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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
4201
Conestoga Capital Advisors
Pennsylvania
$978K -$18.3K -100 -2%
DFC
4202
DBK Financial Counsel
Ohio
$977K +$637K +3,476 +156%
NLG
4203
New Legacy Group
New York
$976K – – –
TC
4204
Tacita Capital
Ontario, Canada
$975K +$248K +1,350 +31%
BFP
4205
Briaud Financial Planning
Texas
$972K – – –
AI
4206
Arrien Investments
Idaho
$969K -$66.9K -365 -6%
CCM
4207
Cullen Capital Management
New York
$966K – – –
FPW
4208
Flagship Private Wealth
Massachusetts
$961K +$367 +2 +0%
SA
4209
SRN Advisors
Pennsylvania
$956K +$19.1K +104 +2%
SWM
4210
Solano Wealth Management
California
$955K +$557K +3,038 +120%
LWA
4211
LWS Wealth Advisors
New Jersey
$954K +$30.1K +164 +3%
SC
4212
Schiavi & Co
Delaware
$953K – – –
SHIM
4213
Stone House Investment Management
Pennsylvania
$948K -$41.1K -224 -4%
NCG
4214
Newport Capital Group
New Jersey
$946K -$610K -3,326 -38%
AWA
4215
Aquire Wealth Advisors
Utah
$945K +$2.57K +14 +0.3%
TCFP
4216
Treasure Coast Financial Planning
Florida
$944K +$10.1K +55 +1%
TWP
4217
Total Wealth Planning
Ohio
$943K +$66K +360 +7%
RH
4218
RFG Holdings
Texas
$943K +$268K +1,463 +36%
WAM
4219
Warberg Asset Management
Illinois
$942K +$1.01M +5,500 New
TLFA
4220
True Link Financial Advisors
California
$941K +$76.3K +416 +8%
PWP
4221
Phillips Wealth Planners
Mississippi
$939K +$20.5K +112 +2%
SHJ
4222
Sharkey, Howes & Javer
Colorado
$939K +$1.1K +6 +0.1%
AMR
4223
Asset Management Resources
Massachusetts
$938K -$2.75K -15 -0.3%
VST
4224
Van Strum & Towne
California
$933K -$284K -1,550 -22%
AIA
4225
Armor Investment Advisors
North Carolina
$933K +$403K +2,198 +68%
167 168
169
170 171