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Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
4201
Millington Financial Advisors
Illinois
$231K +$202K +1,770 New
BTIM
4202
BancFirst Trust & Investment Management
Oklahoma
$231K +$206K +1,804 New
PP
4203
PFS Partners
New Jersey
$230K -$17.7K -155 -8%
SPW
4204
Surience Private Wealth
Washington
$229K +$201K +1,760 New
KLWA
4205
Kelly Lawrence W & Associates
California
$229K – – –
LJCM
4206
Lee Johnson Capital Management
Texas
$226K -$200K -1,749 -50%
FEG
4207
Financial Enhancement Group
Indiana
$225K -$6.85K -60 -3%
RIM
4208
RW Investment Management
Idaho
$225K +$197K +1,728 New
GAM
4209
Gould Asset Management
California
$224K +$196K +1,720 New
HI
4210
Harper Investing
California
$224K -$159K -1,392 -45%
KS
4211
Karpas Strategies
Connecticut
$224K +$196K +1,715 New
WFA
4212
Websterrogers Financial Advisors
South Carolina
$223K +$196K +1,714 New
DP
4213
Divergent Planning
Maryland
$223K +$196K +1,713 New
SGC
4214
Slocum, Gordon & Co
Rhode Island
$223K +$113K +991 +138%
GAMC
4215
Garner Asset Management Corp
Texas
$223K +$196K +1,712 New
QL
4216
Quarry LP
New York
$223K +$195K +1,709 New
HWM
4217
Horizons Wealth Management
North Carolina
$221K +$101K +883 +109%
EWM
4218
Endowment Wealth Management
Wisconsin
$219K +$192K +1,682 New
KAM
4219
KEB Asset Management
Illinois
$219K +$192K +1,679 New
SFS
4220
Security Financial Services
Indiana
$219K +$192K +1,679 New
BWM
4221
Brickley Wealth Management
California
$218K +$191K +1,676 New
LCM
4222
Lewis Capital Management
California
$218K +$191K +1,675 New
CWM
4223
ClientFirst Wealth Management
Arkansas
$218K +$185K +1,620 New
VFIC
4224
Valley Forge Investment Consultants
Pennsylvania
$216K +$11.4K +100 +6%
EHAM
4225
Eagle Harbor Asset Management
Washington
$216K +$189K +1,657 New
167 168
169
170 171