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Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
3601
Alpha Financial Partners
Kentucky
$421K +$495K +5,012 New
BFAG
3602
Blackston Financial Advisory Group
Florida
$421K -$8.59K -87 -2%
FNBTCON
3603
First National Bank & Trust Co of Newtown
Pennsylvania
$421K – – –
3F
3604
360 Financial
Minnesota
$420K – – –
MF
3605
Meridian Financial
Massachusetts
$420K +$13.8K +140 +3%
LOIP
3606
Live Oak Investment Partners
Texas
$420K – – –
CWM
3607
Cahill Wealth Management
Michigan
$418K -$151K -1,531 -27%
PC
3608
Port Capital
Illinois
$418K -$110K -1,117 -18%
BRA
3609
Biechele Royce Advisors
Indiana
$418K +$73.5K +744 +18%
DCM
3610
Driehaus Capital Management
Illinois
$418K +$12.2K +124 +3%
DC
3611
Defender Capital
North Carolina
$417K -$29.6K -300 -6%
4WM
3612
44 Wealth Management
Oregon
$416K -$54.9K -556 -10%
RFA
3613
Register Financial Advisors
Georgia
$416K +$489K +4,954 New
PVAMC
3614
PPS&V Asset Management Consultants
Michigan
$416K +$489K +4,950 New
PFG
3615
PAX Financial Group
Texas
$416K -$11.9K -120 -2%
BA
3616
Ballew Advisors
Mississippi
$414K -$4.15K -42 -1%
LGA
3617
Lebenthal Global Advisors
New York
$413K -$558K -5,652 -53%
CA
3618
Cambridge Advisors
Nebraska
$412K -$72.1K -730 -13%
MFS
3619
Madrona Financial Services
Washington
$412K +$13.1K +133 +3%
SFWC
3620
Strategic Family Wealth Counselors
New Jersey
$412K -$15.2K -154 -3%
WFA
3621
Wade Financial Advisory
California
$409K – – –
FCMT
3622
Founders Capital Management (Texas)
Texas
$409K -$297K -3,010 -38%
FIBT
3623
First International Bank & Trust
North Dakota
$407K -$83K -840 -15%
VC
3624
Veery Capital
Delaware
$407K -$78.4K -794 -14%
ACM
3625
Antonetti Capital Management
Florida
$406K +$209K +2,119 +78%
143 144
145
146 147