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Name Holding Trade Value Shares
Change 		Change in
Stake
VPI
4251
Value Partners Investments
Manitoba, Canada
$520K +$34.1K +51 +7%
HBS
4252
Howard Bailey Securities
Indiana
$520K -$16K -24 -3%
TA
4253
TPG Advisors
Illinois
$519K – – –
CMP
4254
Christine Messmer PC
Pennsylvania
$519K +$525K +786 New
JWM
4255
Johnson Wealth Management
North Dakota
$518K -$8.01K -12 -2%
FPN
4256
Financial Planning Navigators
Minnesota
$518K +$524K +785 New
RW
4257
REDW Wealth
New Mexico
$518K -$3.34K -5 -0.6%
PAG
4258
Paladin Advisory Group
Iowa
$518K – – –
BCM
4259
Barometer Capital Management
Ontario, Canada
$518K -$9.86M -14,773 -95%
FWM
4260
Foguth Wealth Management
Michigan
$517K +$531K +795 New
EFA
4261
Edge Financial Advisors
Illinois
$516K +$26.7K +40 +12%
HAFS
4262
Hapanowicz & Associates Financial Services
Pennsylvania
$516K – – –
AAS
4263
AdviceOne Advisory Services
Connecticut
$514K +$96.2K +144 +23%
6F
4264
626 Financial
Michigan
$514K -$9.35K -14 -2%
BIM
4265
Barton Investment Management
Pennsylvania
$514K +$9.35K +14 +2%
PFA
4266
Pathway Financial Advisors
Vermont
$514K -$668 -1 -0.1%
BW
4267
Balance Wealth
Ohio
$514K -$123K -184 -19%
BGAI
4268
Bruce G. Allen Investments
Colorado
$514K +$160K +239 +44%
MLFP
4269
MPS Loria Financial Planners
Illinois
$512K – – –
MIM
4270
MTM Investment Management
South Carolina
$512K – – –
OFG
4271
Opulen Financial Group
Virginia
$511K +$20.7K +31 +4%
CGH
4272
CMG Global Holdings
Texas
$510K -$38.1K -57 -7%
WA
4273
Winter & Associates
Minnesota
$509K +$515K +771 New
M
4274
MYeCFO
California
$507K -$26.7K -40 -5%
OFS
4275
Oldfather Financial Services
Nebraska
$507K +$284K +426 +125%
169 170
171
172 173