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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
3951
RGT Wealth Advisors
Texas
$255K +$263K +905 New
LL
3952
LPWM LLC
Minnesota
$254K -$45.4K -156 -15%
LWIC
3953
Leith Wheeler Investment Counsel
British Columbia, Canada
$254K +$262K +900 New
ICMP
3954
Integrated Capital Management (Pennsylvania)
Pennsylvania
$253K – – –
JSA
3955
Jacobson & Schmitt Advisors
Wisconsin
$252K – – –
G
3956
Gainplan
Michigan
$252K +$262K +901 New
WIM
3957
Westside Investment Management
California
$252K -$96K -330 -1%
APSP
3958
Asset Planning Services (Pennsylvania)
Pennsylvania
$250K +$582 +2 +0.2%
VFIC
3959
Valley Forge Investment Consultants
Pennsylvania
$248K -$85K -292 -25%
KCM
3960
Kendall Capital Management
Maryland
$245K +$25K +86 +11%
WAM
3961
Wakefield Asset Management
Colorado
$244K +$252K +865 New
HWA
3962
Hillcrest Wealth Advisors
New Jersey
$242K -$18.3K -63 -7%
NHFG
3963
New Harbor Financial Group
Massachusetts
$239K – – –
HC
3964
Hatton Consulting
Arizona
$237K – – –
AM
3965
Atwater Malick
Pennsylvania
$233K +$17.7K +61 +8%
GIA
3966
Goodwin Investment Advisory
Georgia
$231K +$238K +819 New
PWAC
3967
Private Wealth Advisors (California)
California
$229K +$202K +694 New
GG
3968
GenWealth Group
New Jersey
$228K – – –
HF
3969
Halpern Financial
Virginia
$226K +$91.6K +315 +65%
GF
3970
Goodman Financial
Texas
$226K – – –
KCMH
3971
Keywise Capital Management (HK)
Hong Kong
$226K – – –
MA
3972
MANA Advisors
New York
$226K +$234K +803 New
JAWM
3973
J. Arnold Wealth Management
Ohio
$225K +$291 +1 +0.1%
PFA
3974
Peak Financial Advisors
Colorado
$221K +$228K +785 New
HA
3975
Harborview Advisors
Maine
$215K – – –
157 158
159
160 161