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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
2951
North Capital
Utah
$232K -$2.85K -40 -1%
SRA
2952
Secured Retirement Advisors
Minnesota
$232K +$233K +3,275 New
SMF
2953
Sterling Manor Financial
New York
$231K +$4.06K +57 +2%
ACM
2954
Ascent Capital Management
Oregon
$231K +$2.42K +34 +1%
WFPG
2955
Waller Financial Planning Group
Ohio
$231K -$14.2K -200 -6%
AWG
2956
Altus Wealth Group
Colorado
$230K +$784 +11 +0.3%
RK
2957
Rather & Kittrell
Tennessee
$230K +$3.63K +51 +2%
VST
2958
Van Strum & Towne
California
$230K – – –
B
2959
Birchbrook
Maine
$230K -$4.63K -65 -2%
NC
2960
NBW Capital
Massachusetts
$229K +$12.2K +171 +6%
DFG
2961
Dupree Financial Group
Kentucky
$229K -$9.76K -137 -4%
E3F
2962
Eight 31 Financial
Texas
$229K -$52.9K -742 -19%
WW
2963
Waterfront Wealth
Kansas
$228K -$1.16M -16,294 -83%
SIM
2964
Seaview Investment Managers
Florida
$228K +$230K +3,224 New
MF
2965
Meridian Financial
Massachusetts
$228K – – –
CCS
2966
Concentric Capital Strategies
Connecticut
$227K +$229K +3,215 New
BW
2967
Basepoint Wealth
Iowa
$227K +$23.8K +334 +12%
JF
2968
JSF Financial
California
$227K +$21.3K +299 +10%
CIM
2969
Corbyn Investment Management
Maryland
$227K -$1.43K -20 -0.6%
HWM
2970
Hemington Wealth Management
Virginia
$227K -$46.5K -653 -17%
PJSIMP
2971
P.J. Schmidt Investment Management (PJS)
Wisconsin
$227K +$712 +10 +0.3%
WFA
2972
WMG Financial Advisors
Tennessee
$227K +$1.21K +17 +0.5%
SWIG
2973
Strategic Wealth Investment Group
Kentucky
$227K – – –
HF
2974
Holcombe Financial
Georgia
$227K +$71 +1 +0%
ICM
2975
Intrepid Capital Management
Florida
$227K +$228K +3,204 New
117 118
119
120 121