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Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
3126
Oder Investment Management
California
$493K -$41.6K -154 -8%
PCS
3127
Private Client Services
Kentucky
$492K -$6.76K -25 -1%
SFA
3128
Source Financial Advisors
New York
$490K -$19.2K -71 -4%
PA
3129
Probity Advisors
Texas
$490K -$7.03K -26 -1%
CWM
3130
Cedar Wealth Management
California
$489K -$120K -443 -20%
MAM
3131
Mainsail Asset Management
Alabama
$488K – – –
W
3132
Wealthquest
Ohio
$488K -$4.33K -16 -0.9%
LJHT
3133
Laurie J. Hall Trustee
$488K – – –
BDF
3134
Black Diamond Financial
Maryland
$488K +$6.22K +23 +1%
PCI
3135
Planning Center Inc
Illinois
$483K +$3.52K +13 +0.7%
EIG
3136
Ellenbecker Investment Group
Wisconsin
$481K -$150K -555 -24%
SI
3137
Saxon Interests
Texas
$480K -$53K -196 -10%
HPM
3138
Hoxton Planning & Management
West Virginia
$479K +$3.79K +14 +0.8%
GEM
3139
Global Endowment Management
North Carolina
$476K -$965K -3,568 -67%
CWA
3140
CM Wealth Advisors
Ohio
$475K – – –
HCA
3141
Heck Capital Advisors
Wisconsin
$474K -$13.5K -50 -3%
CFP
3142
Cascade Financial Partners
California
$474K +$9.46K +35 +2%
MFG
3143
Midwest Financial Group
Kansas
$473K +$811 +3 +0.2%
MKC
3144
M. Kraus & Co
Vermont
$473K -$6.76K -25 -1%
GA
3145
Gateway Advisory
New Jersey
$472K +$11.1K +41 +2%
FCFC
3146
First Citizens Financial Corp
Iowa
$472K – – –
JCFM
3147
JBR Co Financial Management
Oklahoma
$470K -$14.1K -52 -3%
MMH
3148
Menora Mivtachim Holdings
Israel
$467K – – –
RWPA
3149
Richard W. Paul & Associates
Michigan
$467K -$16.8K -62 -4%
JEST
3150
JTC Employer Solutions Trustee
Jersey
$467K – – –
124 125
126
127 128