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Name Holding Trade Value Shares
Change 		Change in
Stake
OGF
3901
Orin Green Financial
California
$465K -$457K -778 Closed
PHWM
3902
Pine Harbor Wealth Management
Maryland
$462K +$9.39K +16 +2%
TA
3903
TPG Advisors
Illinois
$461K – – –
BAS
3904
Brueske Advisory Services
Washington
$459K +$460K +784 New
VWM
3905
Verus Wealth Management
Wisconsin
$459K +$460K +784 New
BH
3906
Burk Holdings
Oklahoma
$458K +$459K +782 New
GCM
3907
Gibraltar Capital Management
Oklahoma
$458K – – –
CA
3908
CapWealth Advisors
Tennessee
$457K +$21.7K +37 +5%
TWM
3909
Tolleson Wealth Management
Texas
$456K +$457K +778 New
PFA
3910
Plotkin Financial Advisors
Maryland
$456K +$24.7K +42 +6%
WWA
3911
Wisconsin Wealth Advisors
Wisconsin
$455K +$457K +778 New
FIC
3912
Family Investment Center
Missouri
$454K -$14.1K -24 -3%
MLFP
3913
MPS Loria Financial Planners
Illinois
$454K – – –
LFS
3914
Lutz Financial Services
Nebraska
$453K -$18.8K -32 -4%
HS
3915
Horan Securities
United States
$453K +$44K +75 +11%
SPA
3916
Sentinel Pension Advisors
Massachusetts
$453K -$15.3K -26 -3%
CFG
3917
Clayton Financial Group
Missouri
$452K +$587 +1 +0.1%
NCM
3918
Noesis Capital Mangement
Florida
$452K +$54K +92 +14%
WIA
3919
Wetzel Investment Advisors
Indiana
$452K – – –
FB
3920
First Bancorp
Maine
$451K -$7.63K -13 -2%
EIA
3921
Edgemoor Investment Advisors
Maryland
$451K +$37K +63 +9%
M
3922
MYeCFO
California
$449K +$14.1K +24 +3%
FCFC
3923
First Citizens Financial Corp
Iowa
$449K +$56.4K +96 +14%
LIA
3924
LifePlan Investment Advisors
North Carolina
$448K +$27K +46 +6%
BIM
3925
Barton Investment Management
Pennsylvania
$448K – – –
155 156
157
158 159