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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2501
Sound Income Strategies
Florida
$342K +$16.2K +310 +5%
CWM
2502
Cahaba Wealth Management
Georgia
$342K +$42.3K +810 +14%
SAF
2503
Smith Anglin Financial
Texas
$341K -$17.3K -332 -5%
C
2504
CEDRUS
Colorado
$341K +$342K +6,562 New
ADBIC
2505
A.D. Beadell Investment Counsel
Wisconsin
$340K -$96.5K -1,850 -22%
FAT
2506
First American Trust
California
$340K +$7.2K +138 +2%
FC
2507
Financial Council
Maryland
$340K +$39.2K +752 +13%
NRI
2508
NFP Retirement Inc
California
$339K -$31.8K -609 -9%
TNAM
2509
Terra Nova Asset Management
New York
$339K -$8.09K -155 -2%
BWA
2510
Burt Wealth Advisors
Maryland
$339K -$1.56K -30 -0.5%
AFM
2511
Andesa Financial Management
Pennsylvania
$338K -$400K -7,658 -54%
HWA
2512
Heartwood Wealth Advisors
Virginia
$338K -$70.3K -1,347 -17%
TI
2513
Truepoint Inc
Ohio
$338K +$96.1K +1,841 +39%
OTL
2514
Oak Thistle LLC
New York
$338K +$339K +6,494 New
RZH
2515
Relyea Zuckerberg Hanson
Connecticut
$336K -$22.4K -430 -6%
JC
2516
Jentner Corp
Ohio
$336K – – –
GIM
2517
Greylin Investment Management
Virginia
$335K +$128K +2,450 +61%
AWMF
2518
Arbor Wealth Management (Florida)
Florida
$334K -$22.2K -425 -6%
PRS
2519
Pinkerton Retirement Specialists
Idaho
$334K -$157 -3 -0%
CPC
2520
Congress Park Capital
New York
$334K +$7.83K +150 +2%
MTCM
2521
Mint Tower Capital Management
Netherlands
$334K +$96.5K +1,850 +40%
MWC
2522
MBM Wealth Consultants
Missouri
$333K -$131K -2,506 -28%
EM
2523
ELCO Management
New York
$333K -$10K -192 -3%
PGWM
2524
Parisi Gray Wealth Management
New Jersey
$331K -$991 -19 -0.3%
CWM
2525
Connecticut Wealth Management
Connecticut
$330K -$77.1K -1,478 -19%
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