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Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
3976
Piershale Financial Group
Illinois
$716K +$38.9K +248 +5%
JC
3977
Jentner Corp
Ohio
$714K +$314 +2 +0%
SFP
3978
Strategic Financial Partners
Oregon
$703K +$7.06K +45 +0.9%
BC
3979
Barnett & Company
Tennessee
$700K – – –
UI
3980
Unconventional Investor
New Hampshire
$699K +$314 +2 +0%
ICM
3981
Intrepid Capital Management
Florida
$699K +$37.8K +241 +5%
LG
3982
Lane Generational
Massachusetts
$697K -$79.7K -508 -9%
NPPM
3983
North Point Portfolio Managers
Ohio
$696K -$87.9K -560 -10%
KFSC
3984
Keystone Financial Services (Colorado)
Colorado
$695K – – –
UM
3985
Ulysses Management
New York
$691K -$1.1M -7,000 -58%
CI
3986
Cavalier Investments
Georgia
$691K -$289K -1,844 -27%
FTA
3987
Financial & Tax Architects
Missouri
$690K -$137K -870 -15%
LWA
3988
Lowe Wealth Advisors
Maryland
$690K +$10.8K +69 +1%
UWM
3989
USAdvisors Wealth Management
Minnesota
$689K -$35.8K -228 -4%
SLA
3990
Silver Lake Advisory
Utah
$688K +$16.3K +104 +2%
TPWM
3991
Twelve Points Wealth Management
Massachusetts
$686K +$41.6K +265 +6%
CIA
3992
Capital Impact Advisors
Massachusetts
$683K -$258K -1,643 -25%
FA
3993
Financial Advantage
Maryland
$682K – – –
TA
3994
Townsend & Associates
Colorado
$678K -$2.82M -17,969 -79%
IWP
3995
Insight Wealth Partners
Texas
$673K -$785 -5 -0.1%
EA
3996
Evolution Advisers
Virginia
$672K -$41.4K -264 -5%
SCM
3997
Stordahl Capital Management
Colorado
$671K -$64K -408 -8%
LL
3998
LPWM LLC
Minnesota
$668K +$15.9K +101 +2%
QTM
3999
qPULA Trading Management
New York
$664K +$754K +4,802 New
WHRC
4000
W.H. Reaves & Co
New Jersey
$663K – – –
158 159
160
161 162