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Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
4501
Tilson Financial Group
New Jersey
$313K -$92.3K -124 -23%
PWM
4502
Penobscot Wealth Management
Maine
$312K +$53.6K +72 +20%
COFSG
4503
Carbahal Olsen Financial Services Group
California
$311K – – –
HHGA
4504
Halbert Hargrove Global Advisors
California
$311K +$99.7K +134 +46%
ICMM
4505
Integrated Capital Management (Michigan)
Michigan
$310K +$14.1K +19 +5%
GC
4506
Globeflex Capital
California
$308K – – –
RF
4507
RHS Financial
California
$308K +$71.5K +96 +30%
GSF
4508
Grove Street Fiduciary
New Hampshire
$308K – – –
VFM
4509
Vision Financial Markets
Connecticut
$308K -$37.2K -50 -11%
MLRA
4510
Main Line Retirement Advisors
Montana
$307K – – –
BWM
4511
Buckley Wealth Management
Nevada
$307K – – –
EP
4512
Essential Planning
New Hampshire
$307K – – –
WWA
4513
Wealth Watch Advisors
Colorado
$306K -$338K -454 -52%
RBWA
4514
RFG - Bristol Wealth Advisors
Massachusetts
$306K +$310K +417 New
OL
4515
Owen LaRue
Kentucky
$305K +$11.2K +15 +4%
PS
4516
Pinney & Scofield
Massachusetts
$305K – – –
BIA
4517
Barry Investment Advisors
Massachusetts
$304K +$26.8K +36 +10%
SF
4518
Seros Financial
Arizona
$303K -$31.3K -42 -9%
PFM
4519
Peak Financial Management
Massachusetts
$303K +$44.7K +60 +17%
WAG
4520
Wheelhouse Advisory Group
Missouri
$303K -$744 -1 -0.2%
BCM
4521
Brown Capital Management
Maryland
$303K -$1.32M -1,768 -81%
TC
4522
Trust Company
Kansas
$303K +$91.5K +123 +43%
CG
4523
Corundum Group
Colorado
$302K +$11.9K +16 +4%
PAG
4524
Powers Advisory Group
Illinois
$301K +$17.9K +24 +6%
TCFP
4525
Treasure Coast Financial Planning
Florida
$301K – – –
179 180
181
182 183