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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
3026
Cannon Financial Strategists
Georgia
$237K +$198K +634 New
PF
3027
Prosperitas Financial
California
$237K +$198K +634 New
5W
3028
5T Wealth
California
$237K +$198K +633 New
SHIM
3029
Stone House Investment Management
Pennsylvania
$236K -$67.6K -216 -25%
KLI
3030
Kelman-Lazarov Inc
Tennessee
$236K +$198K +632 New
BCP
3031
Berkeley Capital Partners
Georgia
$236K +$198K +631 New
WAU
3032
Wellington-Altus USA
Manitoba, Canada
$236K +$260K +831 New
WIP
3033
WealthCare Investment Partners
Rhode Island
$236K +$197K +630 New
CFA
3034
CWS Financial Advisors
Michigan
$235K +$197K +629 New
PWMA
3035
Pension & Wealth Management Advisors
Massachusetts
$235K +$75.1K +240 +62%
SFG
3036
SevenBridge Financial Group
Pennsylvania
$235K +$198K +634 New
SC
3037
Swan Capital
Florida
$234K – – –
CCM
3038
Colorado Capital Management
Colorado
$234K +$196K +627 New
OIC
3039
Orion Investment Company
Missouri
$234K +$196K +625 New
IG
3040
Ithaka Group
Virginia
$233K +$195K +624 New
LT
3041
Legacy Trust
Michigan
$233K -$127K -405 -39%
DM
3042
Diversified Management
Wisconsin
$232K +$194K +621 New
RS
3043
Retirement Solution
Washington
$232K +$194K +621 New
GFG
3044
Grantvest Financial Group
New Jersey
$232K +$194K +620 New
ALC
3045
Alexander Labrunerie & Co
Missouri
$232K +$194K +620 New
MAM
3046
McLean Asset Management
Virginia
$231K +$201K +642 New
FCT
3047
First Community Trust
Iowa
$231K -$7.2K -23 -4%
MC
3048
Matisse Capital
Oregon
$231K +$193K +617 New
MSCM
3049
McElhenny Sheffield Capital Management
Texas
$231K +$193K +617 New
LC
3050
Landaas & Company
Wisconsin
$230K -$227K -726 -54%
120 121
122
123 124