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Name Holding Trade Value Shares
Change 		Change in
Stake
AMR
4126
Asset Management Resources
Massachusetts
$724K +$108K +449 +17%
AC
4127
AWM Capital
Arizona
$721K -$17.5K -73 -2%
SPA
4128
Sherbrooke Park Advisers
New York
$719K +$720K +3,000 New
AFS
4129
Axiom Financial Strategies
Indiana
$719K -$477K -1,989 -40%
DCBT
4130
Dakota Community Bank & Trust
North Dakota
$715K +$7.2K +30 +1%
WCP
4131
Wick Capital Partners
Pennsylvania
$715K +$22.8K +95 +3%
AGA
4132
Arkos Global Advisors
Texas
$715K +$282K +1,173 +65%
IAG
4133
Ipsen Advisor Group
Arkansas
$713K +$714K +2,975 New
FWA
4134
Freedom Wealth Alliance
Wisconsin
$713K +$713K +2,972 New
CW
4135
Cook Wealth
North Carolina
$710K +$23.5K +98 +3%
AWM
4136
Avaii Wealth Management
Wisconsin
$710K -$184K -765 -21%
OCG
4137
Opus Capital Group
Ohio
$707K +$124K +518 +21%
AWM
4138
Arista Wealth Management
Nevada
$707K +$707K +2,947 New
KLI
4139
Kelman-Lazarov Inc
Tennessee
$707K +$14.6K +61 +2%
CMA
4140
Cedar Mountain Advisors
Oregon
$706K -$76.6K -319 -10%
SCM
4141
Seascape Capital Management
New Hampshire
$706K +$8.4K +35 +1%
HIM
4142
Hanlon Investment Management
New Jersey
$704K -$55K -229 -7%
OGF
4143
Orin Green Financial
California
$701K +$17.3K +72 +3%
RGF
4144
Retirement Guys Formula
Ohio
$701K +$78.2K +326 +13%
MAM
4145
Marquette Asset Management
Minnesota
$699K – – –
RA
4146
Riverstone Advisors
Texas
$698K -$93.6K -390 -12%
SC
4147
Saiph Capital
New Jersey
$697K -$39.4K -164 -5%
CAM
4148
CPA Asset Management
Florida
$697K +$697K +2,905 New
LWA
4149
Lowe Wealth Advisors
Maryland
$696K +$4.32K +18 +0.6%
NRA
4150
NSI Retail Advisors
Pennsylvania
$696K – – –
164 165
166
167 168