth Management
North Carolina
$782K +$83.2K +202 +11%
KCM
2648
Key Capital Management
Tennessee
$781K +$835K +2,026 +2,666%
FFG
2649
First Financial Group
North Carolina
$780K – – –
GWSA
2650
Global Wealth Strategies & Associates
Colorado
$780K -$13.2K -32 -2%
104 105
106
107 108