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Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
4476
Highland Financial Advisors
New Jersey
$1.02M +$50.9K +280 +5%
UWS
4477
Unique Wealth Strategies
Illinois
$1.02M -$620K -3,409 -37%
LFS
4478
Lutz Financial Services
Nebraska
$1.01M +$20.5K +113 +2%
SJGA
4479
Stephen J. Garry & Associates
New York
$1.01M +$909 +5 +0.1%
TWM
4480
Trinity Wealth Management
Pennsylvania
$1.01M -$29.1K -160 -3%
EL
4481
Envoi LLC
Minnesota
$1.01M +$1.07M +5,869 New
BIG
4482
Bush Investment Group
Georgia
$1M +$1.06M +5,846 New
SHJ
4483
Sharkey, Howes & Javer
Colorado
$1M +$99.8K +549 +10%
CAM
4484
Cobblestone Asset Management
Virginia
$1M – – –
VWWMG
4485
Vermillion & White Wealth Management Group
Pennsylvania
$999K -$3.27K -18 -0.3%
PA
4486
Pineridge Advisors
Missouri
$999K -$872K -4,795 -45%
DSCM
4487
Del-Sette Capital Management
New York
$997K -$24.9K -137 -2%
GSCM
4488
Greenfield Seitz Capital Management
Texas
$996K -$54.5K -300 -5%
ACM
4489
Adalta Capital Management
New York
$993K -$323K -1,775 -23%
FIBT
4490
First International Bank & Trust
North Dakota
$993K -$10.7K -59 -1%
CCA
4491
Covey Capital Advisors
Georgia
$991K – – –
SOAG
4492
Silver Oak Advisory Group
Oregon
$989K -$545 -3 -0.1%
PCI
4493
Pacifica Capital Investments
Texas
$988K -$455K -2,500 -30%
ACA
4494
Ackerman Capital Advisors
Texas
$986K -$46.9K -258 -4%
DFC
4495
DBK Financial Counsel
Ohio
$983K +$4.36K +24 +0.4%
CFG
4496
CMC Financial Group
Georgia
$981K -$30.5K -168 -3%
KOMWMG
4497
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$976K -$13.5K -74 -1%
SPW
4498
Sonoma Private Wealth
California
$976K -$205K -1,125 -17%
BAMG
4499
Brand Asset Management Group
Missouri
$975K -$213K -1,170 -17%
GIM
4500
Gold Investment Management
Alberta, Canada
$968K +$8.91K +49 +0.9%
178 179
180
181 182