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Name Holding Trade Value Shares
Change 		Change in
Stake
FFW
3776
Fusion Family Wealth
New York
$201K +$157K +453 New
QFPS
3777
Quantum Financial Planning Services
Washington
$201K +$156K +451 New
FRA
3778
Front Row Advisors
California
$200K – – –
KLWA
3779
Kelly Lawrence W & Associates
California
$200K – – –
DFC
3780
DBK Financial Counsel
Ohio
$200K +$156K +450 New
DI
3781
Disciplined Investments
Oklahoma
$200K +$156K +450 New
GAM
3782
Gould Asset Management
California
$200K +$156K +450 New
LRIC
3783
Long Road Investment Counsel
Michigan
$200K +$156K +450 New
KTC
3784
Kentucky Trust Company
Kentucky
$198K – – –
PWMG
3785
Private Wealth Management Group
New Jersey
$196K -$2.77K -8 -2%
YAL
3786
Your Advocates Ltd
Texas
$196K – – –
NL
3787
NVWM LLC
Pennsylvania
$194K -$4.86K -14 -3%
CIR
3788
Clear Investment Research
Georgia
$194K -$5.9K -17 -4%
DAM
3789
Delta Asset Management
Tennessee
$194K +$5.55K +16 +4%
IRC
3790
Investors Research Corp
Georgia
$192K -$70.4K -203 -32%
CJ
3791
Caitlin John
Michigan
$185K +$144K +415 New
PP
3792
Pingora Partners
Wyoming
$182K -$4.86K -14 -3%
TFG
3793
Team Financial Group
California
$181K – – –
VWA
3794
Valued Wealth Advisors
Utah
$180K +$1.73K +5 +1%
GFWA
3795
Grey Fox Wealth Advisors
Delaware
$180K +$140K +405 New
IRAG
3796
Investment Research & Advisory Group
Georgia
$180K +$30.2K +87 +33%
FFP
3797
Frisco Financial Planning
Texas
$180K +$140K +404 New
T2I
3798
Turim 21 Investimentos
Brazil
$179K +$20.1K +58 +17%
UFPG
3799
United Financial Planning Group
New York
$178K +$139K +400 New
KG
3800
Kilter Group
New York
$175K +$10.8K +31 +9%
150 151
152
153 154