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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
4451
Brown Wealth Management
Illinois
$213K +$213K +363 New
ACA
4452
Anchor Capital Advisors
Massachusetts
$212K – – –
IP
4453
Investment Partners
Ohio
$212K +$5.87K +10 +3%
SAM
4454
Sequent Asset Management
Texas
$211K – – –
SFP
4455
SwitchPoint Financial Planning
Utah
$211K +$211K +360 New
GPWA
4456
Great Point Wealth Advisors
Massachusetts
$211K – – –
HAC
4457
Harbor Advisory Corp
New Hampshire
$210K – – –
FFG
4458
First Financial Group
North Carolina
$208K +$209K +356 New
CWM
4459
ClientFirst Wealth Management
Arkansas
$208K +$209K +356 New
LRIC
4460
Long Road Investment Counsel
Michigan
$208K – – –
TW
4461
Towerpoint Wealth
California
$208K -$106K -180 -34%
TPWM
4462
Twelve Points Wealth Management
Massachusetts
$208K -$14.7K -25 -7%
SJL
4463
Shayne & Jacobs LLC
Tennessee
$208K – – –
BTD
4464
BankPlus Trust Department
Mississippi
$208K +$208K +355 New
LFASL
4465
Lugano Financial Advisors SA (LFA)
Switzerland
$207K +$29.3K +50 +16%
AGM
4466
Alpine Global Management
New York
$207K +$208K +354 New
Q1WB
4467
Quest 10 Wealth Builders
Virginia
$207K +$208K +354 New
HDIM
4468
Hanson & Doremus Investment Management
Vermont
$207K -$8.8K -15 -4%
PWC
4469
PYA Waltman Capital
Tennessee
$206K -$28.8K -49 -12%
LF
4470
Lighthouse Financial
Florida
$206K +$207K +352 New
PD
4471
Planning Directions
Pennsylvania
$206K – – –
GPFA
4472
Game Plan Financial Advisors
Ohio
$205K +$587 +1 +0.3%
ODA
4473
One Degree Advisors
California
$205K +$167K +285 New
MSCM
4474
McElhenny Sheffield Capital Management
Texas
$205K +$205K +350 New
EI
4475
EDMP Inc
Florida
$205K +$205K +350 New
177 178
179
180 181