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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
5001
Elios Financial Group
Ohio
$419K +$13.2K +61 +3%
CFG
5002
Clayton Financial Group
Missouri
$418K +$4.56K +21 +1%
TVM
5003
True Vision MN
Minnesota
$418K -$13.2K -61 -3%
PWM
5004
PMG Wealth Management
Illinois
$417K -$26K -120 -5%
CAM
5005
Campion Asset Management
Virginia
$417K +$9.77K +45 +2%
IDBONY
5006
Israel Discount Bank of New York
New York
$416K -$238K -1,099 -33%
DI
5007
Disciplined Investments
Oklahoma
$413K +$184K +849 +64%
SCM
5008
Sollinda Capital Management
Florida
$413K +$6.51K +30 +1%
WFM
5009
Wolff Financial Management
Michigan
$413K +$154K +711 +49%
AWM
5010
Allen Wealth Management
North Carolina
$412K -$5.42K -25 -1%
CCM
5011
Crew Capital Management
Ohio
$412K +$33K +152 +8%
GWA
5012
Genesis Wealth Advisors
Massachusetts
$411K – – –
FVCM
5013
F&V Capital Management
Florida
$410K +$140K +645 +43%
LG
5014
LAM Group
Oregon
$410K +$3.04K +14 +0.7%
IAM
5015
Impact Asset Management
$408K – – –
BI
5016
Binnacle Investments
Iowa
$408K +$465K +2,143 New
FWP
5017
Family Wealth Partners
North Carolina
$407K +$464K +2,137 New
NA
5018
Nottingham Advisors
New York
$405K -$319K -1,468 -41%
CCM
5019
Cambridge Capital Management
Illinois
$405K – – –
GWA
5020
Gibson Wealth Advisors
Texas
$404K +$21.7K +100 +5%
HAS
5021
Horizon Advisory Services
New York
$403K – – –
AWA
5022
Arbor Wealth Advisors
Michigan
$403K – – –
CBOR
5023
Community Bank of Raymore
Missouri
$402K – – –
GIM
5024
Groesbeck Investment Management
New Jersey
$402K – – –
DWM
5025
Dopkins Wealth Management
New York
$401K – – –
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201
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