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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2576
Apexium Financial
Texas
$291K +$9.28K +36 +3%
TAIM
2577
TD Ameritrade Investment Management
Nebraska
$291K +$9.28K +36 +3%
FPFS
2578
First Personal Financial Services
North Carolina
$291K +$15.5K +60 +6%
ZCA
2579
Zeke Capital Advisors
Pennsylvania
$290K +$285K +1,107 New
WAOI
2580
Wealth Advisors of Iowa
Iowa
$289K – – –
W
2581
Wealthquest
Ohio
$288K -$77.4K -300 -21%
USGIU
2582
U.S. Global Investors (USGI)
Texas
$288K – – –
SIC
2583
SFE Investment Counsel
California
$288K +$25.8K +100 +10%
MSR
2584
Main Street Research
Connecticut
$288K +$283K +1,099 New
PIP
2585
Peachtree Investment Partners
Florida
$288K +$283K +1,099 New
TTWM
2586
TCV Trust & Wealth Management
Virginia
$287K -$6.45K -25 -2%
VW
2587
Vantage Wealth
California
$287K +$283K +1,096 New
FCFC
2588
First Citizens Financial Corp
Iowa
$286K – – –
PVWM
2589
Point View Wealth Management
New Jersey
$286K – – –
ARG
2590
Advisory Resource Group
Oklahoma
$284K -$19.9K -77 -7%
MCG
2591
MACRO Consulting Group
New Jersey
$284K -$15.7K -61 -5%
CPA
2592
Court Place Advisors
Maryland
$283K -$11.1K -43 -4%
SFS
2593
Summit Financial Strategies
Ohio
$283K -$4.9K -19 -2%
SC
2594
Scholtz & Company
Connecticut
$282K -$297K -1,153 -52%
IFS
2595
Ifrah Financial Services
Arkansas
$282K -$2.06K -8 -0.7%
MJP
2596
Michael J. Puzo
$282K – – –
MWM
2597
MorganRosel Wealth Management
Colorado
$282K – – –
WIP
2598
Wellesley Investment Partners
Massachusetts
$282K +$26.6K +103 +11%
GP
2599
Greenline Partners
New York
$280K -$11.2M -43,239 -98%
TCM
2600
Tuttle Capital Management
Connecticut
$280K -$720K -2,793 -72%
102 103
104
105 106