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Name Holding Trade Value Shares
Change 		Change in
Stake
WSWA
3526
Warren Street Wealth Advisors
California
$466K -$81.9K -829 -13%
CCG
3527
Chatham Capital Group
Georgia
$465K -$23.7K -240 -4%
IIA
3528
Integral Investment Advisors
California
$465K +$19.3K +195 +4%
OAJ
3529
Ogorek Anthony Joseph
New York
$464K -$7.9K -80 -1%
TFA
3530
Tranquilli Financial Advisor
New Jersey
$464K +$54.4K +551 +11%
TA
3531
TrueWealth Advisors
Alabama
$464K +$47.4K +480 +10%
BFG
3532
Barber Financial Group
Kansas
$463K -$74.6K -755 -12%
IF
3533
Integrity Financial
Wyoming
$462K +$11.3K +114 +2%
AAMC
3534
Asset Allocation & Management Company
Illinois
$461K +$196K +1,987 +57%
MPPLM
3535
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$460K -$80.7K -817 -13%
WC
3536
Weil Company
California
$460K -$55K -557 -9%
CFP
3537
Curran Financial Partners
South Carolina
$459K -$21.9K -222 -4%
JF
3538
Joule Financial
Kentucky
$459K -$37.9K -384 -7%
TFA
3539
Triad Financial Advisors
North Carolina
$459K +$93.1K +942 +21%
KL
3540
KilterHowling LLC
Colorado
$457K -$3.56K -36 -0.7%
MFG
3541
Mendota Financial Group
Wisconsin
$455K +$535K +5,421 New
SSW
3542
Smith Shellnut Wilson
Mississippi
$455K -$101K -1,020 -16%
PWA
3543
PCG Wealth Advisors
Kansas
$454K -$540K -5,471 -50%
IVP
3544
Intrinsic Value Partners
Arizona
$454K – – –
NC
3545
NovaPoint Capital
Georgia
$454K -$89.3K -904 -14%
PFA
3546
Pathway Financial Advisers
Indiana
$453K +$533K +5,399 New
PSC
3547
Prentiss Smith & Co
Vermont
$452K – – –
NMG
3548
New Millennium Group
Utah
$451K -$96.7K -979 -15%
IA
3549
Integrity Advisory
Kansas
$451K +$25.5K +258 +5%
CI
3550
Cavalier Investments
Georgia
$447K -$33.2K -336 -6%
140 141
142
143 144