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Name Holding Trade Value Shares
Change 		Change in
Stake
VF
4501
Vista Finance
Missouri
$967K +$64.2K +353 +7%
CP
4502
Coho Partners
Pennsylvania
$963K -$273K -1,500 -21%
FPW
4503
Flagship Private Wealth
Massachusetts
$963K +$545 +3 +0.1%
GC
4504
Guidance Capital
Kentucky
$961K +$7.27K +40 +0.7%
SRCM
4505
Signature Resources Capital Management
California
$957K – – –
TVM
4506
True Vision MN
Minnesota
$954K +$622K +3,423 +155%
NP
4507
Ninepoint Partners
Ontario, Canada
$948K -$4.36K -24 -0.4%
TC
4508
Tacita Capital
Ontario, Canada
$943K +$14.5K +80 +1%
KFP
4509
Keener Financial Planning
Texas
$943K +$85.3K +469 +9%
EA
4510
Evolution Advisers
Virginia
$942K – – –
BFS
4511
Bare Financial Services
Pennsylvania
$941K +$24.7K +136 +3%
HFAS
4512
Hummer Financial Advisory Services
Illinois
$941K +$21.8K +120 +2%
VF
4513
VitalStone Financial
Texas
$941K +$155K +851 +18%
DW
4514
Durante & Waters
New York
$939K -$4.36K -24 -0.4%
AR
4515
Advisory Research
Illinois
$937K -$9.42M -51,795 -90%
BFP
4516
Briaud Financial Planning
Texas
$936K +$992K +5,457 New
CNBT
4517
Cornerstone National Bank & Trust
Illinois
$932K +$419K +2,306 +74%
RTL
4518
Red Tortoise LLC
Georgia
$931K +$14.4K +79 +1%
AWA
4519
Aquire Wealth Advisors
Utah
$928K -$19.6K -108 -2%
RFS
4520
Retirement Financial Solutions
Tennessee
$928K -$224K -1,233 -19%
AC
4521
AWM Capital
Arizona
$927K -$611K -3,360 -38%
CPC
4522
Cookson Peirce & Co
Pennsylvania
$927K -$560K -3,082 -36%
FFIC
4523
First Fiduciary Investment Counsel
Ohio
$927K – – –
JFG
4524
JMG Financial Group
Illinois
$927K -$44.5K -245 -4%
CAAM
4525
Cornerstone Advisors Asset Management
Pennsylvania
$927K -$173K -954 -15%
179 180
181
182 183