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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
3126
Holloway Wealth Management
Florida
$208K – – –
RBC
3127
Roble Belko & Company
Pennsylvania
$208K – – –
IMA
3128
Investment Management Associates
Colorado
$208K +$192K +598 New
TA
3129
TrueWealth Advisors
Alabama
$208K +$192K +599 New
BFS
3130
Beacon Financial Strategies
North Carolina
$207K +$192K +597 New
GSIS
3131
Global Strategic Investment Solutions
Arizona
$205K -$961K -2,995 -84%
BWM
3132
Birchcreek Wealth Management
Ohio
$205K +$189K +589 New
SAM
3133
Shikiar Asset Management
New York
$205K +$189K +590 New
MHIC
3134
Marble Harbor Investment Counsel
Massachusetts
$204K +$188K +586 New
MG
3135
Meritage Group
California
$203K -$129M -403,314 -100%
KC
3136
Kingfisher Capital
North Carolina
$203K +$188K +585 New
RG
3137
Retirement Group
California
$202K -$389K -1,212 -68%
AAM
3138
Augustine Asset Management
Florida
$202K +$186K +580 New
HPM
3139
Hudson Portfolio Management
New York
$202K +$186K +581 New
BMWM
3140
Brown Miller Wealth Management
Virginia
$201K +$186K +579 New
LS
3141
Leelyn Smith
Illinois
$200K -$487K -1,519 -73%
TFA
3142
Toth Financial Advisory
Virginia
$200K – – –
NC
3143
NewSquare Capital
Pennsylvania
$200K +$59.4K +185 +48%
RCM
3144
Radnor Capital Management
Pennsylvania
$200K +$184K +575 New
CB
3145
Community Bank
New York
$192K -$8.02K -25 -4%
PP
3146
PrairieView Partners
Minnesota
$191K +$16.7K +52 +10%
NOI
3147
Newton One Investments
Delaware
$190K – – –
HWA
3148
HHM Wealth Advisors
Tennessee
$183K – – –
GM
3149
GeoWealth Management
Illinois
$178K -$119K -370 -42%
DOA
3150
D'Orazio & Associates
Virginia
$175K -$1.93K -6 -1%
124 125
126
127 128