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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
3001
TrueWealth Advisors
Alabama
$250K – – –
HKIM
3002
Hayek Kallen Investment Management
Alabama
$249K +$75K +300 +37%
CFG
3003
Carter Financial Group
Illinois
$249K +$280K +1,122 New
TYCC
3004
Texas Yale Capital Corp
Florida
$247K -$29.7K -119 -10%
SFG
3005
Summit Financial Group
West Virginia
$246K -$92.5K -370 -25%
IIM
3006
Ipswich Investment Management
Massachusetts
$246K -$37.5K -150 -12%
MFS
3007
Madrona Financial Services
Washington
$246K -$9K -36 -3%
CWA
3008
Clarus Wealth Advisors
Arizona
$246K +$284K +1,135 New
GGI
3009
Godsey & Gibb Inc
Virginia
$245K +$275K +1,102 New
TWM
3010
Tradition Wealth Management
Minnesota
$244K -$180K -721 -40%
FAG
3011
Financial Advisory Group
Texas
$243K – – –
WMP
3012
Wealth Management Partners
Arizona
$243K – – –
FWP
3013
Firethorn Wealth Partners
Georgia
$243K +$39K +156 +17%
LGA
3014
Lebenthal Global Advisors
New York
$243K +$105K +419 +62%
AMR
3015
Asset Management Resources
Massachusetts
$242K -$107K -428 -28%
HFS
3016
Howard Financial Services
Texas
$241K -$24K -96 -8%
PCMN
3017
Paradigm Capital Management (Nevada)
Nevada
$240K -$339K -1,356 -56%
EFL
3018
ERn Financial LLC
Wisconsin
$240K -$25K -100 -8%
B
3019
Bridgeworth
Alabama
$240K -$15.5K -62 -5%
GB
3020
Goepper Burkhardt
South Carolina
$240K +$14K +56 +5%
WFA
3021
Wellspring Financial Advisors
Ohio
$239K +$12.7K +51 +5%
GP
3022
Greenline Partners
New York
$238K – – –
MCM
3023
MV Capital Management
Maryland
$237K -$37.5K -150 -12%
SFM
3024
Systematic Financial Management
New Jersey
$237K – – –
GS
3025
Gagnon Securities
New York
$237K +$2.5K +10 +0.9%
119 120
121
122 123