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Name Holding Trade Value Shares
Change 		Change in
Stake
W
1901
Wealthquest
Ohio
$505K -$40.5K -1,144 -8%
KBG
1902
Kahn Brothers Group
New York
$505K +$21.9K +618 +5%
ACM
1903
Avalon Capital Management
California
$502K +$471K +13,322 New
ME
1904
McIlrath & Eck
Washington
$502K +$82.3K +2,325 +21%
SQA
1905
Simon Quick Advisors
New Jersey
$500K -$132K -3,736 -22%
DWMS
1906
Dominguez Wealth Management Solutions
Virginia
$499K +$7.18K +203 +2%
SFWC
1907
Strategic Family Wealth Counselors
New Jersey
$495K -$11.7K -332 -2%
MSWM
1908
McGlone Suttner Wealth Management
Wisconsin
$495K +$20.7K +584 +5%
CNBTD
1909
Citizens National Bank Trust Department
Mississippi
$494K -$93.7K -2,647 -17%
HP
1910
Hyperion Partners
Pennsylvania
$492K -$65.3K -1,847 -12%
LW
1911
Lauer Wealth
Indiana
$492K +$461K +13,027 +135%
OF
1912
Outfitter Financial
Maine
$491K -$457K -12,930 -50%
SMWM
1913
Silvia McColl Wealth Management
California
$490K – – –
DS
1914
DRW Securities
Illinois
$490K +$27.6K +779 +6%
PFA
1915
Pure Financial Advisors
California
$488K +$458K +12,937 New
GA
1916
Geller Advisors
New York
$488K -$9.52K -269 -2%
RFA
1917
Resurgent Financial Advisors
Georgia
$488K -$91K -2,573 -17%
HT
1918
Heritage Trust
Oklahoma
$487K -$1.88K -53 -0.4%
PP
1919
PDS Planning
Ohio
$487K +$70.3K +1,986 +18%
WAM
1920
Walker Asset Management
Missouri
$486K +$210K +5,931 +85%
FIC
1921
FCG Investment Company
Tennessee
$485K +$455K +12,870 New
DG
1922
DMC Group
Alabama
$484K -$75.1K -2,122 -14%
BHIA
1923
Birch Hill Investment Advisors
Massachusetts
$484K +$814 +23 +0.2%
SIS
1924
Sound Income Strategies
Florida
$484K +$141K +3,987 +45%
NRG
1925
Nemes Rush Group
Michigan
$484K -$89.1K -2,519 -16%
75 76
77
78 79