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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
5351
Berkeley Inc
Idaho
$662K -$623K -2,643 -50%
AFA
5352
Alpha Financial Advisors
North Carolina
$661K -$44.5K -189 -7%
SMAM
5353
Sugar Maple Asset Management
Wisconsin
$659K -$459K -1,947 -43%
CWM
5354
Consultiva Wealth Management
Puerto Rico
$657K +$602K +2,555 +3,650%
AAG
5355
Avalon Advisory Group
Pennsylvania
$657K – – –
PPW
5356
PACK Private Wealth
Minnesota
$654K – – –
MA
5357
MAS Advisors
Florida
$653K – – –
PWS
5358
Peloton Wealth Strategists
Indiana
$653K +$58.4K +248 +11%
BCM
5359
Beddow Capital Management
Wyoming
$651K – – –
PWA
5360
Principia Wealth Advisory
Texas
$648K +$610K +2,589 New
LEFP
5361
Leading Edge Financial Planning
Tennessee
$644K -$16K -68 -3%
EFG
5362
Erickson Financial Group
Pennsylvania
$643K – – –
BFS
5363
Beacon Financial Strategies
North Carolina
$640K -$7.07K -30 -1%
FAG
5364
Financial Architects (Georgia)
Georgia
$637K -$40.1K -170 -6%
SA
5365
Sunesis Advisors
Kansas
$636K +$108K +460 +22%
DIS
5366
Diversified Investment Strategies
Louisiana
$635K -$18.9K -80 -3%
LWP
5367
Laurel Wealth Planning
Minnesota
$629K -$39.6K -168 -6%
RHJA
5368
Rice Hall James & Associates
California
$629K – – –
WTG
5369
West Tower Group
Virginia
$626K +$471K +2,000 +400%
DMKJ
5370
David M. Knott Jr
$625K – – –
LI
5371
Louisbourg Investments
New Brunswick, Canada
$622K – – –
SC
5372
Shearwater Capital
Colorado
$617K -$8.25K -35 -1%
VF
5373
Vestment Financial
Minnesota
$616K +$597K +2,535 New
MCB
5374
Morton Community Bank
Illinois
$612K – – –
MIOT
5375
Massachusetts Institute of Technology
Massachusetts
$608K +$568K +2,410 New
213 214
215
216 217