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Name Holding Trade Value Shares
Change 		Change in
Stake
TLCM
3501
Twin Lakes Capital Management
California
$226K – – –
CCM
3502
Check Capital Management
California
$226K -$23.5K -150 -10%
VFP
3503
Verus Financial Partners
Virginia
$226K +$42.7K +273 +19%
MA
3504
Maxele Advisors
Missouri
$226K +$211K +1,348 New
WH
3505
Whitcomb & Hess
Ohio
$225K +$211K +1,346 New
UFA
3506
Uptown Financial Advisors
Texas
$225K +$211K +1,345 New
DCBT
3507
Dakota Community Bank & Trust
North Dakota
$225K -$626 -4 -0.3%
LP
3508
LMR Partners
United Kingdom
$225K +$210K +1,344 New
BFA
3509
Beacon Financial Advisory
Ohio
$225K +$210K +1,343 New
PP
3510
PrairieView Partners
Minnesota
$224K -$12.2K -78 -5%
FA
3511
Fiducient Advisors
Illinois
$224K -$10.5K -67 -5%
TCM
3512
TABR Capital Management
California
$224K +$209K +1,337 New
EB
3513
Emprise Bank
Kansas
$224K -$140K -894 -40%
GFM
3514
GEN Financial Management
Minnesota
$224K -$16.8K -107 -7%
AA
3515
Alpha Advisors
Virginia
$223K -$15K -96 -7%
ELM
3516
Elite Life Management
Florida
$223K +$209K +1,335 New
SP
3517
Symmetry Partners
Connecticut
$223K -$68.4K -437 -25%
MWM
3518
Meritas Wealth Management
California
$223K +$209K +1,333 New
BWM
3519
BlackDiamond Wealth Management
New York
$223K +$252K +1,610 New
IWP
3520
Innova Wealth Partners
Pennsylvania
$223K +$208K +1,331 New
CFS
3521
Cannon Financial Strategists
Georgia
$222K +$208K +1,330 New
WF
3522
Warner Financial
Maryland
$222K +$208K +1,327 New
GSAM
3523
Grant Street Asset Management
Pennsylvania
$222K +$207K +1,325 New
HWM
3524
HFG Wealth Management
Texas
$221K -$1.56K -10 -0.7%
MTWM
3525
Masso Torrence Wealth Management
New Jersey
$221K +$206K +1,319 New
139 140
141
142 143