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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
4101
Avant Financial Advisors
Texas
$541K -$40.9K -55 -7%
BFA
4102
Benedict Financial Advisors
Georgia
$540K – – –
AFA
4103
Arlington Financial Advisors
California
$540K +$234K +315 +75%
VPI
4104
Value Partners Investments
Manitoba, Canada
$540K +$27.5K +37 +5%
AV
4105
Aspiring Ventures
Ohio
$539K +$2.98K +4 +0.5%
API
4106
Asset Planning Inc
California
$539K – – –
RFG
4107
Range Financial Group
Oregon
$538K -$5.21K -7 -0.9%
DWA
4108
Delap Wealth Advisory
Oregon
$537K +$84.8K +114 +18%
ASBI
4109
American State Bank (Iowa)
Iowa
$537K +$33.5K +45 +7%
EWA
4110
Elevate Wealth Advisory
Georgia
$535K -$1.49K -2 -0.3%
HP
4111
Haven Private
Florida
$534K -$791K -1,063 -59%
SEP
4112
Southland Equity Partners
Missouri
$532K -$94.5K -127 -15%
FDCP
4113
Foster Dykema Cabot & Partners
Massachusetts
$532K – – –
SWMG
4114
Sard Wealth Management Group
Georgia
$532K +$4.47K +6 +0.8%
GWSA
4115
Global Wealth Strategies & Associates
Colorado
$529K +$41.7K +56 +8%
HTHT
4116
Hemenway Trust Hemenway Trust
New Hampshire
$529K -$14.9K -20 -3%
JHC
4117
J. Hagan Capital
Kentucky
$528K +$188K +252 +54%
PDM
4118
Penn Davis McFarland
Texas
$527K -$49.9K -67 -9%
LIM
4119
Lathrop Investment Management
Arkansas
$527K – – –
FWA
4120
FSC Wealth Advisors
New York
$527K – – –
SHWM
4121
Smith & Howard Wealth Management
Georgia
$525K +$84.8K +114 +19%
WWWM
4122
White Wing Wealth Management
Texas
$525K +$64K +86 +13%
WGAM
4123
Wilkinson Global Asset Management
New York
$524K +$44.7K +60 +9%
NCFG
4124
New Century Financial Group
New Jersey
$524K -$453K -609 -46%
BAS
4125
Brueske Advisory Services
Washington
$523K +$29K +39 +6%
163 164
165
166 167