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Name Holding Trade Value Shares
Change 		Change in
Stake
AFT
1901
Alpha Family Trust
California
$223K – – –
GFG
1902
Goldstone Financial Group
Illinois
$223K +$12.7K +61 +6%
BPFA
1903
Barnes Pettey Financial Advisors
Mississippi
$222K +$219K +1,053 New
HAS
1904
Holland Advisory Services
Florida
$222K – – –
WMA
1905
Wealth Management Associates
New Jersey
$222K – – –
RIS
1906
Retirement Income Solutions
Michigan
$222K -$13.5K -65 -6%
CBOR
1907
Community Bank of Raymore
Missouri
$222K – – –
MFC
1908
Mechanics Financial Corp
Ohio
$222K – – –
ESBC
1909
E.S. Barr & Co
Kentucky
$222K +$218K +1,050 New
WA
1910
Wambolt & Associates
Colorado
$222K +$5.82K +28 +3%
RAG
1911
RIA Advisory Group
Iowa
$221K -$15.6K -75 -7%
M
1912
MOTCO
Texas
$221K +$19.3K +93 +10%
BWFA
1913
Baltimore-Washington Financial Advisors
Maryland
$220K -$30.9K -149 -12%
SCM
1914
Stordahl Capital Management
Colorado
$220K – – –
LI
1915
LMCG Investments
Massachusetts
$220K +$216K +1,042 New
CIC
1916
Crawford Investment Counsel
Georgia
$220K +$13.3K +64 +7%
MM
1917
MQS Management
New York
$220K +$216K +1,041 New
SIC
1918
Samalin Investment Counsel
New York
$220K -$32K -154 -13%
GFG
1919
Greystone Financial Group
Michigan
$220K -$8.72K -42 -4%
HA
1920
Hamel Associates
New Jersey
$220K -$1.66K -8 -0.8%
NC
1921
NinePointTwo Capital
California
$219K +$7.89K +38 +4%
AUB
1922
Atlantic Union Bankshares
Virginia
$219K -$39.3K -189 -15%
SFS
1923
Strategic Financial Services
New York
$219K +$191K +920 New
WJA
1924
Willis Johnson & Associates
Texas
$218K +$215K +1,034 New
RSA
1925
River Street Advisors
Illinois
$218K – – –
75 76
77
78 79