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Name Holding Trade Value Shares
Change 		Change in
Stake
ITB
5251
Idaho Trust Bank
Idaho
$1.43M +$16.6K +62 +1%
BPW
5252
BLVD Private Wealth
Kentucky
$1.43M -$40K -149 -3%
SFP
5253
SwitchPoint Financial Planning
Utah
$1.43M -$90.7K -338 -6%
OCM
5254
Osbon Capital Management
Massachusetts
$1.42M +$1.41M +5,241 New
AWA
5255
Argo Wealth Advisory
Virginia
$1.42M +$1.41M +5,238 New
JF
5256
Joule Financial
Kentucky
$1.42M +$34.9K +130 +3%
SAM
5257
SVRN Asset Management
Texas
$1.42M +$1.4M +5,208 New
FJWM
5258
Ferguson Johnson Wealth Management
Maryland
$1.41M +$1.39M +5,190 New
FWMP
5259
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.4M -$96.4K -359 -7%
DF
5260
Daviman Financial
Indiana
$1.4M +$1.38M +5,148 New
TBFA
5261
Three Bearings Fiduciary Advisors
New Hampshire
$1.4M +$1.45M +5,389 New
IPA
5262
Investment Planning Advisors
Georgia
$1.4M +$107K +398 +8%
CAG
5263
Carroll Advisory Group
Texas
$1.4M +$1.38M +5,133 New
HHWM
5264
Hiley Hunt Wealth Management
Nebraska
$1.39M +$1.07K +4 +0.1%
GCC
5265
Game Creek Capital
Massachusetts
$1.39M – – –
MRI
5266
Mad River Investors
Massachusetts
$1.39M +$26.8K +100 +2%
VBA
5267
von Borstel & Associates
Oregon
$1.38M -$9.79M -36,457 -88%
PAM
5268
Prodigy Asset Management
Nebraska
$1.38M – – –
JFG
5269
JMG Financial Group
Illinois
$1.38M +$268 +1 +0%
KDA
5270
Kraft Davis & Associates
Missouri
$1.37M -$30.3K -113 -2%
HFAS
5271
Hummer Financial Advisory Services
Illinois
$1.37M -$14.8K -55 -1%
OKSA
5272
O'Keefe Stevens Advisory
New York
$1.37M – – –
MIAS
5273
Mason Investment Advisory Services
Virginia
$1.37M -$323K -1,205 -19%
SAS
5274
Spurstone Advisory Services
Connecticut
$1.37M -$55.8K -208 -4%
AAMG
5275
AMG Asset Management Group
Georgia
$1.37M +$1.35M +5,021 New
209 210
211
212 213