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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
5276
Cravens & Co Advisors
Tennessee
$590K -$131K -564 -18%
SIA
5277
Stegner Investment Associates
Kentucky
$589K – – –
BI
5278
Berkeley Inc
Idaho
$587K – – –
AAG
5279
Avalon Advisory Group
Pennsylvania
$582K – – –
MA
5280
MAS Advisors
Florida
$580K +$927 +4 +0.2%
PPW
5281
PACK Private Wealth
Minnesota
$580K – – –
SGI
5282
Swan Global Investments
Colorado
$580K +$193K +833 +47%
PWS
5283
Peloton Wealth Strategists
Indiana
$579K – – –
HC
5284
Hoese & Co
Minnesota
$578K -$202K -870 -25%
KWM
5285
KMT Wealth Management
California
$577K +$224K +966 +59%
EFG
5286
Erickson Financial Group
Pennsylvania
$570K – – –
RWM
5287
Rolek Wealth Management
Pennsylvania
$570K +$32K +138 +5%
RW
5288
Ridgeline Wealth
Arizona
$568K -$91.3K -394 -13%
CWM
5289
Capital Wealth Management
Rhode Island
$567K -$52.1K -225 -8%
BCM
5290
Beddow Capital Management
Wyoming
$566K -$11.6K -50 -2%
VF
5291
Vestment Financial
Minnesota
$565K +$232 +1 +0%
DIS
5292
Diversified Investment Strategies
Louisiana
$563K – – –
SA
5293
Sunesis Advisors
Kansas
$559K -$5.79K -25 -1%
LWP
5294
Laurel Wealth Planning
Minnesota
$558K – – –
PPWM
5295
Perissos Private Wealth Management
Oklahoma
$558K -$2.41M -10,417 -81%
PAM
5296
PVG Asset Management
Colorado
$557K -$41.5K -179 -7%
GCM
5297
Graham Capital Management
Connecticut
$555K -$1.91M -8,243 -77%
WRM
5298
Weybosset Research & Management
Rhode Island
$555K -$253K -1,090 -30%
RI
5299
Ridgewood Investments
New Jersey
$555K -$314K -1,354 -35%
DMKJ
5300
David M. Knott Jr
$554K – – –
210 211
212
213 214