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Name Holding Trade Value Shares
Change 		Change in
Stake
BMD
3101
Better Money Decisions
New Mexico
$2.19M +$2.31M +17,973 New
GA
3102
GoalVest Advisory
New York
$2.19M +$632K +4,927 +38%
SHWM
3103
Smith & Howard Wealth Management
Georgia
$2.19M +$324K +2,525 +16%
PWA
3104
Phoenix Wealth Advisors
North Carolina
$2.18M -$14.4K -112 -0.6%
KLI
3105
Kelman-Lazarov Inc
Tennessee
$2.18M – – –
OWIM
3106
Old West Investment Management
California
$2.18M – – –
ASBI
3107
American State Bank (Iowa)
Iowa
$2.17M -$59.4K -463 -3%
BSG
3108
Black Swift Group
Colorado
$2.17M +$1.41M +11,020 +164%
FBT
3109
First Bank & Trust
South Dakota
$2.17M -$23K -179 -1%
MAM
3110
Marquette Asset Management
Minnesota
$2.16M -$223K -1,736 -9%
RWM
3111
Raffa Wealth Management
District of Columbia
$2.16M -$7.06K -55 -0.3%
DA
3112
Doliver Advisors
Texas
$2.15M +$733K +5,709 +48%
AWA
3113
Acorn Wealth Advisors
Michigan
$2.15M -$1.67K -13 -0.1%
NS
3114
Newman & Schimel
Illinois
$2.15M -$26.6K -207 -1%
AC
3115
AlphaCore Capital
California
$2.14M -$825K -6,431 -27%
ADBIC
3116
A.D. Beadell Investment Counsel
Wisconsin
$2.14M -$6.42K -50 -0.3%
CIC
3117
Cutler Investment Counsel
Oregon
$2.14M +$6.55K +51 +0.3%
VIM
3118
Vista Investment Management
Pennsylvania
$2.14M +$54.4K +424 +2%
HEIP
3119
Hudson Edge Investment Partners
New Jersey
$2.13M -$7.06K -55 -0.3%
VCP
3120
Vista Capital Partners
Oregon
$2.13M +$208K +1,622 +10%
TFA
3121
Tobias Financial Advisors
Florida
$2.1M -$122K -950 -5%
USGIU
3122
U.S. Global Investors (USGI)
Texas
$2.09M – – –
NMC
3123
Nine Masts Capital
Hong Kong
$2.09M +$2.19M +17,100 New
OWA
3124
Outlook Wealth Advisors
Texas
$2.08M +$59.4K +463 +3%
UAM
3125
Unison Asset Management
Florida
$2.08M -$1.31M -10,170 -37%
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