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Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
4001
Freedom Day Solutions
Texas
$226K +$203K +394 New
OL
4002
Owen LaRue
Kentucky
$226K +$203K +394 New
WPW
4003
Warther Private Wealth
Ohio
$225K -$9.78K -19 -5%
CWP
4004
Corepath Wealth Partners
Arizona
$225K +$196K +381 New
DWM
4005
Darwin Wealth Management
Florida
$223K +$200K +389 New
TMWM
4006
Taylor & Morgan Wealth Management
Michigan
$222K +$200K +388 New
FS
4007
Financial Symmetry
North Carolina
$222K +$200K +388 New
VST
4008
Van Strum & Towne
California
$221K +$199K +386 New
HFA
4009
High Falls Advisors
New York
$221K +$199K +386 New
HCP
4010
Hardin Capital Partners
South Carolina
$221K +$191K +372 New
SPWG
4011
Sage Private Wealth Group
Illinois
$220K +$198K +385 New
FDDB
4012
Fidelity D&D Bancorp
Pennsylvania
$220K +$198K +384 New
BIA
4013
Barry Investment Advisors
Massachusetts
$219K -$82.8K -161 -30%
CFGSD
4014
Compass Financial Group (South Dakota)
South Dakota
$218K +$196K +381 New
CPW
4015
Crestmont Private Wealth
Texas
$218K +$196K +381 New
BFA
4016
Brown Financial Advisory
Alabama
$218K +$196K +380 New
PCM
4017
PAR Capital Management
Massachusetts
$218K -$319K -620 -62%
TPWM
4018
Twelve Points Wealth Management
Massachusetts
$218K -$48.9K -95 -20%
FNWA
4019
Financial Network Wealth Advisors
Utah
$216K -$2.57K -5 -1%
AC
4020
AWM Capital
Arizona
$216K -$15.4K -30 -7%
PA
4021
Planning Alternatives
Michigan
$216K +$194K +377 New
IA
4022
Inspire Advisors
Idaho
$215K +$193K +376 New
ICMM
4023
Integrated Capital Management (Michigan)
Michigan
$215K +$193K +375 New
BAM
4024
Burgundy Asset Management
Ontario, Canada
$215K +$193K +375 New
MJP
4025
Michael J. Puzo
$215K +$193K +375 New
159 160
161
162 163