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Name Holding Trade Value Shares
Change 		Change in
Stake
DFC
4201
DBK Financial Counsel
Ohio
$315K +$348K +2,301 New
JWM
4202
JFG Wealth Management
Colorado
$315K +$349K +2,304 New
MWA
4203
Martel Wealth Advisors
Washington
$312K +$9.09K +60 +3%
TC
4204
TAGStone Capital
North Carolina
$309K +$70.3K +464 +26%
LSA
4205
Lansing Street Advisors
Pennsylvania
$308K -$10.3K -68 -3%
HAFS
4206
Hapanowicz & Associates Financial Services
Pennsylvania
$306K +$339K +2,236 New
HNWA
4207
Henrickson Nauta Wealth Advisors
Michigan
$303K +$133K +880 +66%
BCM
4208
Beddow Capital Management
Wyoming
$301K – – –
PP
4209
Peconic Partners
New York
$301K – – –
DGI
4210
Disciplined Growth Investors
Minnesota
$300K -$647K -4,274 -66%
HWA
4211
Hillcrest Wealth Advisors
New Jersey
$298K +$757 +5 +0.2%
HPC
4212
Hobart Private Capital
North Carolina
$292K -$76.9K -508 -19%
TWP
4213
Transparent Wealth Partners
Arkansas
$291K +$323K +2,130 New
SFG
4214
Sage Financial Group
Pennsylvania
$279K +$234K +1,548 +315%
FWSM
4215
First Wilshire Securities Management
California
$277K +$307K +2,024 New
TFA
4216
Tranquilli Financial Advisor
New Jersey
$275K – – –
ITFISA
4217
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$273K -$448K -2,958 -60%
GCM
4218
Goldstream Capital Management
Hong Kong
$273K -$2.42M -16,000 -89%
GPC
4219
Garrison Point Capital
California
$273K – – –
ACM
4220
Anfield Capital Management
California
$273K +$3.33K +22 +1%
JRP
4221
Jasper Ridge Partners
California
$270K – – –
UA
4222
Unison Advisors
District of Columbia
$268K – – –
EP
4223
Equius Partners
California
$267K – – –
PGF
4224
Plan Group Financial
Oklahoma
$265K +$294K +1,942 New
SCM
4225
Stevens Capital Management
Pennsylvania
$259K -$10.6M -69,806 -97%
167 168
169
170 171