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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
4101
Benedict Financial Advisors
Georgia
$540K – – –
AFA
4102
Arlington Financial Advisors
California
$540K +$234K +315 +75%
VPI
4103
Value Partners Investments
Manitoba, Canada
$540K +$27.5K +37 +5%
AV
4104
Aspiring Ventures
Ohio
$539K +$2.98K +4 +0.5%
API
4105
Asset Planning Inc
California
$539K – – –
RFG
4106
Range Financial Group
Oregon
$538K -$5.21K -7 -0.9%
DWA
4107
Delap Wealth Advisory
Oregon
$537K +$84.8K +114 +18%
ASBI
4108
American State Bank (Iowa)
Iowa
$537K +$33.5K +45 +7%
EWA
4109
Elevate Wealth Advisory
Georgia
$535K -$1.49K -2 -0.3%
HP
4110
Haven Private
Florida
$534K -$791K -1,063 -59%
SEP
4111
Southland Equity Partners
Missouri
$532K -$94.5K -127 -15%
FDCP
4112
Foster Dykema Cabot & Partners
Massachusetts
$532K – – –
SWMG
4113
Sard Wealth Management Group
Georgia
$532K +$4.47K +6 +0.8%
GWSA
4114
Global Wealth Strategies & Associates
Colorado
$529K +$41.7K +56 +8%
HTHT
4115
Hemenway Trust Hemenway Trust
New Hampshire
$529K -$14.9K -20 -3%
JHC
4116
J. Hagan Capital
Kentucky
$528K +$188K +252 +54%
PDM
4117
Penn Davis McFarland
Texas
$527K -$49.9K -67 -9%
LIM
4118
Lathrop Investment Management
Arkansas
$527K – – –
FWA
4119
FSC Wealth Advisors
New York
$527K – – –
SHWM
4120
Smith & Howard Wealth Management
Georgia
$525K +$84.8K +114 +19%
WWWM
4121
White Wing Wealth Management
Texas
$525K +$64K +86 +13%
WGAM
4122
Wilkinson Global Asset Management
New York
$524K +$44.7K +60 +9%
NCFG
4123
New Century Financial Group
New Jersey
$524K -$453K -609 -46%
BAS
4124
Brueske Advisory Services
Washington
$523K +$29K +39 +6%
CP
4125
Creekside Partners
California
$523K – – –
163 164
165
166 167