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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
2751
Barber Financial Group
Kansas
$240K -$27.7K -484 -11%
1IA
2752
1620 Investment Advisors
Massachusetts
$240K +$216K +3,782 New
AFS
2753
Axiom Financial Strategies
Indiana
$239K +$286 +5 +0.1%
WF
2754
Whelan Financial
California
$239K +$1.03K +18 +0.5%
WAM
2755
Walker Asset Management
Missouri
$239K +$215K +3,768 New
GSC
2756
G&S Capital
Colorado
$238K – – –
RPGK
2757
Retirement Planning Group (Kansas)
Kansas
$238K +$3.54K +62 +2%
DHGWA
2758
Dixon Hughes Goodman Wealth Advisors
North Carolina
$238K +$215K +3,758 New
WE
2759
Wealth Effects
Massachusetts
$238K +$215K +3,761 New
CCM
2760
Cribstone Capital Management
Maine
$237K -$7.71K -135 -3%
RIM
2761
Redwood Investment Management
Arizona
$236K -$309K -5,417 -59%
LAS
2762
LWM Advisory Services
Florida
$236K +$212K +3,719 New
SA
2763
Syntax Advisors
New York
$236K +$213K +3,729 New
VCG
2764
Vantage Consulting Group
Virginia
$236K +$213K +3,729 New
CFO
2765
Custos Family Office
Texas
$236K +$213K +3,732 New
BDWM
2766
Brewin Dolphin Wealth Management
Ireland
$235K -$39.1K -685 -16%
MCM
2767
MV Capital Management
Maryland
$235K +$8.8K +154 +4%
LA
2768
Legacy Advisors
Pennsylvania
$235K +$211K +3,701 New
CA
2769
Centerpoint Advisors
Massachusetts
$234K – – –
LODC
2770
Lanham O'Dell & Company
West Virginia
$234K +$211K +3,688 New
KCM
2771
Kathmere Capital Management
Pennsylvania
$233K -$198K -3,468 -49%
GSIS
2772
Global Strategic Investment Solutions
Arizona
$232K -$5.14K -90 -2%
HFS
2773
HBC Financial Services
Washington
$232K – – –
SFP
2774
Sweet Financial Partners
Minnesota
$232K +$209K +3,660 New
NFSG
2775
Newbridge Financial Services Group
Florida
$231K -$219K -3,829 -51%
109 110
111
112 113