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Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
3601
Guidance Point Advisors
Massachusetts
$207K – – –
HBWM
3602
Hollow Brook Wealth Management
New York
$207K – – –
MAP
3603
Managed Asset Portfolios
Michigan
$207K – – –
MAP
3604
Milestone Advisory Partners
North Carolina
$207K – – –
SWM
3605
Sanctuary Wealth Management
Idaho
$207K – – –
FWM
3606
FSA Wealth Management
Massachusetts
$204K -$206K -1,300 -50%
SCM
3607
Stordahl Capital Management
Colorado
$204K – – –
CFG
3608
CKW Financial Group
Hawaii
$202K – – –
VCAM
3609
Van Cleef Asset Management
Ohio
$201K -$12.7K -80 -6%
AMIM
3610
Aull & Monroe Investment Management
Alabama
$201K – – –
ICM
3611
Intrepid Capital Management
Florida
$201K – – –
MWM
3612
MorganRosel Wealth Management
Colorado
$201K – – –
TA
3613
Townsend & Associates
Colorado
$201K – – –
OFS
3614
Oldfather Financial Services
Nebraska
$201K +$193K +1,220 New
BCM
3615
Bourgeon Capital Management
Connecticut
$192K +$22.2K +140 +13%
KI
3616
Kapitalo Investimentos
Brazil
$190K +$3.88M +24,500 New
VFIC
3617
Valley Forge Investment Consultants
Pennsylvania
$189K -$60.2K -380 -24%
HWM
3618
Holloway Wealth Management
Florida
$189K – – –
M1FG
3619
Mach-1 Financial Group
Arkansas
$182K -$393K -2,480 -68%
SC
3620
Sawyer & Company
Massachusetts
$179K – – –
LWA
3621
Lowe Wealth Advisors
Maryland
$158K – – –
SIMG
3622
Stephens Investment Management Group
Texas
$155K – – –
VRM
3623
Vectors Research Management
New York
$149K -$181K -1,140 -54%
RP
3624
Rowlandmiller & Partners
Georgia
$149K – – –
NOI
3625
Newton One Investments
Delaware
$145K – – –
143 144
145
146 147