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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2976
Prism Advisors
California
$251K +$428 +4 +0.2%
JA
2977
JVL Associates
Michigan
$250K – – –
SIS
2978
Sound Income Strategies
Florida
$247K -$6.75K -63 -3%
RPGK
2979
Retirement Planning Group (Kansas)
Kansas
$246K +$17.9K +167 +7%
FGC
2980
Financial Gravity Companies
Texas
$246K +$256K +2,392 New
PFM
2981
Peak Financial Management
Massachusetts
$245K +$10.6K +99 +4%
COI
2982
Capital One Investing
Virginia
$245K +$259K +2,417 New
HCP
2983
Holt Capital Partners
Texas
$244K +$10.9K +102 +4%
HC
2984
Hamilton Capital
Ohio
$242K +$242K +2,261 New
FVWA
2985
Foster Victor Wealth Advisors
South Carolina
$240K +$253K +2,359 New
GAAM
2986
Guinness Atkinson Asset Management
California
$238K -$33.2K -310 -12%
TW
2987
Towerpoint Wealth
California
$238K +$48.2K +450 +24%
SCM
2988
Shapiro Capital Management
Georgia
$234K -$25.4K -237 -9%
PI
2989
Pachira Investments
California
$233K +$10.4K +97 +4%
JWM
2990
Janiczek Wealth Management
Colorado
$233K +$32.1K +300 +15%
OMC
2991
Old Mission Capital
Illinois
$233K +$39.1K +365 +19%
ODG
2992
O'Dell Group
Ohio
$232K +$750 +7 +0.3%
G
2993
GenTrust
Florida
$232K +$21.5K +201 +10%
VC
2994
Voit & Company
Wisconsin
$231K +$244K +2,276 New
AFIA
2995
America First Investment Advisors
Nebraska
$227K -$12K -112 -5%
AO
2996
Allen Operations
New York
$226K +$238K +2,224 New
5L
2997
55I LLC
Massachusetts
$225K +$237K +2,216 New
FCT
2998
Family Capital Trust
Massachusetts
$223K – – –
NFGCM
2999
Norman Fields Gottscho Capital Management
New York
$223K – – –
TI
3000
Telemetry Investments
New York
$223K +$236K +2,200 New
118 119
120
121 122