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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2801
Coordinated Financial Services
Colorado
$424K +$1.12K +7 +0.3%
WCM
2802
Washburn Capital Management
Florida
$423K -$30.3K -190 -7%
FS
2803
Ferguson Shapiro
Georgia
$423K -$319 -2 -0.1%
BEC
2804
Blue Edge Capital
Virginia
$422K – – –
PFA
2805
Pettinga Financial Advisors
Indiana
$422K +$159 +1 +0%
PCM
2806
Princeton Capital Management
New Jersey
$422K +$7.97K +50 +2%
PSFG
2807
Prairie Sky Financial Group
Illinois
$422K – – –
SMG
2808
Smart Money Group
Texas
$422K -$2.87K -18 -0.7%
AC
2809
Avenir Corporation
Virginia
$422K – – –
VCP
2810
Vista Capital Partners
Oregon
$421K +$16.9K +106 +4%
DIM
2811
DLK Investment Management
California
$421K +$79.6K +499 +23%
CCAL
2812
City Center Advisors LLC
Michigan
$420K – – –
GHAM
2813
Gilman Hill Asset Management
Connecticut
$419K +$147K +920 +52%
PGAM
2814
Princeton Global Asset Management
New Jersey
$418K – – –
LFP
2815
Lakeshore Financial Planning
Michigan
$417K +$48.2K +302 +13%
HIS
2816
Harvest Investment Services
Illinois
$416K -$36.2K -227 -8%
PCMC
2817
Paragon Capital Management (Colorado)
Colorado
$416K -$370K -2,318 -47%
NPFS
2818
Novak & Powell Financial Services
Florida
$415K +$478 +3 +0.1%
AWAU
2819
Alliance Wealth Advisors (Utah)
Utah
$415K -$35.4K -222 -8%
PM
2820
Phraction Management
Connecticut
$415K – – –
THWM
2821
Taylor Hoffman Wealth Management
Virginia
$414K +$42.6K +267 +11%
PO
2822
Private Ocean
California
$413K -$11.6K -73 -3%
GA
2823
Geller Advisors
New York
$413K -$23.6K -148 -5%
NAG
2824
Northstar Advisory Group
New Jersey
$413K +$4.3K +27 +1%
HWM
2825
Heirloom Wealth Management
Colorado
$412K -$33.6K -211 -7%
111 112
113
114 115