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Name Holding Trade Value Shares
Change 		Change in
Stake
EWF
3151
Epstein & White Financial
California
$708K +$175K +1,066 +31%
AWM
3152
Apollon Wealth Management
South Carolina
$705K +$188K +1,143 +34%
EMFAT
3153
Emerald Mutual Fund Advisers Trust
Pennsylvania
$701K – – –
XSC
3154
X-Square Capital
Puerto Rico
$700K -$181K -1,098 -20%
DWA
3155
Dougherty Wealth Advisers
Minnesota
$695K – – –
PWM
3156
Paulson Wealth Management
Illinois
$693K -$12.7K -77 -2%
SG
3157
Swarthmore Group
Pennsylvania
$690K -$8.2M -49,850 -92%
ARM
3158
Adirondack Research & Management
New York
$688K -$94.6K -575 -12%
RPGK
3159
Retirement Planning Group (Kansas)
Kansas
$688K +$36K +219 +5%
PWA
3160
Peterson Wealth Advisors
Utah
$687K +$164 +1 +0%
ACM
3161
AUA Capital Management
Pennsylvania
$686K +$107K +650 +18%
PFG
3162
PAX Financial Group
Texas
$682K +$105K +636 +19%
ACA
3163
Ackerman Capital Advisors
Texas
$677K -$478K -2,904 -40%
HPC
3164
Hobart Private Capital
North Carolina
$668K +$81.2K +494 +13%
AWA
3165
Alaska Wealth Advisors
Alaska
$665K -$209K -1,269 -23%
FFG
3166
Ford Financial Group
California
$665K +$4.61K +28 +0.7%
OBWP
3167
O'Brien Wealth Partners
Massachusetts
$664K -$305K -1,857 -30%
DLG
3168
Daniel L. Goodwin
$664K +$32.9K +200 +5%
OHS
3169
Odey Holdings (Switzerland)
Switzerland
$662K +$345K +2,100 +100%
KCMH
3170
Keywise Capital Management (HK)
Hong Kong
$662K +$691K +4,200 New
NQWM
3171
Northwest Quadrant Wealth Management
Oregon
$661K -$17.4K -106 -3%
CAM
3172
Crestone Asset Management
Colorado
$660K +$135K +821 +24%
SFWC
3173
Strategic Family Wealth Counselors
New Jersey
$653K -$142K -863 -17%
IIM
3174
Ironwood Investment Management
Massachusetts
$651K – – –
HFA
3175
High Falls Advisors
New York
$650K -$524K -3,184 -44%
125 126
127
128 129