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Name Holding Trade Value Shares
Change 		Change in
Stake
YCG
4226
Yeomans Consulting Group
Georgia
$489K +$451K +3,217 New
LIA
4227
LifePlan Investment Advisors
North Carolina
$489K +$45.1K +322 +11%
W
4228
WorthPointe
California
$489K -$136K -970 -23%
IWM
4229
Iams Wealth Management
Nebraska
$488K +$182K +1,297 +68%
SDWMA
4230
Schneider Downs Wealth Management Advisors
Pennsylvania
$488K -$33.6K -240 -7%
CS
4231
Crescent Sterling
Louisiana
$486K +$47K +335 +12%
JCIA
4232
Jackson Creek Investment Advisors
Colorado
$486K – – –
TWG
4233
The Wealth Group
Minnesota
$485K +$402K +2,868 New
WCP
4234
Wick Capital Partners
Pennsylvania
$485K -$32.2K -230 -7%
AIA
4235
Armor Investment Advisors
North Carolina
$483K +$10.5K +75 +2%
CSC
4236
Caldwell Sutter Capital
California
$482K +$104K +739 +30%
WCM
4237
Windsor Capital Management
Arizona
$481K -$13.2K -94 -3%
CCIA
4238
Campbell & Co Investment Adviser
Maryland
$480K -$548K -3,909 -55%
HC
4239
Hoese & Co
Minnesota
$479K -$8.41K -60 -2%
HI
4240
Human Investing
Oregon
$479K +$30K +214 +7%
SWMG
4241
Sard Wealth Management Group
Georgia
$478K +$441K +3,147 New
WAG
4242
Wheelhouse Advisory Group
Missouri
$478K +$441K +3,147 New
EAM
4243
Empirical Asset Management
Massachusetts
$478K +$29.4K +210 +7%
IVP
4244
Intrinsic Value Partners
Arizona
$477K -$140K -1,000 -24%
PWM
4245
Praetorian Wealth Management
California
$475K +$439K +3,129 New
SW
4246
SMART Wealth
Nebraska
$475K +$112K +801 +34%
FA
4247
Financial Alternatives
California
$474K – – –
PA
4248
Parkside Advisors
California
$474K +$19.6K +140 +5%
FA
4249
FSA Advisors
Michigan
$473K +$437K +3,116 New
CCM
4250
Chiron Capital Management
Florida
$470K -$154K -1,100 -26%
168 169
170
171 172