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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
3226
Auour Investments
Massachusetts
$322K – – –
PCMK
3227
Paragon Capital Management (Kansas)
Kansas
$322K +$2.92K +8 +1%
LIA
3228
LifePlan Investment Advisors
North Carolina
$321K +$4.38K +12 +1%
AFS
3229
Annapolis Financial Services
Maryland
$320K -$89.1K -244 -23%
HIC
3230
Harvey Investment Company
Kentucky
$320K – – –
SFC
3231
SYM Financial Corp
Indiana
$317K -$292K -800 -49%
CFC
3232
Coyle Financial Counsel
Illinois
$317K +$16.4K +45 +6%
TPWM
3233
Twelve Points Wealth Management
Massachusetts
$317K -$11.7K -32 -4%
YDMI
3234
Y.D. More Investments
Israel
$317K +$21.9K +60 +8%
ARC
3235
Advisor Resource Council
Texas
$317K -$2.26M -6,173 -87%
SC
3236
Seldon Capital
California
$316K – – –
OAM
3237
Oxford Asset Management
United Kingdom
$316K +$301K +825 New
RP
3238
Riverwater Partners
Wisconsin
$316K +$62.8K +172 +26%
FFM
3239
Fullerton Fund Management
Singapore
$316K +$301K +824 New
DPI
3240
Diversified Portfolios Inc
Michigan
$315K +$8.4K +23 +3%
IAP
3241
Indie Asset Partners
Indiana
$315K -$13.2K -36 -4%
ACC
3242
Acorn Creek Capital
Colorado
$313K +$12.1K +33 +4%
PW
3243
Peninsula Wealth
California
$311K +$8.77K +24 +3%
KFA
3244
Kelleher Financial Advisors
New York
$311K – – –
BWM
3245
BKM Wealth Management
Wisconsin
$310K -$54.8K -150 -16%
DWP
3246
Destiny Wealth Partners
Florida
$309K -$194K -532 -40%
EL
3247
EWA LLC
Pennsylvania
$309K +$326K +892 New
BSAM
3248
Blue Square Asset Management
New York
$309K – – –
FMI
3249
F/M Investments
District of Columbia
$309K +$45.3K +124 +18%
SR
3250
Syntax Research
Florida
$308K +$365 +1 +0.1%
128 129
130
131 132