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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
3601
Ironwood Financial
Arizona
$230K +$226K +835 New
NMM
3602
Naples Money Management
Florida
$229K – – –
JWS
3603
Juncture Wealth Strategies
Arizona
$229K -$4.6K -17 -2%
TI
3604
TTP Investments
California
$229K +$541 +2 +0.2%
FWM
3605
FSA Wealth Management
Massachusetts
$228K +$224K +830 New
PFA
3606
Pettinga Financial Advisors
Indiana
$228K +$224K +829 New
POIA
3607
Pin Oak Investment Advisors
Texas
$228K +$12.2K +45 +6%
ACM
3608
Academy Capital Management
Texas
$228K – – –
HI
3609
Harrington Investments
California
$228K – – –
DIA
3610
Dean Investment Associates
Ohio
$227K -$1.08K -4 -0.5%
SJGA
3611
Stephen J. Garry & Associates
New York
$227K – – –
HAS
3612
Holland Advisory Services
Florida
$227K – – –
WF
3613
Whelan Financial
California
$226K +$222K +821 New
BA
3614
Ballew Advisors
Mississippi
$225K +$220K +812 New
AIA
3615
Accelerate Investment Advisors
California
$224K +$221K +816 New
AIA
3616
Alternative Investment Advisors
Florida
$224K +$220K +815 New
PWA
3617
Providence Wealth Advisors
Illinois
$224K +$213K +788 New
DW
3618
Durante & Waters
New York
$223K – – –
FWM
3619
Foguth Wealth Management
Michigan
$223K -$164K -606 -43%
SP
3620
Symmetry Partners
Connecticut
$222K -$2.17M -8,032 -91%
AEPWM
3621
Atlantic Edge Private Wealth Management
Florida
$221K – – –
TA
3622
TrueWealth Advisors
Alabama
$220K -$99.5K -368 -31%
BWG
3623
Beta Wealth Group
California
$220K +$1.89K +7 +0.9%
KWM
3624
Kanen Wealth Management
Florida
$220K – – –
SM
3625
Salzhauer Michael
$220K – – –
143 144
145
146 147