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Name Holding Trade Value Shares
Change 		Change in
Stake
KNFPWM
3376
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$660K -$681 -2 -0.1%
CIG
3377
Cairn Investment Group
Washington
$659K -$57.9K -170 -8%
FC
3378
Fulcrum Capital
Washington
$659K – – –
FA
3379
Fermata Advisors
California
$659K +$21.8K +64 +4%
HI
3380
Hudock Inc
Pennsylvania
$659K +$5.79K +17 +0.9%
CST
3381
Charles Schwab Trust
Nevada
$657K -$122K -359 -16%
SSW
3382
Smith Shellnut Wilson
Mississippi
$657K +$31.3K +92 +5%
CP
3383
Clarendon Private
Massachusetts
$656K +$38.8K +114 +6%
PIM
3384
Pullen Investment Management
Florida
$656K +$7.5K +22 +1%
IAG
3385
Ipsen Advisor Group
Arkansas
$654K -$13.3K -39 -2%
SPAS
3386
Spectrum Planning & Advisory Services
California
$654K +$2.73K +8 +0.4%
NFP
3387
Narus Financial Partners
Utah
$653K -$10.9K -32 -2%
IA
3388
Invested Advisors
Pennsylvania
$653K +$19.1K +56 +3%
LFA
3389
Legend Financial Advisors
Pennsylvania
$652K +$633K +1,859 New
OIM
3390
Oder Investment Management
California
$650K +$341 +1 +0.1%
HFS
3391
Howard Financial Services
Texas
$649K +$114K +336 +22%
MIG
3392
McGuire Investment Group
Rhode Island
$649K – – –
RMC
3393
Ring Mountain Capital
California
$648K +$31.7K +93 +5%
CHA
3394
Cooper/Haims Advisors
New York
$648K +$116K +341 +23%
PF
3395
Prota Financial
Texas
$648K +$629K +1,847 New
LAS
3396
Legacy Advisory Services
Pennsylvania
$647K +$681 +2 +0.1%
AGC
3397
Aspen Grove Capital
Colorado
$647K -$341 -1 -0.1%
BFM
3398
Brooklands Fund Management
United Kingdom
$646K +$683K +2,006 New
IAG
3399
Investmark Advisory Group
Connecticut
$646K +$341 +1 +0.1%
CPC
3400
Cookson Peirce & Co
Pennsylvania
$645K -$84.8K -249 -12%
134 135
136
137 138