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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
2701
Berger Financial Group
Minnesota
$521K +$10.1K +67 +2%
HFP
2702
Holistic Financial Partners
Indiana
$521K +$32.7K +217 +7%
SFG
2703
Sovereign Financial Group
Connecticut
$521K +$19.2K +127 +4%
TP
2704
Tranquility Partners
Tennessee
$520K +$3.92K +26 +0.8%
BWG
2705
Balanced Wealth Group
Ohio
$519K +$221K +1,464 +88%
VNA
2706
Valley National Advisers
Pennsylvania
$519K +$21.6K +143 +5%
GAAM
2707
Guinness Atkinson Asset Management
California
$519K -$44.4K -294 -8%
AA
2708
Axiom Advisory
California
$516K +$6.34K +42 +1%
MCM
2709
Morton Capital Management
California
$516K +$19K +126 +4%
TCWM
2710
Total Clarity Wealth Management
Illinois
$516K +$41.5K +275 +9%
SAG
2711
Spotlight Asset Group
Illinois
$515K – – –
CFA
2712
Capstone Financial Advisors
Illinois
$515K -$2.56K -17 -0.5%
PA
2713
Probity Advisors
Texas
$513K – – –
SB
2714
Sunflower Bank
Texas
$512K +$2.56K +17 +0.5%
B
2715
Bellecapital
Switzerland
$512K +$186K +1,234 +61%
MWM
2716
MinichMacGregor Wealth Management
New York
$512K +$9.81K +65 +2%
S
2717
Sachetta
Massachusetts
$512K – – –
HWM
2718
HFR Wealth Management
New York
$511K – – –
PBT
2719
Pictet Bank & Trust
Bahamas
$510K -$27.2K -180 -5%
SL
2720
Summitry LLC
California
$507K +$38.3K +254 +9%
LAM
2721
Lakewood Asset Management
Illinois
$506K -$99.6K -660 -17%
RWP
2722
Revolve Wealth Partners
New Jersey
$505K +$25.4K +168 +6%
ODA
2723
One Degree Advisors
California
$504K – – –
MFG
2724
Midwest Financial Group
Kansas
$504K +$24.9K +165 +5%
RW
2725
RVW Wealth
California
$500K -$45.3K -300 -9%
107 108
109
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