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Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
4101
Continental Investors Services
Washington
$633K -$11.9K -44 -2%
BCM
4102
Barometer Capital Management
Ontario, Canada
$631K -$5.43K -20 -1%
APC
4103
Asset Planning Corporation
Tennessee
$630K +$13.8K +51 +2%
CCA
4104
Covey Capital Advisors
Georgia
$629K – – –
TWP
4105
Tower Wealth Partners
Pennsylvania
$629K +$35.3K +130 +6%
KLI
4106
Kelman-Lazarov Inc
Tennessee
$628K – – –
CGFA
4107
Colton Groome Financial Advisors
North Carolina
$627K +$54.3K +200 +9%
DCM
4108
Davidson Capital Management
Texas
$625K -$551K -2,032 -45%
BG
4109
Benedetti & Gucer
Georgia
$622K -$522K -1,922 -44%
SC
4110
Saybrook Capital
North Carolina
$622K +$11.7K +43 +2%
FF
4111
Francis Financial
$620K +$650K +2,396 New
EW
4112
Element Wealth
Mississippi
$619K +$49.9K +184 +8%
AMR
4113
Asset Management Resources
Massachusetts
$615K -$1.63K -6 -0.2%
FCM
4114
Fairbanks Capital Management
California
$614K +$649K +2,391 New
HFW
4115
Horizon Family Wealth
Illinois
$612K -$12.2K -45 -2%
MIM
4116
Martin Investment Management
Florida
$612K – – –
JG
4117
Jefferies Group
New York
$612K -$5.77M -21,276 -90%
GSC
4118
Ground Swell Capital
South Carolina
$610K +$645K +2,377 New
PBF
4119
Petix & Botte Financial
California
$605K -$639K -2,354 -50%
UWM
4120
USAdvisors Wealth Management
Minnesota
$602K -$724K -2,669 -53%
BA
4121
Bellwether Advisors
Nebraska
$601K -$65.4K -241 -9%
SFG
4122
Steward Financial Group
Texas
$601K +$101K +373 +19%
GWM
4123
Grand Wealth Management
Michigan
$600K -$27.1K -100 -4%
DPI
4124
Diversified Portfolios Inc
Michigan
$599K -$741K -2,730 -54%
FA
4125
Fortis Advisors
Pennsylvania
$599K -$217K -800 -26%
163 164
165
166 167