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Name Holding Trade Value Shares
Change 		Change in
Stake
TLFA
4126
True Link Financial Advisors
California
$118K +$104K +569 New
IA
4127
IFS Advisors
Kansas
$116K +$62.9K +345 +159%
CH
4128
CDKV Holdings
Colorado
$116K +$547 +3 +0.5%
BFS
4129
Beacon Financial Strategies
North Carolina
$115K – – –
WA
4130
Walsh & Associates
Florida
$114K +$365 +2 +0.4%
WCM
4131
Westend Capital Management
California
$114K – – –
CYG
4132
Clean Yield Group
Vermont
$112K – – –
OCM
4133
Orion Capital Management
California
$111K +$2.92K +16 +3%
VWA
4134
Valued Wealth Advisors
Utah
$111K +$45.4K +249 +86%
WAG
4135
Wilkerson Advisory Group
Missouri
$111K +$36.8K +202 +61%
LIA
4136
Luken Investment Analytics
Tennessee
$109K – – –
RP
4137
Raelipskie Partnership
Ontario, Canada
$108K – – –
RG
4138
RHL Group
Michigan
$107K +$94.6K +519 New
GFA
4139
Godfrey Financial Associates
New York
$107K – – –
DF
4140
DecisionPoint Financial
Arizona
$106K -$22.2K -122 -19%
DPW
4141
DiNuzzo Private Wealth
Pennsylvania
$106K -$1.82K -10 -2%
NWM
4142
Nova Wealth Management
Florida
$104K +$35K +192 +62%
3FI
4143
3 Factor Indexing
California
$104K +$91.5K +502 New
LI
4144
Louisbourg Investments
New Brunswick, Canada
$103K – – –
GAG
4145
Goodman Advisory Group
Massachusetts
$103K – – –
GCM
4146
Gunpowder Capital Management
Maryland
$103K -$1.82K -10 -2%
BBPWM
4147
Blue Bell Private Wealth Management
Pennsylvania
$103K +$77.9K +427 +601%
TVWM
4148
Tower View Wealth Management
Wisconsin
$101K +$75.7K +415 +561%
JEST
4149
JTC Employer Solutions Trustee
Jersey
$100K – – –
CTWM
4150
Cherry Tree Wealth Management
Minnesota
$99.7K – – –
164 165
166
167 168