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Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
4376
Armstrong Fleming & Moore
District of Columbia
$240K – – –
TCFP
4377
Treasure Coast Financial Planning
Florida
$240K – – –
KL
4378
KWMG LLC
Kansas
$239K – – –
DFA
4379
DHK Financial Advisors
New Hampshire
$239K – – –
SF
4380
Seros Financial
Arizona
$238K +$278K +473 New
PWM
4381
Partners Wealth Management
California
$238K +$239K +407 New
CA
4382
Crumly & Associates
Illinois
$238K – – –
CSI
4383
Cross Staff Investments
New York
$238K – – –
MWA
4384
MFA Wealth Advisors
Pennsylvania
$238K – – –
DIA
4385
Davidson Investment Advisors
Montana
$237K +$238K +405 New
BWM
4386
BankPlus Wealth Management
Mississippi
$236K +$237K +403 New
DDPIC
4387
Deroy & Devereaux Private Investment Counsel
Michigan
$236K +$237K +403 New
UCI
4388
Uncommon Cents Investing
Wisconsin
$236K – – –
HWM
4389
HRC Wealth Management
Idaho
$235K +$235K +401 New
ICA
4390
Infrastructure Capital Advisors
New York
$234K -$64.6K -110 -22%
IFPG
4391
Intrepid Financial Planning Group
Indiana
$234K – – –
SWM
4392
Sagace Wealth Management
Florida
$234K +$235K +400 New
TAM
4393
Tucker Asset Management
Colorado
$234K +$49.9K +85 +27%
GCWM
4394
Graham Capital Wealth Management
District of Columbia
$233K – – –
UIM
4395
Unified Investment Management
Georgia
$233K +$234K +398 New
AC
4396
AWM Capital
Arizona
$232K +$11.2K +19 +5%
HGERS
4397
Householder Group Estate & Retirement Specialist
Arizona
$232K -$953K -1,623 -80%
HOWA
4398
Heritage Oak Wealth Advisors
Florida
$232K -$2.02M -3,440 -90%
BEAM
4399
Baker Ellis Asset Management
Washington
$231K – – –
MSFP
4400
Mark Sheptoff Financial Planning
Connecticut
$231K – – –
174 175
176
177 178