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Name Holding Trade Value Shares
Change 		Change in
Stake
VF
4301
VitalStone Financial
Texas
$778K +$77.4K +422 +11%
WRM
4302
Weybosset Research & Management
Rhode Island
$777K -$185K -1,011 -18%
ACM
4303
Argyle Capital Management
Pennsylvania
$777K – – –
ACM
4304
Ashford Capital Management
Delaware
$776K – – –
DP
4305
Denver PWM
Colorado
$771K +$75.9K +414 +10%
RI
4306
Ridgewood Investments
New Jersey
$762K -$367 -2 -0%
AFS
4307
Axiom Financial Strategies
Indiana
$753K -$9.54K -52 -1%
EA
4308
Evergreen Advisors
Tennessee
$749K +$17.6K +96 +2%
NRA
4309
NSI Retail Advisors
Pennsylvania
$748K -$193K -1,050 -19%
AFG
4310
Altiora Financial Group
Ohio
$747K +$12.5K +68 +2%
LFG
4311
Leverty Financial Group
Wisconsin
$741K – – –
S
4312
ShariaPortfolio
Florida
$740K +$793K +4,324 New
BWM
4313
Boyd Wealth Management
California
$739K +$183 +1 +0%
ARS
4314
Adirondack Retirement Specialists
New York
$736K -$20.2K -110 -2%
TFA
4315
TPG Financial Advisors
Oregon
$736K +$443K +2,413 +128%
LODC
4316
Lanham O'Dell & Company
West Virginia
$731K -$13K -71 -2%
KGC
4317
Kennon-Green & Company
Ohio
$724K – – –
AIA
4318
Acute Investment Advisory
Arizona
$722K +$53.2K +290 +7%
HPA
4319
High Probability Advisors
New York
$719K +$183 +1 +0%
RA
4320
Regis Acquisition
Colorado
$718K -$257K -1,403 -25%
KWILP
4321
Kiwi Wealth Investments Limited Partnership
New Zealand
$718K -$99.1M -540,327 -99%
HWM
4322
Horizons Wealth Management
North Carolina
$714K -$44.4K -242 -5%
MC
4323
Merlin Capital
Rhode Island
$713K -$6.05K -33 -0.8%
FWM
4324
FFT Wealth Management
Pennsylvania
$712K – – –
JCM
4325
J2 Capital Management
Michigan
$712K +$734 +4 +0.1%
171 172
173
174 175