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Name Holding Trade Value Shares
Change 		Change in
Stake
GWAG
3401
Garrett Wealth Advisory Group
Texas
$379K +$30.7K +169 +10%
SWM
3402
Shakespeare Wealth Management
Wisconsin
$375K – – –
AWM
3403
Alterna Wealth Management
Texas
$375K +$22.7K +125 +7%
CFIA
3404
Cantor Fitzgerald Investment Advisors
New York
$373K – – –
QWM
3405
Quaker Wealth Management
New Jersey
$372K +$908 +5 +0.3%
SMG
3406
Smart Money Group
Texas
$366K -$8.35K -46 -2%
CB
3407
Cooke & Bieler
Pennsylvania
$366K – – –
TFA
3408
Tobias Financial Advisors
Florida
$363K -$9.62K -53 -3%
KTA
3409
Keeley-Teton Advisors
Illinois
$363K +$18.9K +104 +6%
PD
3410
Planning Directions
Pennsylvania
$361K -$595K -3,276 -65%
AFG
3411
Affinia Financial Group
Massachusetts
$357K -$76.1K -419 -19%
YMRC
3412
Yorktown Management & Research Company
Virginia
$356K -$209K -1,150 -40%
LK
3413
Lumbard & Kellner
New Hampshire
$356K – – –
SRAM
3414
Stone Ridge Asset Management
New York
$354K -$3.59M -19,800 -92%
PDM
3415
Penn Davis McFarland
Texas
$354K – – –
DTIM
3416
Danda Trouve Investment Management
Kansas
$351K +$4.54K +25 +1%
SCM
3417
Seascape Capital Management
New Hampshire
$351K +$313K +1,725 New
FPC
3418
Falcon Point Capital
California
$350K – – –
WAM
3419
Wakefield Asset Management
Colorado
$349K – – –
LI
3420
LVZ Inc
Michigan
$345K +$726 +4 +0.2%
WA
3421
WP Advisors
California
$344K +$73.3K +404 +31%
GWM
3422
Graybill Wealth Management
Illinois
$342K -$1.81K -10 -0.6%
IAM
3423
ICM Asset Management
Washington
$338K -$29.2M -160,755 -99%
NI
3424
NFC Investments
Tennessee
$338K +$18.2K +100 +6%
SWAG
3425
Spectrum Wealth Advisory Group
California
$337K +$1.63K +9 +0.5%
135 136
137
138 139