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Name Holding Trade Value Shares
Change 		Change in
Stake
GWI
3001
Grace & White Inc
New York
$706K +$57.4K +780 +8%
SBA
3002
Secrest Blakey & Associates
North Carolina
$698K -$157K -2,132 -16%
HS
3003
Haafor (Singapore)
Singapore
$697K +$806K +10,964 New
MCC
3004
Malaga Cove Capital
California
$695K +$29.4K +400 +4%
KL
3005
KWMG LLC
Kansas
$692K -$35K -476 -4%
MWM
3006
MBE Wealth Management
Wisconsin
$690K +$72.1K +980 +10%
MCG
3007
MACRO Consulting Group
New Jersey
$690K +$246K +3,340 +58%
TP
3008
Truvvo Partners
New York
$685K +$393K +5,344 +98%
TW
3009
Towerpoint Wealth
California
$683K +$69.4K +944 +10%
PCWA
3010
Pacific Capital Wealth Advisors
California
$681K -$13.5K -184 -2%
AFS
3011
Axiom Financial Strategies
Indiana
$681K +$787K +10,708 New
WFPG
3012
Waller Financial Planning Group
Ohio
$680K +$294 +4 +0%
WCM
3013
Weld Capital Management
New York
$679K -$1.34M -18,168 -63%
SFC
3014
SYM Financial Corp
Indiana
$679K -$34.4K -468 -4%
DCM
3015
Driehaus Capital Management
Illinois
$678K -$120K -1,628 -13%
PEA
3016
Pacific Edge Advisors
California
$678K +$34.1K +464 +5%
SWG
3017
Summit Wealth Group
Vermont
$675K -$69.1K -940 -8%
CWA
3018
Capital Wealth Alliance
Arizona
$668K +$598K +8,128 +341%
CFN
3019
Cordasco Financial Network
Florida
$667K -$120K -1,636 -13%
CCA
3020
Conservest Capital Advisors
Pennsylvania
$666K -$15.6K -212 -2%
SFA
3021
Stewardship Financial Advisors
Georgia
$665K +$38.5K +524 +5%
SFPG
3022
Stonebridge Financial Planning Group
Florida
$664K -$33.2K -452 -4%
LSC
3023
Lesa Sroufe & Co
Washington
$664K -$11.5K -156 -1%
AFG
3024
Affinia Financial Group
Massachusetts
$661K -$22.4K -304 -3%
EFIC
3025
Eliot Finkel Investment Counsel
California
$657K – – –
119 120
121
122 123