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Name Holding Trade Value Shares
Change 		Change in
Stake
DP
3701
Denver PWM
Colorado
$491K -$25.2K -117 -5%
SI
3702
Shaker Investments
Ohio
$489K – – –
QWM
3703
Quaker Wealth Management
New Jersey
$488K +$76.1K +354 +19%
BFG
3704
Baron Financial Group
New Jersey
$485K +$215 +1 +0%
EA
3705
Ellsworth Advisors
Ohio
$483K +$20K +93 +4%
BSWM
3706
Boston Standard Wealth Management
Massachusetts
$480K -$8.82K -41 -2%
SBF
3707
Sara-Bay Financial
Florida
$479K – – –
HWM
3708
Holloway Wealth Management
Florida
$477K – – –
MWM
3709
MBE Wealth Management
Wisconsin
$474K +$21.1K +98 +5%
FC
3710
Fairpointe Capital
Illinois
$474K +$84.9K +395 +23%
AFIA
3711
America First Investment Advisors
Nebraska
$471K -$10.3K -48 -2%
VI
3712
Versor Investments
New York
$470K -$3M -13,931 -87%
NI
3713
NFC Investments
Tennessee
$470K +$96.8K +450 +27%
DWMG
3714
DB Wealth Management Group
California
$470K +$455K +2,115 New
RRA
3715
Round Rock Advisors
Connecticut
$469K +$453K +2,109 New
CFC
3716
Coyle Financial Counsel
Illinois
$467K +$172K +800 +62%
AFG
3717
Affinia Financial Group
Massachusetts
$465K +$92.5K +430 +26%
SCM
3718
Stordahl Capital Management
Colorado
$462K +$17.4K +81 +4%
CFA
3719
Camarda Financial Advisors
Florida
$462K +$17.8K +83 +4%
PWC
3720
PYA Waltman Capital
Tennessee
$457K -$135K -626 -23%
YMRC
3721
Yorktown Management & Research Company
Virginia
$452K – – –
HA
3722
HC Advisors
Georgia
$447K – – –
AI
3723
ArchPoint Investors
Florida
$445K – – –
OMC
3724
Oasis Management Company
Cayman Islands
$445K – – –
CFIA
3725
Cantor Fitzgerald Investment Advisors
New York
$445K +$35.7K +166 +9%
147 148
149
150 151