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Name Holding Trade Value Shares
Change 		Change in
Stake
BF
4251
Blankinship & Foster
California
$408K -$26.4K -100 -5%
PDM
4252
Penn Davis McFarland
Texas
$407K – – –
CP
4253
Camelot Portfolios
Ohio
$406K -$150K -569 -25%
MAM
4254
McCarthy Asset Management
California
$406K -$15.3K -58 -3%
SF
4255
Safeguard Financial
Wisconsin
$406K +$460K +1,743 New
FWM
4256
ForthRight Wealth Management
Georgia
$405K +$99K +375 +28%
LHEI
4257
Leo H. Evart Inc
California
$403K +$264 +1 +0.1%
RDIA
4258
RE Dickinson Investment Advisors
Iowa
$401K +$10.8K +41 +2%
SAS
4259
Sanford Advisory Services
Michigan
$398K +$31.4K +119 +7%
PWM
4260
Provident Wealth Management
Tennessee
$397K +$4.49K +17 +1%
ACM
4261
Alamar Capital Management
California
$396K – – –
KIM
4262
Karpus Investment Management
New York
$396K – – –
LWP
4263
Laurel Wealth Planning
Minnesota
$394K -$37.5K -142 -8%
AFG
4264
Affinia Financial Group
Massachusetts
$394K -$18.7K -71 -4%
ASFA
4265
All Season Financial Advisors
Colorado
$392K +$20.3K +77 +5%
HEIP
4266
Hudson Edge Investment Partners
New Jersey
$392K +$444K +1,683 New
ARIS
4267
Advanced Research Investment Solutions
California
$391K +$402K +1,521 +957%
RA
4268
Resolute Advisors
California
$389K – – –
SIMG
4269
Stephens Investment Management Group
Texas
$388K – – –
BIM
4270
Bullseye Investment Management
Ohio
$386K -$2.75M -10,425 -86%
SPW
4271
Surience Private Wealth
Washington
$385K – – –
PP
4272
PFS Partners
New Jersey
$383K -$6.34K -24 -1%
GC
4273
Gruss & Co
Florida
$377K – – –
TSS
4274
Thomas Story & Son
Indiana
$376K – – –
BIA
4275
Barry Investment Advisors
Massachusetts
$375K -$22.2K -84 -5%
169 170
171
172 173