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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
3176
Values First Advisors
Tennessee
$471K +$338K +828 +216%
NPA
3177
Nichols & Pratt Advisers
Massachusetts
$471K +$7.76K +19 +2%
BOSSRA
3178
B.O.S.S. Retirement Advisors
Utah
$471K -$6.7M -16,405 -93%
ATWA
3179
Arbor Trust Wealth Advisors
Michigan
$471K -$15.5K -38 -3%
GWP
3180
Gateway Wealth Partners
Wisconsin
$470K +$55.2K +135 +13%
RRCM
3181
Rappaport Reiches Capital Management
Illinois
$470K +$13.1K +32 +3%
HGA
3182
Hobbs Group Advisors
South Carolina
$469K +$34.3K +84 +7%
GCA
3183
Genesee Capital Advisors
New York
$469K +$409 +1 +0.1%
WAM
3184
WFA Asset Management
Wisconsin
$468K -$29K -71 -6%
DFG
3185
Dupree Financial Group
Kentucky
$468K +$17.2K +42 +4%
SCM
3186
Saxony Capital Management
Missouri
$468K +$35.1K +86 +8%
ACH
3187
ArrowMark Colorado Holdings
Colorado
$467K – – –
FTA
3188
Financial & Tax Architects
Missouri
$467K – – –
AWM
3189
Austin Wealth Management
Texas
$466K +$22.5K +55 +5%
MHFA
3190
Mission Hills Financial Advisory
California
$464K – – –
CFA
3191
Capstone Financial Advisors
Illinois
$462K +$65K +159 +15%
FHWM
3192
Fox Hill Wealth Management
Massachusetts
$461K -$27K -66 -5%
RIP
3193
Reliant Investment Partners
North Carolina
$459K +$482K +1,181 New
MCP
3194
Mirador Capital Partners
California
$459K +$6.54K +16 +1%
2L
3195
25 LLC
Missouri
$459K -$16.8K -41 -3%
ERIC
3196
Eagle Rock Investment Company
Georgia
$458K -$29.4K -72 -6%
IAS
3197
IMA Advisory Services
Colorado
$458K – – –
NFTC
3198
North Forty Two & Co
Oregon
$458K +$481K +1,178 New
BMM
3199
Berkshire Money Management
Massachusetts
$457K +$480K +1,175 New
CGA
3200
Crescent Grove Advisors
Illinois
$457K +$2.04K +5 +0.4%
126 127
128
129 130