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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
3026
Matisse Capital
Oregon
$237K +$105K +420 +65%
PFG
3027
PAX Financial Group
Texas
$236K -$231K -925 -47%
BWM
3028
BT Wealth Management
Georgia
$235K -$8K -32 -3%
PWMG
3029
Provence Wealth Management Group
California
$235K +$5.5K +22 +2%
SIG
3030
Sargent Investment Group
Maryland
$235K +$34K +136 +15%
AIC
3031
Ayalon Insurance Company
Israel
$234K -$27.7K -111 -10%
WDA
3032
Wendell David Associates
New Hampshire
$234K – – –
DFA
3033
DHJJ Financial Advisors
Illinois
$234K +$1K +4 +0.4%
DPI
3034
Diversified Portfolios Inc
Michigan
$233K – – –
PFA
3035
Pure Financial Advisors
California
$233K +$10K +40 +4%
FM
3036
Family Management
New York
$232K -$4M -16,010 -94%
RCI
3037
RS Crum Inc
California
$232K +$13.7K +55 +6%
HCA
3038
Heck Capital Advisors
Wisconsin
$231K +$260K +1,039 New
CPA
3039
Court Place Advisors
Maryland
$231K – – –
SHWM
3040
Smith & Howard Wealth Management
Georgia
$231K – – –
I2I
3041
Insight 2811 Inc
Illinois
$231K +$9.25K +37 +4%
MFG
3042
Menard Financial Group
Texas
$230K -$2.15M -8,593 -89%
PC
3043
Periscope Capital
Ontario, Canada
$230K -$382K -1,529 -60%
CPP
3044
Capasso Planning Partners
South Carolina
$230K -$12.2K -49 -5%
TSWM
3045
Tyler-Stone Wealth Management
Ohio
$228K +$2.75K +11 +1%
SWM
3046
Scissortail Wealth Management
Oklahoma
$228K +$3.25K +13 +1%
AR
3047
Advisory Research
Illinois
$227K -$610K -2,440 -71%
ES
3048
Eagle Strategies
New York
$227K +$255K +1,022 New
GA
3049
Gateway Advisory
New Jersey
$227K +$256K +1,023 New
SC
3050
Steph & Co
Wisconsin
$227K +$256K +1,023 New
120 121
122
123 124