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Name Holding Trade Value Shares
Change 		Change in
Stake
ODFS
4026
O'Donnell Financial Services
California
$217K – – –
CP
4027
Creekside Partners
California
$216K +$206K +684 New
DWS
4028
Dynamic Wealth Strategies
California
$216K +$301 +1 +0.1%
MPW
4029
Magnolia Private Wealth
Pennsylvania
$216K +$205K +682 New
PFG
4030
Pinnacle Financial Group
Illinois
$215K +$205K +681 New
SWMG
4031
Signature Wealth Management Group
Georgia
$215K +$205K +681 New
PA
4032
Planning Alternatives
Michigan
$215K +$204K +680 New
PGA
4033
Portland Global Advisors
Maine
$215K +$204K +680 New
T
4034
Tableaux
Massachusetts
$215K +$204K +679 New
CW
4035
Code Waechter
Florida
$215K -$52.6K -175 -20%
CYG
4036
Clean Yield Group
Vermont
$215K – – –
FA
4037
Financial Avengers
California
$214K +$301 +1 +0.1%
FA
4038
FSA Advisors
Michigan
$214K +$205K +681 New
GRA
4039
Golden Road Advisors
Florida
$213K +$203K +675 New
IDA
4040
Intelligence Driven Advisers
California
$213K +$203K +675 New
PAYA
4041
Phil A. Younker & Associates
Alaska
$213K +$203K +675 New
SEP
4042
Southland Equity Partners
Missouri
$213K +$203K +675 New
WPIC
4043
White Pine Investment Company
Michigan
$213K +$203K +675 New
SG
4044
Strid Group
Pennsylvania
$212K +$202K +672 New
MWM
4045
Marion Wealth Management
Pennsylvania
$212K +$202K +671 New
AA
4046
AlphaCentric Advisors
Puerto Rico
$212K -$5.71K -19 -3%
SIC
4047
SFE Investment Counsel
California
$212K +$202K +671 New
WB
4048
West Bancorporation
Iowa
$212K +$202K +671 New
CCP
4049
Clarity Capital Partners
California
$211K +$201K +669 New
PIA
4050
Panoramic Investment Advisors
Colorado
$211K +$201K +669 New
160 161
162
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