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Name Holding Trade Value Shares
Change 		Change in
Stake
VI
3576
VanderPol Investments
Michigan
$242K +$23.5K +85 +11%
HFS
3577
Heritage Financial Services
Massachusetts
$241K +$239K +864 New
MWM
3578
Massachusetts Wealth Management
Massachusetts
$240K +$238K +861 New
CFA
3579
Capstone Financial Advisors
Illinois
$240K +$276 +1 +0.1%
WQ
3580
Wealth Quarterback
New Jersey
$239K +$276 +1 +0.1%
LC
3581
Landaas & Company
Wisconsin
$239K +$2.48K +9 +1%
RIA
3582
RPG Investment Advisory
California
$239K -$6.9K -25 -3%
IFAM
3583
Institutional & Family Asset Management
Colorado
$239K -$6.07K -22 -3%
BA
3584
Bellwether Advisors
Nebraska
$238K +$3.59K +13 +2%
TMWM
3585
Taylor & Morgan Wealth Management
Michigan
$238K -$19.9K -72 -8%
VCAM
3586
Van Cleef Asset Management
Ohio
$237K -$41.4K -150 -15%
JWS
3587
Juncture Wealth Strategies
Arizona
$237K – – –
MCM
3588
Maple Capital Management
Vermont
$237K -$6.63K -24 -3%
WAS
3589
Wealth Advisory Solutions
Indiana
$237K +$13.3K +48 +6%
KFS
3590
Keynote Financial Services
Connecticut
$237K +$234K +848 New
PSFG
3591
Prairie Sky Financial Group
Illinois
$237K +$234K +848 New
SIG
3592
Spinnaker Investment Group
California
$236K +$8.28K +30 +4%
IPWA
3593
International Private Wealth Advisors
California
$236K -$25.4K -92 -10%
OL
3594
Owen LaRue
Kentucky
$234K +$232K +840 New
SKK
3595
Shepherd Kaplan Krochuk
Massachusetts
$233K – – –
NMM
3596
Naples Money Management
Florida
$233K – – –
HAS
3597
Holland Advisory Services
Florida
$232K +$1.93K +7 +0.8%
CAM
3598
Costello Asset Management
Pennsylvania
$232K +$35.9K +130 +19%
FWM
3599
FSA Wealth Management
Massachusetts
$231K – – –
TI
3600
TTP Investments
California
$231K +$276 +1 +0.1%
142 143
144
145 146