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Name Holding Trade Value Shares
Change 		Change in
Stake
NHFG
5426
New Harbor Financial Group
Massachusetts
$514K -$4.71K -20 -1%
EF
5427
Envision Financial
Wisconsin
$512K +$481K +2,043 New
TF
5428
Theory Financial
Colorado
$509K +$236K +1,000 +97%
SFM
5429
Stack Financial Management
Montana
$506K -$18.9K -80 -4%
MFG
5430
Marmo Financial Group
Tennessee
$505K +$9.66K +41 +2%
DJFS
5431
Dean Jacobson Financial Services
Texas
$504K +$13.2K +56 +3%
IVP
5432
Intrinsic Value Partners
Arizona
$504K – – –
KSWA
5433
Kathleen S. Wright Associates
Pennsylvania
$501K +$47.1K +200 +11%
BTIM
5434
BancFirst Trust & Investment Management
Oklahoma
$500K – – –
CWP
5435
Corepath Wealth Partners
Arizona
$500K -$113K -478 -18%
IA
5436
IFS Advisors
Kansas
$500K +$53.3K +226 +13%
SA
5437
swisspartners Advisors
Switzerland
$497K – – –
IMC
5438
Investment Management Corporation
Virginia
$496K +$467K +1,982 New
FIG
5439
FSA Investment Group
Florida
$495K +$500K +2,123 New
TCPW
5440
Twin City Private Wealth
North Carolina
$494K +$229K +970 +97%
AFC
5441
Adaptive Financial Consulting
Ohio
$493K -$35.4K -150 -7%
CRFG
5442
Columbia River Financial Group
Washington
$492K +$464K +1,968 New
AA
5443
ArborFi Advisors
Michigan
$492K +$463K +1,963 New
BAM
5444
Beaumont Asset Management
Texas
$491K -$7.07K -30 -2%
CWI
5445
Conscious Wealth Investments
Florida
$489K +$1.89K +8 +0.4%
SHF
5446
Stage Harbor Financial
Massachusetts
$485K -$60.8K -258 -12%
KV
5447
Kickstand Ventures
New York
$484K -$44.1K -187 -9%
ITB
5448
Idaho Trust Bank
Idaho
$484K -$188K -799 -29%
ATC
5449
Advantage Trust Company
Kansas
$465K -$58.9K -250 -12%
GFM
5450
GEN Financial Management
Minnesota
$462K +$435K +1,847 New
216 217
218
219 220