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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
3051
Auour Investments
Massachusetts
$261K +$248K +839 New
CCM
3052
Colorado Capital Management
Colorado
$260K +$591 +2 +0.2%
MPW
3053
MA Private Wealth
California
$259K +$246K +834 New
HIC
3054
Harvey Investment Company
Kentucky
$259K – – –
HFS
3055
Howard Financial Services
Texas
$259K +$31.3K +106 +15%
UCI
3056
Uncommon Cents Investing
Wisconsin
$257K – – –
SMG
3057
Smart Money Group
Texas
$257K +$244K +826 New
WFA
3058
Wellspring Financial Advisors
Ohio
$257K -$15.7K -53 -6%
SC
3059
Seldon Capital
California
$256K – – –
WFS
3060
Walker Financial Services
Kentucky
$256K +$23.3K +79 +11%
CA
3061
CSM Advisors
Pennsylvania
$256K -$59.1K -200 -20%
NRA
3062
NSI Retail Advisors
Pennsylvania
$256K -$59.1K -200 -20%
TC
3063
Truvestments Capital
Florida
$256K +$55.2K +187 +29%
WA
3064
WESPAC Advisors
California
$255K -$10K -34 -4%
AFP
3065
Advus Financial Partners
Florida
$255K +$243K +822 New
SA
3066
Syntax Advisors
New York
$255K -$20.7K -70 -8%
VCG
3067
Vantage Consulting Group
Virginia
$255K -$20.7K -70 -8%
WW
3068
Waterfront Wealth
Kansas
$255K – – –
HBWM
3069
Hollow Brook Wealth Management
New York
$254K +$242K +818 New
BSAM
3070
Blue Square Asset Management
New York
$254K +$3.54K +12 +1%
FWA
3071
FOCUS Wealth Advisors
Texas
$253K -$52K -176 -18%
CWA
3072
CM Wealth Advisors
Ohio
$253K -$1.05M -3,570 -82%
DIM
3073
Delta Investment Management
California
$253K – – –
JDR
3074
Jay D. Rosenbaum
$252K -$3.25K -11 -1%
NRW
3075
Nova R Wealth
Kansas
$251K +$591 +2 +0.2%
121 122
123
124 125