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Name Holding Trade Value Shares
Change 		Change in
Stake
WFWM
2551
Wechter Feldman Wealth Management
New Jersey
$685K +$23.7K +456 +4%
NQWM
2552
Northwest Quadrant Wealth Management
Oregon
$680K +$48.7K +936 +8%
TA
2553
TMD & Associates
Arizona
$678K +$626K +12,020 New
VR
2554
Viridian RIA
Washington
$675K -$22.9K -440 -3%
PFA
2555
Pathway Financial Advisors
Vermont
$674K – – –
DWA
2556
Divergent Wealth Advisors
Utah
$674K +$833 +16 +0.1%
IAA
2557
Ironsides Asset Advisors
North Carolina
$671K -$792K -15,200 -56%
FDS
2558
First Dallas Securities
Texas
$669K +$417 +8 +0.1%
PIA
2559
Pinion Investment Advisors
Kansas
$665K -$15.2K -292 -2%
SCCM
2560
Schafer Cullen Capital Management
New York
$664K – – –
RCG
2561
Ruggie Capital Group
Florida
$662K -$588K -11,296 -49%
CC
2562
Cipher Capital
New York
$661K +$610K +11,712 New
ES
2563
Equitec Specialists
Illinois
$655K -$20.8K -400 -3%
MAS
2564
Managed Account Services
Florida
$655K +$631K +12,120 New
OWIM
2565
Old West Investment Management
California
$650K – – –
LIM
2566
Loudon Investment Management
New Hampshire
$648K +$5.21K +100 +0.9%
PA
2567
PFG Advisors
Arizona
$648K +$57.3K +1,100 +10%
CCA
2568
Conservest Capital Advisors
Pennsylvania
$647K -$1.02M -19,584 -63%
UWPG
2569
Ullmann Wealth Partners Group
Florida
$646K -$20.4K -392 -3%
RPG
2570
Resource Planning Group
Georgia
$644K +$638K +12,244 New
OPTFSNA
2571
Old Point Trust & Financial Services N A
Virginia
$643K – – –
OTC
2572
Opera Trading Capital
France
$643K +$583K +11,200 +5,957%
WCA
2573
Waratah Capital Advisors
Ontario, Canada
$643K +$593K +11,392 New
TFA
2574
Transamerica Financial Advisors
Florida
$641K -$12.3K -236 -2%
SCM
2575
Stonehearth Capital Management
Massachusetts
$641K – – –
101 102
103
104 105