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Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
4501
Weitzel Financial Services
Iowa
$345K +$63.3K +345 +21%
KC
4502
Kinloch Capital
Virginia
$343K +$1.1K +6 +0.3%
DJFS
4503
Dean Jacobson Financial Services
Texas
$342K +$19.8K +108 +6%
PFG
4504
Peterson Financial Group
Iowa
$339K +$3.67K +20 +1%
JRP
4505
Jasper Ridge Partners
California
$338K – – –
OKSA
4506
O'Keefe Stevens Advisory
New York
$338K +$183 +1 +0.1%
UFF
4507
USA Financial Formulas
Michigan
$337K +$358K +1,950 +12,188%
TCM
4508
Tran Capital Management
California
$335K – – –
ES
4509
ETF Store
Kansas
$325K -$132K -719 -28%
RCM
4510
Regency Capital Management
Hawaii
$324K +$151K +823 +77%
SH
4511
Svenska Handelsbanken
Sweden
$323K – – –
CWA
4512
Continuum Wealth Advisors
New York
$323K -$367 -2 -0.1%
LFGH
4513
Lee Financial Group Hawaii
Hawaii
$321K +$22.6K +123 +7%
FVCM
4514
F&V Capital Management
Florida
$321K – – –
DAL
4515
Delta Accumulation LLC
California
$321K +$367 +2 +0.1%
HWA
4516
Hillcrest Wealth Advisors
New Jersey
$318K -$6.24K -34 -2%
TFA
4517
Tranquilli Financial Advisor
New Jersey
$317K -$133K -724 -28%
FWSM
4518
First Wilshire Securities Management
California
$315K – – –
IIM
4519
Ironwood Investment Management
Massachusetts
$314K – – –
CPW
4520
Crestmont Private Wealth
Texas
$311K +$333K +1,818 New
ASW
4521
Astoria Strategic Wealth
Texas
$310K – – –
RC
4522
Randolph Company
Ohio
$308K +$4.22K +23 +1%
AA
4523
AF Advisors
California
$306K +$183 +1 +0.1%
BBW
4524
Blue Barn Wealth
Utah
$305K +$73.7K +402 +29%
VNB
4525
Virginia National Bank
Virginia
$305K – – –
179 180
181
182 183