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Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
2101
Pacific Center for Financial Services
California
$625K -$55.3K -1,060 -8%
LP
2102
Lloyd Park
Illinois
$625K +$627K +12,026 New
WOSD
2103
WFA of San Diego
California
$622K +$114K +2,184 +22%
BWP
2104
Bernardo Wealth Planning
Pennsylvania
$621K +$4.12K +79 +0.7%
EMG
2105
ETF Managers Group
New Jersey
$619K +$29.4K +564 +5%
IRC
2106
Investors Research Corp
Georgia
$618K – – –
KFC
2107
Klingenstein Fields & Co
New York
$616K -$177K -3,390 -22%
AWM
2108
Adams Wealth Management
Utah
$616K -$82.1K -1,574 -12%
9WM
2109
9258 Wealth Management
Ohio
$616K -$80.5K -1,543 -12%
TAM
2110
Taurus Asset Management
New York
$616K -$41.9K -803 -6%
FCAG
2111
First Capital Advisors Group
New Jersey
$616K +$619K +11,855 New
WA
2112
Winfield Associates
Ohio
$614K -$149K -2,850 -19%
BC
2113
Bowman & Company
Wisconsin
$614K +$617K +11,829 New
BCM
2114
Boltwood Capital Management
California
$613K -$51K -978 -8%
OWA
2115
Outlook Wealth Advisors
Texas
$613K +$24K +460 +4%
FW
2116
FirstPurpose Wealth
Utah
$613K +$616K +11,798 New
ISB
2117
Iowa State Bank
Iowa
$610K -$510K -9,781 -45%
STA
2118
Summit Trail Advisors
New York
$610K +$8.45K +162 +1%
WDG
2119
Wealth Dimensions Group
Ohio
$608K -$4.33K -83 -0.7%
I2I
2120
Insight 2811 Inc
Illinois
$607K +$40.5K +776 +7%
TCOO
2121
Trust Company of Oklahoma
Oklahoma
$607K +$57.4K +1,100 +10%
QCIG
2122
Quad-Cities Investment Group
Iowa
$605K -$83.6K -1,602 -12%
NME
2123
Notis-McConarty Edward
$605K -$18.9K -362 -3%
DPI
2124
Diversified Portfolios Inc
Michigan
$605K -$17.2K -330 -3%
FPWM
2125
FSB Premier Wealth Management
Iowa
$605K +$8.4K +161 +1%
83 84
85
86 87