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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3951
Sather Financial Group
Texas
$592K +$151K +244 +44%
EFG
3952
Elm3 Financial Group
Georgia
$591K +$54.4K +88 +12%
ATI
3953
ARK & TLK Investments
Oklahoma
$591K +$30.3K +49 +7%
BAG
3954
Bridgewealth Advisory Group
California
$591K +$495K +801 New
LCM
3955
Lattice Capital Management
Washington
$590K – – –
MWA
3956
Medallion Wealth Advisors
Connecticut
$590K +$74.8K +121 +17%
VIM
3957
Vista Investment Management
Pennsylvania
$590K – – –
AL
3958
ACAS LLC
California
$588K +$3.09K +5 +0.7%
VWM
3959
Verus Wealth Management
Wisconsin
$587K +$6.8K +11 +1%
GD
3960
Grandfield & Dodd
New York
$586K -$8.65K -14 -2%
PFA
3961
Pathway Financial Advisors
Vermont
$585K -$694K -1,123 -59%
OGF
3962
Orin Green Financial
California
$585K +$30.3K +49 +7%
AWM
3963
Accel Wealth Management
Iowa
$585K +$1.24K +2 +0.3%
AFA
3964
Avant Financial Advisors
Texas
$585K – – –
MCM
3965
MidAtlantic Capital Management
Virginia
$585K +$178K +288 +57%
MPW
3966
Magnolia Private Wealth
Pennsylvania
$585K +$50.1K +81 +11%
CGH
3967
CMG Global Holdings
Texas
$584K +$28.4K +46 +6%
HS
3968
Horan Securities
United States
$584K +$10.5K +17 +2%
ICM
3969
Intrepid Capital Management
Florida
$584K +$26K +42 +6%
LFS
3970
Lutz Financial Services
Nebraska
$583K -$16.1K -26 -3%
NWM
3971
Northcape Wealth Management
New York
$582K +$37.7K +61 +8%
TA
3972
TPG Advisors
Illinois
$581K – – –
VP
3973
Verum Partners
North Carolina
$580K +$63K +102 +15%
SIG
3974
Spinnaker Investment Group
California
$580K -$138K -223 -22%
BBA
3975
Braun-Bostich & Associates
Pennsylvania
$579K -$48.8K -79 -9%
157 158
159
160 161