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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
3276
Bluestem Financial Advisors
Illinois
$485K -$4.25K -39 -0.9%
CJA
3277
C-J Advisory
California
$479K +$873 +8 +0.2%
DIS
3278
Diversified Investment Strategies
Louisiana
$475K +$19.6K +180 +5%
SA
3279
Silversage Advisors
California
$474K -$1.51M -13,872 -77%
HCA
3280
Hyperion Capital Advisors
New York
$472K – – –
CNBT
3281
Cornerstone National Bank & Trust
Illinois
$471K -$138M -1,261,060 -100%
RBCM
3282
Raub Brock Capital Management
California
$470K +$20.3K +186 +5%
LL
3283
LPWM LLC
Minnesota
$469K +$60.8K +557 +16%
SIA
3284
Stegner Investment Associates
Kentucky
$468K +$441K +4,045 New
UM
3285
Ulysses Management
New York
$463K -$655K -6,000 -60%
BAM
3286
Boyar Asset Management
New York
$463K – – –
FSWA
3287
Financial Synergies Wealth Advisors
Texas
$461K -$408K -3,735 -48%
VIMU
3288
Veritas Investment Management (UK)
United Kingdom
$459K -$54.6K -500 -11%
CIM
3289
Confluence Investment Management
Missouri
$457K -$32.7K -300 -7%
BA
3290
BCM Advisors
Louisiana
$453K -$104K -950 -19%
GC
3291
Gruss & Co
Florida
$452K -$2.15M -19,700 -83%
AIA
3292
Armor Investment Advisors
North Carolina
$451K -$77.7K -712 -15%
BFP
3293
Briaud Financial Planning
Texas
$450K – – –
FEM
3294
Fulcrum Equity Management
Texas
$450K +$424K +3,883 New
HFS
3295
Horizon Financial Services
North Carolina
$449K +$423K +3,880 New
PS
3296
Portfolio Solutions
Michigan
$447K +$181K +1,660 +75%
VFPI
3297
Vantage Financial Partners (Illinois)
Illinois
$446K -$3.27K -30 -0.8%
SLA
3298
Silver Lake Advisory
Utah
$445K +$4.47K +41 +1%
PWG
3299
Private Wealth Group
Florida
$443K +$50.6K +464 +14%
MAS
3300
Madden Advisory Services
Florida
$443K +$164K +1,499 +64%
130 131
132
133 134