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Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
4301
UBP Investment Advisors
Switzerland
$470K – – –
NC
4302
NewSquare Capital
Pennsylvania
$469K +$8.11K +25 +2%
TC
4303
Tatro Capital
Kentucky
$467K – – –
BWL
4304
Beacon Wealthcare LLC
North Carolina
$466K – – –
RDIA
4305
RE Dickinson Investment Advisors
Iowa
$465K +$448K +1,381 New
KAH
4306
Kathryn A. Hall
$464K +$448K +1,381 New
RP
4307
Reinhart Partners
Wisconsin
$456K -$32.4K -100 -7%
SA
4308
Sicart Associates
New York
$455K – – –
TPW
4309
TL Private Wealth
Texas
$454K – – –
TLFA
4310
True Link Financial Advisors
California
$453K -$54.8K -169 -11%
AG
4311
AlphaSimPlex Group
Massachusetts
$450K -$462K -1,424 -52%
AFG
4312
Arkansas Financial Group
Arkansas
$447K -$33.7K -104 -7%
AWM
4313
Altus Wealth Management
Kentucky
$447K +$23.3K +72 +6%
PFG
4314
Piershale Financial Group
Illinois
$443K -$29.8K -92 -7%
KTA
4315
Keeley-Teton Advisors
Illinois
$442K +$324 +1 +0.1%
GC
4316
Gibson Capital
Pennsylvania
$440K – – –
OAJ
4317
Ogorek Anthony Joseph
New York
$440K – – –
DWM
4318
Denver Wealth Management
Colorado
$437K +$421K +1,300 New
SC
4319
Steph & Co
Wisconsin
$433K – – –
TFA
4320
Tranquilli Financial Advisor
New Jersey
$433K +$18.8K +58 +5%
APS
4321
American Planning Services
Florida
$432K +$417K +1,285 New
GWMI
4322
Guardian Wealth Management (Illinois)
Illinois
$431K +$415K +1,281 New
PFA
4323
Plotkin Financial Advisors
Maryland
$427K -$308K -951 -43%
GF
4324
Goodman Financial
Texas
$426K +$151K +466 +58%
LWIC
4325
Leith Wheeler Investment Counsel
British Columbia, Canada
$422K +$115K +356 +40%
171 172
173
174 175