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Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
3651
Guidance Point Advisors
Massachusetts
$230K – – –
HBWM
3652
Hollow Brook Wealth Management
New York
$230K – – –
MAP
3653
Milestone Advisory Partners
North Carolina
$230K – – –
JWS
3654
Juncture Wealth Strategies
Arizona
$229K +$229K +1,380 New
IWP
3655
IAG Wealth Partners
Wisconsin
$228K -$3.32K -20 -1%
MGIM
3656
M&G Investment Management
United Kingdom
$228K +$211M +1,271,620 +2,460%
FWM
3657
FSA Wealth Management
Massachusetts
$227K – – –
WIC
3658
Wilkins Investment Counsel
Massachusetts
$227K +$219K +1,320 New
RCA
3659
Reitz Capital Advisors
Michigan
$224K -$83.1K -500 -28%
SCA
3660
Stokes Capital Advisors
South Carolina
$224K -$49.9K -300 -19%
AMIM
3661
Aull & Monroe Investment Management
Alabama
$224K – – –
ICM
3662
Intrepid Capital Management
Florida
$224K – – –
VCAM
3663
Van Cleef Asset Management
Ohio
$224K – – –
HFBOT
3664
Home Federal Bank of Tennessee
Tennessee
$224K +$216K +1,300 New
SFS
3665
Solitude Financial Services
Virginia
$224K +$216K +1,300 New
GC
3666
Gibson Capital
Pennsylvania
$223K +$216K +1,300 New
SC
3667
Sawyer & Company
Massachusetts
$220K +$19.9K +120 +10%
CIM
3668
Confluence Investment Management
Missouri
$220K +$213K +1,280 New
IAMOG
3669
Investors Asset Management of Georgia
Georgia
$220K +$213K +1,280 New
KIG
3670
Kessler Investment Group
Indiana
$220K +$213K +1,280 New
LCWP
3671
Legacy Capital Wealth Partners
Arkansas
$220K +$213K +1,280 New
MFM
3672
Mirsky Financial Management
New York
$220K +$213K +1,280 New
IDA
3673
Intelligence Driven Advisers
California
$217K -$106K -640 -34%
CFG
3674
CMC Financial Group
Georgia
$217K +$209K +1,260 New
LC
3675
Lunia Capital
Texas
$217K +$209K +1,260 New
145 146
147
148 149