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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1651
Teamwork Financial Advisors
Texas
$829K +$134K +1,142 +20%
LJAC
1652
L.J. Altfest & Co
New York
$825K -$488K -4,159 -38%
RAG
1653
RIA Advisory Group
Iowa
$823K +$814K +6,934 New
NC
1654
NinePointTwo Capital
California
$822K – – –
BCM
1655
Brainard Capital Management
Texas
$821K +$801K +6,823 New
FDS
1656
First Dallas Securities
Texas
$820K -$239K -2,032 -23%
SCP
1657
Shorepoint Capital Partners
Massachusetts
$820K +$172K +1,466 +27%
DBRC
1658
D.B. Root & Company
Pennsylvania
$817K +$255K +2,174 +47%
RWPA
1659
Richard W. Paul & Associates
Michigan
$815K +$796K +6,776 New
BAM
1660
Bosun Asset Management
Illinois
$814K +$795K +6,768 New
GKWIM
1661
Gerber Kawasaki Wealth & Investment Management
California
$814K -$540K -4,597 -40%
UAML
1662
US Asset Management LLC
Pennsylvania
$813K +$793K +6,755 New
FMB
1663
Field & Main Bank
Kentucky
$813K -$47K -400 -6%
CAMG
1664
CWA Asset Management Group
Florida
$810K -$9.51K -81 -1%
LA
1665
Lindenwold Advisors
Pennsylvania
$807K -$40.4K -344 -5%
DI
1666
Diligent Investors
California
$805K +$32.6K +278 +4%
CJL
1667
Cyrus J. Lawrence
New York
$804K -$3.29M -28,003 -81%
FG
1668
Foster Group
Iowa
$799K +$60.1K +512 +8%
PFG
1669
Peterson Financial Group
Iowa
$799K -$402K -3,425 -34%
CIA
1670
Cascade Investment Advisors
Oregon
$798K -$236K -2,010 -23%
HAS
1671
HBW Advisory Services
California
$797K -$1.85M -15,731 -70%
TC
1672
Titleist Capital
Texas
$797K -$171K -1,454 -18%
NSIM
1673
North Star Investment Management
Illinois
$796K -$37.7K -321 -5%
SIP
1674
Stoneridge Investment Partners
Pennsylvania
$796K – – –
RLWM
1675
RF&L Wealth Management
Massachusetts
$794K +$775K +6,600 New
65 66
67
68 69