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Name Holding Trade Value Shares
Change 		Change in
Stake
PFT
4276
Providence First Trust
Arizona
$374K -$94.8K -359 -18%
DMKJ
4277
David M. Knott Jr
$373K – – –
HFA
4278
Highland Financial Advisors
New Jersey
$370K – – –
GWM
4279
GoalFusion Wealth Management
Texas
$370K +$24K +91 +6%
PFA
4280
Pinnacle Family Advisors
Missouri
$367K -$329K -1,245 -44%
VFPW
4281
Vantage Financial Partners (Wisconsin)
Wisconsin
$367K -$3.17K -12 -0.8%
RFA
4282
RTD Financial Advisors
Pennsylvania
$363K -$476K -1,802 -54%
GI
4283
Glovista Investments
New Jersey
$363K +$5.81K +22 +1%
MWM
4284
MBE Wealth Management
Wisconsin
$361K -$281K -1,065 -41%
JF
4285
Joule Financial
Kentucky
$361K +$31.7K +120 +8%
RBCM
4286
Raub Brock Capital Management
California
$361K +$92.4K +350 +29%
TPW
4287
TL Private Wealth
Texas
$360K – – –
DA
4288
Drake & Associates
Wisconsin
$357K +$8.98K +34 +2%
LWIC
4289
Leith Wheeler Investment Counsel
British Columbia, Canada
$356K -$20.1K -76 -5%
BWM
4290
Benchmark Wealth Management
Connecticut
$356K – – –
BW
4291
Basepoint Wealth
Iowa
$356K +$26.9K +102 +7%
SC
4292
Schoolcraft Capital
Colorado
$355K +$403K +1,526 New
BFS
4293
Beacon Financial Strategies
North Carolina
$355K – – –
LIM
4294
Lagoda Investment Management
New York
$355K – – –
FP
4295
Foundry Partners
Minnesota
$355K +$26.4K +100 +7%
SL
4296
Stevard LLC
Illinois
$355K +$403K +1,525 New
TP
4297
Truvvo Partners
New York
$354K +$1.06K +4 +0.3%
HG
4298
Harbor Group
New Hampshire
$353K -$1.32K -5 -0.3%
HWA
4299
Hilltop Wealth Advisors
North Carolina
$353K – – –
AWM
4300
Altus Wealth Management
Kentucky
$349K – – –
170 171
172
173 174