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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
4101
Pettinga Financial Advisors
Indiana
$205K -$10.4K -30 -5%
TA
4102
Townsend & Associates
Colorado
$204K +$346 +1 +0.2%
RIA
4103
RPG Investment Advisory
California
$204K -$16.3K -47 -7%
RA
4104
Rodgers & Associates
Pennsylvania
$204K – – –
AWM
4105
Adams Wealth Management
Utah
$204K -$8.31K -24 -4%
CI
4106
CacheTech Inc
Utah
$204K -$8.31K -24 -4%
PS
4107
Pinney & Scofield
Massachusetts
$204K – – –
SIM
4108
Synergy Investment Management
Florida
$204K – – –
BC
4109
Barrett & Company
Rhode Island
$204K -$69.2K -200 -25%
LFA
4110
Lauterbach Financial Advisors
Texas
$203K – – –
SFSG
4111
Sound Financial Strategies Group
Mississippi
$203K +$206K +596 New
SWM
4112
Stonebridge Wealth Management
Illinois
$203K +$206K +595 New
OFS
4113
Oldfather Financial Services
Nebraska
$202K -$692 -2 -0.3%
SWP
4114
ShoreHaven Wealth Partners
New Jersey
$202K – – –
TA
4115
Teramo Advisors
Florida
$202K – – –
CWA
4116
Clarus Wealth Advisors
Arizona
$202K – – –
MSRI
4117
Michael S. Ryan Inc
New York
$201K – – –
WAG
4118
Wiser Advisor Group
Arizona
$201K +$346 +1 +0.2%
SWAG
4119
Spectrum Wealth Advisory Group
California
$200K -$692 -2 -0.3%
PCM
4120
Prelude Capital Management
New York
$200K -$26.6K -77 -12%
CIM
4121
Confluence Investment Management
Missouri
$200K -$1.38K -4 -0.7%
WWA
4122
Wisconsin Wealth Advisors
Wisconsin
$200K – – –
AWM
4123
Activest Wealth Management
Florida
$196K -$8.31K -24 -4%
WPA
4124
Wealth Preservation Advisors
Tennessee
$195K – – –
T
4125
Tidemark
California
$194K +$4.15K +12 +2%
163 164
165
166 167