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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
4401
Arkansas Financial Group
Arkansas
$342K -$67.6K -473 -15%
AWMNH
4402
Arcadia Wealth Management (New Hampshire)
New Hampshire
$340K +$374K +2,619 New
AFC
4403
Adaptive Financial Consulting
Ohio
$339K +$9.72K +68 +3%
PWS
4404
Peloton Wealth Strategists
Indiana
$330K – – –
TLFA
4405
True Link Financial Advisors
California
$328K -$15.6K -109 -4%
TS
4406
Twin Securities
New York
$325K +$357K +2,500 New
DMKJ
4407
David M. Knott Jr
$324K – – –
SWA
4408
ShankerValleau Wealth Advisors
Illinois
$321K – – –
DACG
4409
Donor Advised Charitable Giving
California
$321K +$353K +2,470 New
EFG
4410
Erickson Financial Group
Pennsylvania
$320K – – –
FAM
4411
Frontier Asset Management
Wyoming
$318K +$350K +2,449 New
SAM
4412
Sequent Asset Management
Texas
$316K +$715 +5 +0.2%
TFA
4413
Tranquilli Financial Advisor
New Jersey
$315K – – –
LAS
4414
Lloyd Advisory Services
Georgia
$315K +$28.7K +201 +9%
SI
4415
Sprott Inc
Ontario, Canada
$311K -$7.15K -50 -2%
Q
4416
QVR
California
$307K -$22.8M -159,855 -99%
MI
4417
Moneywise Inc
Virginia
$307K +$429 +3 +0.1%
ACM
4418
Alethea Capital Management
Washington
$305K -$7.15K -50 -2%
HNWA
4419
Henrickson Nauta Wealth Advisors
Michigan
$303K +$4.86K +34 +1%
CCM
4420
Coerente Capital Management
Ontario, Canada
$302K – – –
VWA
4421
VERITY Wealth Advisors
United States
$301K – – –
JWM
4422
JFG Wealth Management
Colorado
$299K – – –
CM
4423
Cornerstone Management
Georgia
$299K +$95.6K +669 +41%
E
4424
Ergoteles
New York
$297K -$656K -4,589 -67%
MWA
4425
Martel Wealth Advisors
Washington
$297K – – –
175 176
177
178 179