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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
4401
Syntax Advisors
New York
$525K -$125K -720 -21%
VCG
4402
Vantage Consulting Group
Virginia
$525K -$125K -720 -21%
PPW
4403
PACK Private Wealth
Minnesota
$525K – – –
SPA
4404
Sherbrooke Park Advisers
New York
$524K +$470K +2,700 New
CJFS
4405
Coulter & Justus Financial Services
Tennessee
$515K +$349 +2 +0.1%
WAM
4406
Wakefield Asset Management
Colorado
$510K – – –
IFPL
4407
Investments & Financial Planning LLC
Kentucky
$508K +$1.05K +6 +0.2%
AWMNH
4408
Arcadia Wealth Management (New Hampshire)
New Hampshire
$506K +$13.4K +77 +3%
TFA
4409
Tranquilli Financial Advisor
New Jersey
$500K +$26.5K +152 +6%
NHFG
4410
New Harbor Financial Group
Massachusetts
$500K -$244K -1,398 -35%
ES
4411
ETF Store
Kansas
$497K +$3.48K +20 +0.8%
WFS
4412
Walker Financial Services
Kentucky
$497K +$59.8K +343 +15%
WS
4413
Wela Strategies
Georgia
$496K -$18.3K -105 -4%
SI
4414
Shaker Investments
Ohio
$495K -$61K -350 -12%
AFC
4415
Adaptive Financial Consulting
Ohio
$493K – – –
SWM
4416
Solano Wealth Management
California
$492K – – –
RVM
4417
Robinson Value Management
Texas
$490K +$441K +2,528 New
ECG
4418
EPIQ Capital Group
California
$488K +$523 +3 +0.1%
LWIC
4419
Leith Wheeler Investment Counsel
British Columbia, Canada
$486K -$28.6K -164 -6%
JWM
4420
JFG Wealth Management
Colorado
$486K +$65.2K +374 +18%
DMKJ
4421
David M. Knott Jr
$484K – – –
MI
4422
Moneywise Inc
Virginia
$482K -$1.05K -6 -0.2%
NICM
4423
Neo Ivy Capital Management
New York
$481K +$432K +2,481 New
EFG
4424
Erickson Financial Group
Pennsylvania
$481K +$2.61K +15 +0.6%
NOCM
4425
Night Owl Capital Management
Connecticut
$480K -$231K -1,324 -35%
175 176
177
178 179