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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
5051
Attessa Capital
Arizona
$466K +$435K +2,125 New
CYG
5052
Clean Yield Group
Vermont
$466K -$10.2K -50 -2%
HAS
5053
Horizon Advisory Services
New York
$465K +$24.6K +120 +6%
JFG
5054
JDM Financial Group
Texas
$465K -$21.7K -106 -5%
RPSA
5055
Richard P. Slaughter Associates
Texas
$464K +$49.9K +244 +13%
AWA
5056
Arbor Wealth Advisors
Michigan
$464K +$433K +2,117 New
GIM
5057
Groesbeck Investment Management
New Jersey
$464K – – –
CBOR
5058
Community Bank of Raymore
Missouri
$464K -$63.4K -310 -13%
DWM
5059
Dopkins Wealth Management
New York
$463K +$22.5K +110 +6%
BOCM
5060
Bontempo Ohly Capital Management
Maryland
$461K – – –
MIM
5061
Montgomery Investment Management
Maryland
$461K – – –
BFP
5062
Briaud Financial Planning
Texas
$460K +$418K +2,041 +3,402%
FIA
5063
FPC Investment Advisory
California
$459K +$235K +1,151 +147%
FF
5064
Fortitude Financial
Washington
$458K +$427K +2,087 New
NCG
5065
Newport Capital Group
New Jersey
$456K -$39.9K -195 -9%
FCFC
5066
First Citizens Financial Corp
Iowa
$455K +$104K +508 +32%
PCMN
5067
Paradigm Capital Management (Nevada)
Nevada
$455K – – –
BF
5068
Blankinship & Foster
California
$454K -$24.6K -120 -5%
PL
5069
Parthenon LLC
Kentucky
$454K +$20.5K +100 +5%
TAM
5070
TCP Asset Management
Ohio
$454K – – –
TPW
5071
TL Private Wealth
Texas
$453K -$151K -737 -27%
WSFG
5072
Wall Street Financial Group
Illinois
$453K +$77.5K +379 +23%
SWM
5073
Sterling Wealth Management
Illinois
$452K -$44.8K -219 -10%
MLA
5074
MB, Levis & Associates
Pennsylvania
$452K +$37.8K +185 +10%
EFG
5075
Ehrlich Financial Group
California
$450K -$17.8K -87 -4%
201 202
203
204 205