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Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
5376
Stephens Investment Management Group
Texas
$574K +$52.9K +231 +10%
PFO
5377
PMG Family Office
Texas
$574K – – –
BBWP
5378
Beacon Bridge Wealth Partners
Pennsylvania
$574K +$21.3K +93 +4%
SEA
5379
Stegent Equity Advisors
Texas
$573K -$37.1K -162 -6%
FEG
5380
Financial Enhancement Group
Indiana
$571K -$11K -48 -2%
TVM
5381
True Vision MN
Minnesota
$570K +$43.2K +189 +8%
CWA
5382
Continuum Wealth Advisors
New York
$569K – – –
CFG
5383
Capital Financial Group
Colorado
$567K +$562K +2,455 New
MPPW
5384
Mitchell & Pahl Private Wealth
Oklahoma
$566K -$20.4K -89 -4%
WF
5385
WinCap Financial
Massachusetts
$566K +$686 +3 +0.1%
PFC
5386
Phocas Financial Corp
California
$566K – – –
LAA
5387
Liberty Atlantic Advisors
Texas
$565K +$560K +2,449 New
MIM
5388
Macroview Investment Management
Maryland
$565K +$140K +614 +33%
MSF
5389
Mustard Seed Financial
Arkansas
$565K – – –
ODA
5390
One Degree Advisors
California
$564K +$46.2K +202 +9%
JSA
5391
Jim Saulnier & Associates
Colorado
$563K -$131K -574 -19%
CEI
5392
Clark Estates Inc
New York
$563K – – –
IVP
5393
Intrinsic Value Partners
Arizona
$563K -$50.3K -220 -8%
BIA
5394
Beacon Investment Advisors
Maryland
$561K -$24.3K -106 -4%
LODC
5395
Lanham O'Dell & Company
West Virginia
$560K -$39.4K -172 -7%
CFG
5396
Certior Financial Group
Pennsylvania
$560K -$36.8K -161 -6%
KA
5397
Kure Advisory
Minnesota
$560K +$105K +460 +23%
KCM
5398
Key Capital Management
Tennessee
$559K +$554K +2,423 New
SIMC
5399
Squire Investment Management Company
Utah
$559K +$269K +1,174 +94%
TWD
5400
True Wealth Design
Ohio
$557K +$29.1K +127 +6%
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216
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