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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
3176
Probity Advisors
Texas
$225K -$4.69K -62 -2%
FMN
3177
Financial Management Network
California
$225K -$75.1K -994 -26%
HSG
3178
Helen Stephens Group
Texas
$225K +$223K +2,955 New
SPIA
3179
Strategic Point Investment Advisors
Rhode Island
$224K -$5.29K -70 -2%
EPM
3180
Elm Partners Management
Pennsylvania
$224K +$222K +2,937 New
4A
3181
4Wealth Advisors
Illinois
$224K -$1.28K -17 -0.6%
WW
3182
Waterfront Wealth
Kansas
$223K – – –
TFGT
3183
TS Financial Group (TSFG)
Illinois
$223K – – –
JWM
3184
JPL Wealth Management
Colorado
$223K +$222K +2,932 New
EAM
3185
Everstar Asset Management
North Carolina
$223K +$222K +2,931 New
PIM
3186
Pullen Investment Management
Florida
$223K +$1.81K +24 +0.8%
KBFS
3187
Kohmann Bosshard Financial Services
Ohio
$223K – – –
IFPG
3188
Intrepid Financial Planning Group
Indiana
$222K – – –
TIA
3189
TCFG Investment Advisors
California
$222K +$221K +2,919 New
TWM
3190
TCFG Wealth Management
California
$222K +$221K +2,919 New
FPW
3191
Flywheel Private Wealth
California
$222K – – –
MAG
3192
M3 Advisory Group
Massachusetts
$222K +$220K +2,914 New
MGWA
3193
Monument Group Wealth Advisors
Massachusetts
$221K -$38.1K -504 -15%
BC
3194
BDFS Capital
Delaware
$221K -$15.7K -208 -7%
EPP
3195
ETF Portfolio Partners
Kansas
$220K – – –
SP
3196
Symmetry Partners
Connecticut
$220K +$219K +2,893 New
SFMG
3197
Sage Financial Management Group
Virginia
$220K -$9.45K -125 -4%
ALC
3198
Alexander Labrunerie & Co
Missouri
$220K – – –
CPL
3199
Capital & Planning LLC
Georgia
$220K +$218K +2,889 New
TGIA
3200
Torrey Growth & Income Advisors
California
$220K – – –
126 127
128
129 130