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Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
4226
Lloyd Advisory Services
Georgia
$615K +$49.7K +207 +9%
BAM
4227
Bosun Asset Management
Illinois
$615K -$2.16K -9 -0.3%
GC
4228
Gibson Capital
Pennsylvania
$615K – – –
AA
4229
Aufman Associates
Pennsylvania
$615K +$7.44K +31 +1%
JWS
4230
Juncture Wealth Strategies
Arizona
$614K +$159K +662 +35%
PFM
4231
Phillips Financial Management
Indiana
$610K +$97K +404 +19%
QWM
4232
Quaker Wealth Management
New Jersey
$610K -$1.68K -7 -0.3%
KGC
4233
Kennon-Green & Company
Ohio
$610K +$610K +2,543 New
IF
4234
Insight Folios
North Carolina
$609K -$9.12K -38 -1%
NFGCM
4235
Norman Fields Gottscho Capital Management
New York
$607K – – –
CAM
4236
Clark Asset Management
New Hampshire
$605K +$605K +2,522 New
OBWP
4237
O'Brien Wealth Partners
Massachusetts
$604K +$160K +667 +36%
GCWM
4238
Graham Capital Wealth Management
District of Columbia
$604K -$9.84K -41 -2%
PIC
4239
Portland Investment Counsel
Ontario, Canada
$603K – – –
VFG
4240
V2 Financial group
Illinois
$603K – – –
FFWM
4241
Future Financial Wealth Management
Ohio
$602K +$96K +400 +19%
NFP
4242
Narus Financial Partners
Utah
$598K +$61.9K +258 +12%
TFG
4243
Tilson Financial Group
New Jersey
$598K +$598K +2,492 New
GCL
4244
Gouws Capital LLC
North Carolina
$597K – – –
SM
4245
Sensible Money
Arizona
$597K +$597K +2,488 New
HIGP
4246
Hill Investment Group Partners
Missouri
$595K +$596K +2,483 New
LFGH
4247
Lee Financial Group Hawaii
Hawaii
$595K -$102K -423 -15%
BWA
4248
BlueSky Wealth Advisors
North Carolina
$594K +$28.1K +117 +5%
RCG
4249
Resource Consulting Group
Florida
$594K -$249K -1,038 -30%
AA
4250
AJ Advisors
Tennessee
$593K +$594K +2,474 New
168 169
170
171 172