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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
4251
Prism Advisors
California
$884K -$29.4K -169 -4%
NPPM
4252
North Point Portfolio Managers
Ohio
$883K – – –
PF
4253
Parker Financial
Washington
$881K +$9.41K +54 +1%
ACM
4254
Argyle Capital Management
Pennsylvania
$880K – – –
ACM
4255
Ashford Capital Management
Delaware
$879K -$30.7K -176 -4%
EL
4256
Envoi LLC
Minnesota
$870K – – –
BA
4257
Bellwether Advisors
Nebraska
$870K +$214K +1,228 +38%
RI
4258
Ridgewood Investments
New Jersey
$864K -$60.6K -348 -7%
AFS
4259
Axiom Financial Strategies
Indiana
$863K -$69.7K -400 -8%
HWM
4260
Horizons Wealth Management
North Carolina
$856K +$657K +3,768 +582%
ARS
4261
Adirondack Retirement Specialists
New York
$855K – – –
HA
4262
HFG Advisors
Ohio
$847K -$29.3K -168 -4%
RAG
4263
RIA Advisory Group
Iowa
$846K -$1.1M -6,328 -59%
TC
4264
Tacita Capital
Ontario, Canada
$843K – – –
LODC
4265
Lanham O'Dell & Company
West Virginia
$842K +$12.5K +72 +2%
LFG
4266
Leverty Financial Group
Wisconsin
$840K +$19.5K +112 +3%
AF
4267
AtlasMark Financial
Texas
$837K – – –
BWM
4268
Boyd Wealth Management
California
$837K +$174 +1 +0%
FA
4269
Financial Advantage
Maryland
$834K – – –
AFG
4270
Altiora Financial Group
Ohio
$833K -$34.9K -200 -4%
EA
4271
Evergreen Advisors
Tennessee
$830K +$349 +2 +0%
FCM
4272
Fairholme Capital Management
Florida
$826K – – –
SPWM
4273
Straight Path Wealth Management
Michigan
$821K +$38.3K +220 +5%
KGC
4274
Kennon-Green & Company
Ohio
$821K – – –
UWM
4275
USAdvisors Wealth Management
Minnesota
$818K -$98.5K -565 -12%
169 170
171
172 173