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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
4151
Goodwin Investment Advisory
Georgia
$86K +$20.5K +120 +30%
YAL
4152
Your Advocates Ltd
Texas
$83K +$13.7K +80 +19%
KFA
4153
Krane Funds Advisors
New York
$77K -$51.3K -300 -39%
SC
4154
Schubert & Co
Texas
$77K +$78.7K +460 New
IFA
4155
Interactive Financial Advisors
Illinois
$70K -$866K -5,060 -92%
JMF
4156
Johnson Midwest Financial
Iowa
$70K – – –
RIA
4157
Richwood Investment Advisors
Ohio
$70K +$71.9K +420 New
MCA
4158
Maryland Capital Advisors
Maryland
$67K +$68.5K +400 New
EC
4159
Estate Counselors
Wisconsin
$66K – – –
HVM
4160
Harvest Volatility Management
Connecticut
$62.2K -$52.5M -306,880 -100%
BFG
4161
Baron Financial Group
New Jersey
$60K – – –
BC
4162
Barnett & Company
Tennessee
$60K +$17.1K +100 +38%
RWA
4163
RGT Wealth Advisors
Texas
$60K +$61.6K +360 New
SA
4164
SRH Advisors
Kansas
$57K -$3.42K -20 -6%
DRS
4165
Deane Retirement Strategies
Louisiana
$57K – – –
SFS
4166
Security Financial Services
Indiana
$57K +$58.2K +340 New
WFA
4167
West Financial Advisors
Iowa
$53K – – –
SJIA
4168
St. James Investment Advisors
New York
$53K +$54.8K +320 New
DCM
4169
Disciplina Capital Management
Tennessee
$50K +$10.3K +60 +25%
MBFW
4170
Morton Brown Family Wealth
Pennsylvania
$50K +$51.3K +300 New
WFA
4171
Wells Financial Advisors
Massachusetts
$47K -$342K -2,000 -88%
WAC
4172
William Allan Corp
Colorado
$47K +$47.9K +280 New
MWC
4173
MBM Wealth Consultants
Missouri
$37K +$13.7K +80 +57%
BWS
4174
BCR Wealth Strategies
Alabama
$37K +$37.7K +220 New
LFG
4175
Leverty Financial Group
Wisconsin
$36K +$37.7K +220 New
165 166
167
168 169