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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
3251
Tobias Financial Advisors
Florida
$360K +$336K +2,284 New
FPIS
3252
Financial Planning & Information Services
Wisconsin
$358K – – –
BWM
3253
Brickley Wealth Management
California
$358K +$4.41K +30 +1%
LLL
3254
Lynrock Lake LP
New York
$357K – – –
FWCM
3255
First Western Capital Management
California
$357K +$27.8K +189 +9%
AFG
3256
Affinia Financial Group
Massachusetts
$356K +$332K +2,260 New
AMG
3257
Advisors Management Group
Wisconsin
$355K +$9.11K +62 +3%
EW
3258
Element Wealth
Mississippi
$355K +$331K +2,252 New
HCM
3259
Howard Capital Management
Georgia
$354K -$169K -1,149 -28%
HCM
3260
Hudson Capital Management
New Jersey
$352K -$37.2K -253 -10%
CMA
3261
Cedar Mountain Advisors
Oregon
$350K +$326K +2,221 New
SCM
3262
Shapiro Capital Management
Georgia
$349K +$294 +2 +0.1%
NIM
3263
NuWave Investment Management
New Jersey
$348K -$319K -2,169 -50%
PFM
3264
Peak Financial Management
Massachusetts
$348K +$294 +2 +0.1%
FCT
3265
Family Capital Trust
Massachusetts
$347K – – –
TIM
3266
Triad Investment Management
California
$347K – – –
PWP
3267
Personal Wealth Partners
Minnesota
$345K – – –
AFIA
3268
America First Investment Advisors
Nebraska
$341K -$9.99K -68 -3%
WWM
3269
WJ Wealth Management
Arizona
$340K +$317K +2,155 New
MCMT
3270
Moon Capital Management (Tennessee)
Tennessee
$340K +$10.6K +72 +3%
MAG
3271
Mayfair Advisory Group
Alabama
$339K +$316K +2,151 New
CHJWM
3272
Carlton Hofferkamp & Jenks Wealth Management
Texas
$336K +$881 +6 +0.3%
BRA
3273
Bender Robert & Associates
California
$334K – – –
OHS
3274
Odey Holdings (Switzerland)
Switzerland
$331K -$29.4K -200 -9%
ER
3275
Enlightenment Research
Florida
$331K +$309K +2,100 New
129 130
131
132 133