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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3501
Filbrandt Wealth Management
Wisconsin
$278K -$226K -1,076 -45%
APSP
3502
Asset Planning Services (Pennsylvania)
Pennsylvania
$278K +$420 +2 +0.2%
NRI
3503
NFP Retirement Inc
California
$274K +$50.8K +242 +23%
FPC
3504
Falcon Point Capital
California
$273K -$89.3K -425 -25%
USGIU
3505
U.S. Global Investors (USGI)
Texas
$273K – – –
CFC
3506
Coyle Financial Counsel
Illinois
$273K +$42K +200 +18%
BIA
3507
BHK Investment Advisors
Alabama
$270K +$22.5K +107 +9%
TWP
3508
TFO Wealth Partners
Ohio
$267K +$23.1K +110 +9%
LIC
3509
Laurus Investment Counsel
Canada
$265K – – –
CA
3510
Corrado Advisors
New Jersey
$260K -$51K -243 -16%
RW
3511
RVW Wealth
California
$256K +$6.72K +32 +3%
WFPG
3512
Waller Financial Planning Group
Ohio
$251K +$3.15K +15 +1%
AIS
3513
American Investment Services
Massachusetts
$250K -$21K -100 -8%
AC
3514
AlphaCore Capital
California
$248K -$95.1K -453 -28%
IF
3515
Ironwood Financial
Arizona
$248K +$8.4K +40 +4%
HCIA
3516
Hochman Cole Investment Advisors
Illinois
$245K -$14.1K -67 -5%
CI
3517
Chartist Inc
California
$245K +$244K +1,164 New
CC
3518
Clearline Capital
New York
$242K +$242K +1,150 New
CWM
3519
CCG Wealth Management
California
$241K – – –
AWM
3520
Altus Wealth Management
Kentucky
$239K -$24.2K -115 -9%
HLCM
3521
Hi-Line Capital Management
South Dakota
$239K +$238K +1,135 New
CFGF
3522
Compass Financial Group (Florida)
Florida
$239K +$239K +1,136 New
WC
3523
Weil Company
California
$236K -$57.5K -274 -20%
GIM
3524
Greylin Investment Management
Virginia
$235K -$107K -510 -31%
BC
3525
Barnett & Company
Tennessee
$235K -$13.7K -65 -6%
139 140
141
142 143