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Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
5001
MBM Wealth Consultants
Missouri
$88.1K +$98.7K +154 New
3FI
5002
3 Factor Indexing
California
$86.4K +$96.8K +151 New
BCM
5003
Basso Capital Management
Connecticut
$85.8K -$128K -200 -57%
HC
5004
Hurley Capital
New York
$84.8K +$23.1K +36 +32%
PWA
5005
Principia Wealth Advisory
Texas
$83K -$76.3K -119 -45%
WA
5006
Walsh & Associates
Florida
$80.1K +$1.28K +2 +1%
DCM
5007
Disciplina Capital Management
Tennessee
$79.8K – – –
CBT
5008
CoreFirst Bank & Trust
Kansas
$78.4K – – –
CFS
5009
CGC Financial Services
Oregon
$77.8K -$7.69K -12 -8%
BFS
5010
Beacon Financial Strategies
North Carolina
$77.8K -$1.92K -3 -2%
AAG
5011
Accordant Advisory Group
Maryland
$77.8K +$19.9K +31 +30%
CWM
5012
Cranbrook Wealth Management
Michigan
$76.3K – – –
BMC
5013
Bear Mountain Capital
Washington
$73.8K – – –
MCP
5014
Miller Capital Partners
Michigan
$72.1K – – –
BGA
5015
Battery Global Advisors
Massachusetts
$72K +$55.1K +86 +215%
FF
5016
Friedenthal Financial
New Jersey
$71.5K – – –
IA
5017
IFS Advisors
Kansas
$71.5K +$11.5K +18 +17%
EF
5018
Entrust Financial
Pennsylvania
$70.9K +$32.7K +51 +70%
BCM
5019
Birch Capital Management
Texas
$69.2K -$6.41K -10 -8%
MWM
5020
Magnolia Wealth Management
Alabama
$67.5K +$75.6K +118 New
HIA
5021
HFM Investment Advisors
New Jersey
$65.8K -$78.8K -123 -52%
QL
5022
Quarry LP
New York
$65.8K +$40.4K +63 +121%
GCM
5023
Glynn Capital Management
California
$65.2K +$14.1K +22 +24%
BWM
5024
Benson Wealth Management
Tennessee
$63.5K -$4.49K -7 -6%
1IA
5025
1620 Investment Advisors
Massachusetts
$63K -$1.92K -3 -3%
199 200
201
202 203