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Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
3001
Lockerman Financial Group
California
$474K +$26.6K +73 +7%
CGA
3002
Crescent Grove Advisors
Illinois
$474K -$31.7K -87 -7%
PFM
3003
Phillips Financial Management
Indiana
$474K +$15.7K +43 +4%
SFS
3004
Sharp Financial Services
Pennsylvania
$473K -$3.28K -9 -0.8%
GC
3005
Gibson Capital
Pennsylvania
$473K – – –
HFRG
3006
Houlihan Financial Resource Group
Virginia
$473K +$426K +1,168 New
KOC
3007
Koss-Olinger Consulting
Florida
$473K +$426K +1,168 New
PCMN
3008
Paradigm Capital Management (Nevada)
Nevada
$472K +$425K +1,165 New
MCP
3009
Mirador Capital Partners
California
$471K +$18.6K +51 +5%
DFG
3010
Dupree Financial Group
Kentucky
$471K +$43.4K +119 +11%
GF
3011
Gimbal Financial
Indiana
$471K +$5.47K +15 +1%
GWWM
3012
Great Waters Wealth Management
Minnesota
$471K – – –
JBA
3013
Johnson Bixby & Associates
Washington
$470K – – –
WCA
3014
Waypoint Capital Advisors
Minnesota
$470K -$44.1K -121 -9%
GIM
3015
Guild Investment Management
California
$470K – – –
RA
3016
Ruggaard & Associates
Ohio
$469K -$5.11K -14 -1%
ACA
3017
Anchor Capital Advisors
Massachusetts
$469K -$39K -107 -8%
JGIA
3018
Jackson Grant Investment Advisers
Connecticut
$469K +$729 +2 +0.2%
PP
3019
Pingora Partners
Wyoming
$468K -$47.4K -130 -10%
SCM
3020
Seascape Capital Management
New Hampshire
$467K +$1.82K +5 +0.4%
CW
3021
Channel Wealth
California
$466K +$729 +2 +0.2%
IFS
3022
Ifrah Financial Services
Arkansas
$466K -$7.66K -21 -2%
CFGSD
3023
Compass Financial Group (South Dakota)
South Dakota
$465K +$365 +1 +0.1%
NWM
3024
Northwest Wealth Management
Iowa
$465K +$1.46K +4 +0.3%
SIM
3025
SSI Investment Management
California
$464K -$365 -1 -0.1%
119 120
121
122 123