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Name Holding Trade Value Shares
Change 		Change in
Stake
PJWM
4051
Philip James Wealth Mangement
Georgia
$204K +$184K +357 New
GC
4052
Gilbert & Cook
Iowa
$204K +$183K +356 New
KA
4053
Kure Advisory
Minnesota
$204K +$183K +356 New
SJL
4054
Shayne & Jacobs LLC
Tennessee
$203K +$183K +355 New
LSIA
4055
LaSalle St. Investment Advisors
Illinois
$203K +$183K +355 New
LRIC
4056
Long Road Investment Counsel
Michigan
$203K +$183K +355 New
VAM
4057
Verity Asset Management
North Carolina
$203K +$182K +354 New
CBFP
4058
Cedar Brook Financial Partners
Ohio
$203K -$646K -1,256 -78%
GA
4059
GoalVest Advisory
New York
$202K +$36.5K +71 +25%
IP
4060
Investment Partners
Ohio
$201K +$181K +351 New
PD
4061
Planning Directions
Pennsylvania
$201K +$181K +351 New
MAM
4062
McCarthy Asset Management
California
$200K -$560K -1,089 -76%
GPFA
4063
Game Plan Financial Advisors
Ohio
$199K +$11.8K +23 +7%
SC
4064
Solstein Capital
California
$199K – – –
RTL
4065
Red Tortoise LLC
Georgia
$193K – – –
TCM
4066
TruNorth Capital Management
Michigan
$191K +$59.7K +116 +53%
BFS
4067
Burkett Financial Services
South Carolina
$188K – – –
RFG
4068
REAP Financial Group
Texas
$184K +$10.8K +21 +7%
TAM
4069
Tucker Asset Management
Colorado
$180K -$1.54K -3 -0.9%
FAM
4070
Flaharty Asset Management
Florida
$179K +$161K +312 New
DCM
4071
Disciplina Capital Management
Tennessee
$178K -$29.3K -57 -15%
LFASL
4072
Lugano Financial Advisors SA (LFA)
Switzerland
$174K +$9.78K +19 +7%
SC
4073
Stephens Consulting
Michigan
$172K -$14.9K -29 -9%
IRC
4074
Investors Research Corp
Georgia
$172K – – –
DPW
4075
DiNuzzo Private Wealth
Pennsylvania
$171K +$60.2K +117 +65%
161 162
163
164 165