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Name Holding Trade Value Shares
Change 		Change in
Stake
RFO
3051
RiverGlades Family Offices
Florida
$733K – – –
CISOA
3052
Capital Investment Services of America
Wisconsin
$731K +$18K +280 +3%
CFG
3053
CKW Financial Group
Hawaii
$730K – – –
PIA
3054
Powell Investment Advisors
Florida
$730K +$640K +9,948 New
SFA
3055
Stewardship Financial Advisors
Georgia
$729K – – –
PHIMC
3056
Private Harbour Investment Management & Counsel
Ohio
$728K -$28.3K -440 -4%
MWM
3057
MBE Wealth Management
Wisconsin
$725K +$636K +9,888 New
CCM
3058
Cohen Capital Management
California
$722K – – –
AFS
3059
Access Financial Services
Minnesota
$720K -$164K -2,548 -21%
TW
3060
Towerpoint Wealth
California
$720K +$11.1K +172 +2%
CC
3061
Callan Capital
California
$718K -$151K -2,352 -19%
CFIA
3062
Cantor Fitzgerald Investment Advisors
New York
$717K +$4.38K +68 +0.7%
RWG
3063
Regal Wealth Group
California
$711K -$111K -1,728 -15%
CWAF
3064
Core Wealth Advisors (Florida)
Florida
$702K +$615K +9,560 New
HCM
3065
Horrell Capital Management
Arkansas
$701K – – –
PS
3066
Portfolio Strategies
New York
$701K +$74.9K +1,164 +14%
JAWM
3067
J. Arnold Wealth Management
Ohio
$699K +$613K +9,524 New
GC
3068
Gibson Capital
Pennsylvania
$696K – – –
DC
3069
Defender Capital
North Carolina
$696K +$4.12K +64 +0.7%
SWM
3070
Sanctuary Wealth Management
Idaho
$690K -$13.1K -204 -2%
SC
3071
Stratford Consulting
Texas
$689K +$310K +4,812 +105%
DI
3072
Disciplined Investments
Oklahoma
$689K +$603K +9,380 New
EMFAT
3073
Emerald Mutual Fund Advisers Trust
Pennsylvania
$675K +$26.5K +412 +5%
SCA
3074
Stuart Chaussee & Associates
California
$675K +$251K +3,900 +74%
GSIS
3075
Global Strategic Investment Solutions
Arizona
$670K – – –
121 122
123
124 125