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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
5026
Johnson Wealth Management
North Dakota
$512K +$528K +2,334 New
CAS
5027
CTC Alternative Strategies
Illinois
$512K +$97.3K +430 +23%
AWA
5028
Arbor Wealth Advisors
Michigan
$509K -$4.07K -18 -0.8%
CYG
5029
Clean Yield Group
Vermont
$509K – – –
DAS
5030
DMKC Advisory Services
Iowa
$509K -$17.4K -77 -3%
GFP
5031
Guardian Financial Partners
California
$508K +$107K +473 +26%
LSC
5032
Lesa Sroufe & Co
Washington
$508K +$2.49K +11 +0.5%
OFG
5033
OmniStar Financial Group
North Carolina
$508K -$679 -3 -0.1%
RFG
5034
Range Financial Group
Oregon
$507K +$453 +2 +0.1%
RCM
5035
Ridgepath Capital Management
Tennessee
$507K – – –
SG
5036
Sharper & Granite
California
$506K -$66.5K -294 -11%
DFC
5037
DBK Financial Counsel
Ohio
$506K – – –
SPI
5038
Santori & Peters Inc
Pennsylvania
$506K -$1.58K -7 -0.3%
DWM
5039
Denver Wealth Management
Colorado
$503K -$62.7K -277 -11%
TWD
5040
True Wealth Design
Ohio
$502K +$89.9K +397 +21%
BFP
5041
Briaud Financial Planning
Texas
$502K -$8.83K -39 -2%
PS
5042
Pinney & Scofield
Massachusetts
$501K – – –
TVM
5043
True Vision MN
Minnesota
$501K +$4.07K +18 +0.8%
EMCIP
5044
Ewing Morris & Co Investment Partners
Ontario, Canada
$500K +$9.05K +40 +2%
FA
5045
Financial Alternatives
California
$499K -$13.4K -59 -3%
SC
5046
Swan Capital
Florida
$496K +$226 +1 +0%
CMTU
5047
Capital Markets Trading (UK)
United Kingdom
$496K -$14K -62 -3%
SIMG
5048
Stephens Investment Management Group
Texas
$496K -$249K -1,100 -33%
FNWA
5049
Financial Network Wealth Advisors
Utah
$494K -$21.3K -94 -4%
II
5050
Impact Investors
California
$493K +$64.5K +285 +15%
200 201
202
203 204