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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
3101
Elmwood Wealth Management
California
$220K +$1.6K +5 +0.8%
NCMW
3102
Northern Capital Management (Washington)
Washington
$220K +$203K +632 New
VFPI
3103
Vantage Financial Partners (Illinois)
Illinois
$219K +$202K +630 New
PFA
3104
Pinnacle Family Advisors
Missouri
$218K -$70.6K -220 -26%
RA
3105
Resolute Advisors
California
$218K +$8.98K +28 +5%
SFP
3106
Strategic Financial Planning
Texas
$218K +$201K +626 New
QVT
3107
Quantitative Value Technologies
Kansas
$218K +$201K +627 New
LSWM
3108
Lorne Steinberg Wealth Management
Canada
$217K +$200K +623 New
SPA
3109
Sentinel Pension Advisors
Massachusetts
$217K +$200K +623 New
MFP
3110
Meridian Financial Partners
Virginia
$217K +$204K +636 New
HSA
3111
Hussman Strategic Advisors
Maryland
$216K -$263K -820 -57%
TC
3112
Tenret Company
Florida
$216K +$199K +620 New
BG
3113
Benedetti & Gucer
Georgia
$216K +$200K +622 New
AOG
3114
Alpha Omega Group
Virginia
$215K +$199K +619 New
SPI
3115
Santori & Peters Inc
Pennsylvania
$214K +$198K +617 New
CCMINC
3116
Cardinal Capital Management Inc (North Carolina)
North Carolina
$212K +$195K +609 New
FPWM
3117
FSB Premier Wealth Management
Iowa
$212K +$196K +611 New
NCM
3118
Noesis Capital Mangement
Florida
$212K +$200K +622 New
BWM
3119
Buckley Wealth Management
Nevada
$211K -$55.5K -173 -22%
GWM
3120
Gray Wealth Management
Maine
$210K +$193K +602 New
AWM
3121
Aprio Wealth Management
Georgia
$210K +$194K +605 New
CWM
3122
CCG Wealth Management
California
$210K +$194K +605 New
FMTCOCP
3123
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$209K – – –
ACM
3124
Anfield Capital Management
California
$209K +$193K +602 New
PIFP
3125
Partners in Financial Planning
Virginia
$209K +$192K +600 New
123 124
125
126 127