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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
3276
AtlasMark Financial
Texas
$357K +$303K +3,916 New
CFA
3277
Camarda Financial Advisors
Florida
$357K -$57.3K -740 -16%
VFPI
3278
Vantage Financial Partners (Illinois)
Illinois
$354K -$31K -400 -9%
BFP
3279
Briaud Financial Planning
Texas
$354K +$15.5K +200 +5%
RBCM
3280
Raub Brock Capital Management
California
$353K -$161K -2,080 -35%
YMRC
3281
Yorktown Management & Research Company
Virginia
$347K – – –
SLA
3282
Silver Lake Advisory
Utah
$346K -$2.48K -32 -0.8%
IC
3283
Iconiq Capital
California
$346K +$930 +12 +0.3%
CSIA
3284
Charles Schwab Investment Advisory
California
$346K +$294K +3,800 New
BFA
3285
Brendel Financial Advisors
New Hampshire
$341K -$1.86K -24 -0.6%
MI
3286
Moneywise Inc
Virginia
$340K -$47.4K -612 -14%
MWP
3287
Moller Wealth Partners
$338K -$17.4K -224 -6%
WU
3288
Wealthsimple US
New York
$337K -$14.3K -184 -5%
HS
3289
Horan Securities
United States
$334K +$50.5K +652 +22%
MMM
3290
Mendel Money Management
Illinois
$334K +$284K +3,660 New
LSC
3291
Lesa Sroufe & Co
Washington
$333K -$527K -6,800 -65%
KCP
3292
KDI Capital Partners
North Carolina
$333K – – –
BAMG
3293
Brand Asset Management Group
Missouri
$332K – – –
PF
3294
Phoenix Financial
Israel
$329K +$298K +3,852 New
DIP
3295
DT Investment Partners
Pennsylvania
$328K – – –
SI
3296
Shaker Investments
Ohio
$328K – – –
CWM
3297
Cranbrook Wealth Management
Michigan
$326K +$310 +4 +0.1%
FA
3298
Financial Advantage
Maryland
$326K +$31K +400 +13%
SM
3299
Sciencast Management
New Jersey
$326K +$263K +3,400 New
BC
3300
BIT Capital
Germany
$323K +$274K +3,540 New
130 131
132
133 134