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Name Holding Trade Value Shares
Change 		Change in
Stake
CSF
3551
Capital Squared Financial
Maryland
$434K +$58.5K +169 +15%
SR
3552
Syntax Research
Florida
$434K +$346 +1 +0.1%
WFA
3553
WMG Financial Advisors
Tennessee
$434K +$2.42K +7 +0.6%
EIP
3554
Ellis Investment Partners
Pennsylvania
$433K +$346 +1 +0.1%
MBI
3555
May Barnhard Investments
Maryland
$431K -$71.6K -207 -14%
SN
3556
Sittner & Nelson
Oregon
$431K – – –
LOAMU
3557
Lombard Odier Asset Management (USA)
New York
$430K +$436K +1,261 New
GWM
3558
GSB Wealth Management
Connecticut
$430K -$7.61K -22 -2%
FA
3559
Fortis Advisors
Pennsylvania
$428K -$48.5K -140 -10%
FFG
3560
Fortem Financial Group
California
$427K -$91.7K -265 -17%
ACM
3561
Ascent Capital Management
Oregon
$427K +$8.65K +25 +2%
VI
3562
VanderPol Investments
Michigan
$426K +$3.46K +10 +0.8%
MAG
3563
M3 Advisory Group
Massachusetts
$426K -$11.1K -32 -2%
PFA
3564
Plotkin Financial Advisors
Maryland
$426K +$8.65K +25 +2%
LRIC
3565
Long Road Investment Counsel
Michigan
$426K – – –
BRWM
3566
Blue Rock Wealth Management
North Carolina
$426K +$34.6K +100 +9%
KFA
3567
Krane Funds Advisors
New York
$426K -$32.5K -94 -7%
NWM
3568
Nova Wealth Management
Florida
$425K -$27K -78 -6%
WOC
3569
West Oak Capital
California
$425K -$237K -685 -35%
GK
3570
Graney & King
New York
$424K – – –
LMKC
3571
L.M. Kohn & Company
Ohio
$424K -$4.92M -14,209 -92%
1CP
3572
17 Capital Partners
Arizona
$424K +$4.84K +14 +1%
NI
3573
NDVR Inc
Massachusetts
$424K +$38.8K +112 +10%
BBWP
3574
Beacon Bridge Wealth Partners
Pennsylvania
$424K +$11.8K +34 +3%
WWM
3575
Wiser Wealth Management
Georgia
$424K +$117K +338 +37%
141 142
143
144 145