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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
4201
Cowen Prime Advisors
New York
$621K – – –
CMTU
4202
Capital Markets Trading (UK)
United Kingdom
$621K +$683K +4,778 New
PF
4203
Parker Financial
Washington
$619K +$681K +4,765 New
BFP
4204
Beacon Financial Planning
Massachusetts
$619K +$681K +4,765 New
SSC
4205
Syverson Strege & Co
Iowa
$619K +$5.14K +36 +0.8%
EL
4206
Envoi LLC
Minnesota
$618K -$83.6K -585 -11%
JFG
4207
JMG Financial Group
Illinois
$615K – – –
PWG
4208
Private Wealth Group
Florida
$614K +$100K +702 +17%
SCM
4209
Stordahl Capital Management
Colorado
$614K -$18.1K -127 -3%
FCM
4210
Fairbanks Capital Management
California
$614K +$35.7K +250 +6%
EA
4211
Evolution Advisers
Virginia
$612K -$28.6K -200 -4%
ACM
4212
Ashford Capital Management
Delaware
$612K – – –
CI
4213
Cavalier Investments
Georgia
$612K -$42K -294 -6%
FWM
4214
FFT Wealth Management
Pennsylvania
$608K – – –
RP
4215
Riverwater Partners
Wisconsin
$608K -$11.1K -78 -2%
LWA
4216
Lowe Wealth Advisors
Maryland
$607K -$45.9K -321 -6%
HFAS
4217
Hummer Financial Advisory Services
Illinois
$607K – – –
BFP
4218
Briaud Financial Planning
Texas
$606K -$92.5K -647 -12%
LL
4219
LPWM LLC
Minnesota
$605K -$29.9K -209 -4%
TWA
4220
Trellis Wealth Advisors
California
$604K +$665K +4,651 New
PCM
4221
Perkins Capital Management
Minnesota
$604K – – –
HF
4222
Halpern Financial
Virginia
$603K -$715 -5 -0.1%
PWA
4223
Pillar Wealth Advisors
Pennsylvania
$602K -$119K -832 -15%
LWP
4224
Laurel Wealth Planning
Minnesota
$601K -$21.4K -150 -3%
GCM
4225
Graham Capital Management
Connecticut
$601K -$455K -3,183 -41%
167 168
169
170 171