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Name Holding Trade Value Shares
Change 		Change in
Stake
JRP
4226
Jasper Ridge Partners
California
$273K – – –
UA
4227
Unison Advisors
District of Columbia
$271K – – –
FFG
4228
Fullen Financial Group
Ohio
$269K +$276K +1,756 New
TCM
4229
Teza Capital Management
Illinois
$268K -$3.27M -20,838 -91%
MPCL
4230
My Personal CFO LLC
Washington
$264K -$3.7M -23,543 -92%
HHGC
4231
Hunting Hill Global Capital
New York
$259K +$294K +1,871 New
DAL
4232
Delta Accumulation LLC
California
$258K +$314 +2 +0.1%
AAG
4233
Avalon Advisory Group
Pennsylvania
$256K +$628 +4 +0.2%
BWS
4234
BCR Wealth Strategies
Alabama
$255K +$239K +1,522 +476%
IIM
4235
Ironwood Investment Management
Massachusetts
$254K – – –
AA
4236
AF Advisors
California
$253K – – –
PCIG
4237
Partners Capital Investment Group
Massachusetts
$253K – – –
OKSA
4238
O'Keefe Stevens Advisory
New York
$253K +$10K +64 +4%
VAM
4239
Verity Asset Management
North Carolina
$250K +$284K +1,812 New
WG
4240
Winton Group
United Kingdom
$249K -$546K -3,481 -66%
SFG
4241
Sage Financial Group
Pennsylvania
$248K -$38.3K -244 -12%
PS
4242
Portfolio Solutions
Michigan
$248K +$3.77K +24 +1%
RC
4243
Randolph Company
Ohio
$245K – – –
SPWM
4244
Straight Path Wealth Management
Michigan
$245K +$42.4K +270 +18%
DJFS
4245
Dean Jacobson Financial Services
Texas
$244K – – –
ETS
4246
ESL Trust Services
New York
$240K – – –
GCIA
4247
Gabelli & Co Investment Advisers
New York
$240K – – –
PCM
4248
Pinnbrook Capital Management
New York
$237K +$269K +1,717 New
DRS
4249
Deane Retirement Strategies
Louisiana
$235K – – –
TWM
4250
Tanglewood Wealth Management
Texas
$235K – – –
168 169
170
171 172