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Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
4126
MBB Public Markets
Illinois
$1.15M – – –
GPA
4127
Guidance Point Advisors
Massachusetts
$1.15M +$109K +597 +10%
ASFA
4128
All Season Financial Advisors
Colorado
$1.15M -$6.79K -37 -0.5%
AAS
4129
Asset Allocation Strategies
Michigan
$1.15M -$8.44K -46 -0.7%
YAL
4130
Your Advocates Ltd
Texas
$1.15M +$18.7K +102 +2%
SC
4131
Sykon Capital
New York
$1.14M +$376K +2,049 +45%
MFC
4132
Morris Financial Concepts
South Carolina
$1.13M -$11.4K -62 -0.9%
GA
4133
GoalVest Advisory
New York
$1.13M -$15.6K -85 -1%
FA
4134
Financial Alternatives
California
$1.13M – – –
SA
4135
Stewardship Advisors
Pennsylvania
$1.12M +$12.8K +70 +1%
SWM
4136
Sanctuary Wealth Management
Idaho
$1.12M -$41.8K -228 -3%
IW
4137
Instrumental Wealth
Florida
$1.12M +$266K +1,453 +30%
AMIM
4138
Aull & Monroe Investment Management
Alabama
$1.12M -$4.58K -25 -0.4%
ACM
4139
Arlington Capital Management
Illinois
$1.12M +$917 +5 +0.1%
TDC
4140
Thompson Davis & Co
Virginia
$1.11M -$329K -1,792 -22%
EWM
4141
Endowment Wealth Management
Wisconsin
$1.11M +$40.5K +221 +4%
BPGAM
4142
BTG Pactual Global Asset Management
Bermuda
$1.1M -$326K -1,778 -22%
RA
4143
Rodgers & Associates
Pennsylvania
$1.1M -$24.8K -135 -2%
CC
4144
Corton Capital
Ontario, Canada
$1.1M -$246K -1,340 -17%
CAP
4145
Columbia Advisory Partners
Washington
$1.1M -$523K -2,851 -31%
OAM
4146
Odey Asset Management
United Kingdom
$1.1M +$1.17M +6,400 New
KTA
4147
Keeley-Teton Advisors
Illinois
$1.1M – – –
SPA
4148
Shore Point Advisors
New Jersey
$1.09M +$105K +570 +10%
D
4149
Dentgroup
Louisiana
$1.09M +$55.7K +304 +5%
LFS
4150
Lutz Financial Services
Nebraska
$1.08M -$63.8K -348 -5%
164 165
166
167 168