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Name Holding Trade Value Shares
Change 		Change in
Stake
BWIA
4351
Bryant Woods Investment Advisors
New York
$396K +$381K +1,176 New
PIFP
4352
Partners in Financial Planning
Virginia
$388K – – –
JPLA
4353
Joseph P. Lucia & Associates
New York
$385K -$62.2K -192 -14%
AFS
4354
AFG Fiduciary Services
Massachusetts
$385K +$371K +1,144 New
NEGWA
4355
New England Guild Wealth Advisors
Connecticut
$382K – – –
MW
4356
Milestone Wealth
New York
$376K +$362K +1,118 New
PFA
4357
Peak Financial Advisors
Colorado
$375K +$107K +330 +42%
DWM
4358
Dopkins Wealth Management
New York
$375K +$361K +1,115 New
JMF
4359
Johnson Midwest Financial
Iowa
$373K +$54.5K +168 +18%
IWP
4360
IAG Wealth Partners
Wisconsin
$370K +$259K +800 +268%
WFPG
4361
Waller Financial Planning Group
Ohio
$366K – – –
DWA
4362
Dorsey Wright & Associates
California
$365K -$648 -2 -0.2%
AIS
4363
American Investment Services
Massachusetts
$364K – – –
APF
4364
Alaska Permanent Fund
Alaska
$364K +$380K +1,171 New
GWAG
4365
Garrett Wealth Advisory Group
Texas
$363K +$46.7K +144 +15%
WIC
4366
Whitegate Investment Counselors
New Hampshire
$360K -$16.2M -49,856 -98%
MMC
4367
Mizuho Markets Cayman
Cayman Islands
$360K -$14.6M -45,064 -98%
RHJA
4368
Rice Hall James & Associates
California
$360K – – –
YMRC
4369
Yorktown Management & Research Company
Virginia
$360K – – –
LCM
4370
Linker Capital Management
Kentucky
$360K +$347K +1,070 New
APP
4371
Alpha Paradigm Partners
Illinois
$359K +$242K +746 +232%
GCP
4372
GSA Capital Partners
United Kingdom
$358K -$5.22M -16,088 -94%
BP
4373
BCK Partners
New York
$355K -$97.3K -300 -22%
CWAF
4374
Core Wealth Advisors (Florida)
Florida
$355K -$27.9K -86 -8%
LAM
4375
Lountzis Asset Management
Pennsylvania
$353K – – –
173 174
175
176 177