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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
4351
Sicart Associates
New York
$282K -$34.9K -132 -10%
AG
4352
AlphaSimPlex Group
Massachusetts
$281K – – –
PWM
4353
Praetorian Wealth Management
California
$280K +$318K +1,203 New
MSWMA
4354
Market Street Wealth Management Advisors
Indiana
$278K -$1.06K -4 -0.3%
RP
4355
Reinhart Partners
Wisconsin
$277K – – –
PWM
4356
Pacific Wealth Management
California
$277K +$314K +1,189 New
BTIM
4357
BancFirst Trust & Investment Management
Oklahoma
$272K -$152K -574 -33%
WFPG
4358
Waller Financial Planning Group
Ohio
$271K +$10K +38 +3%
AFA
4359
Atlas Financial Advisors
California
$269K -$37.2K -141 -11%
SC
4360
Steph & Co
Wisconsin
$269K – – –
MFG
4361
MTM Financial Group
Pennsylvania
$269K +$1.85K +7 +0.6%
BP
4362
BCK Partners
New York
$265K – – –
BSAM
4363
Blue Square Asset Management
New York
$264K -$1.54M -5,828 -84%
SSWG
4364
Seven Springs Wealth Group
Tennessee
$264K -$1.51M -5,711 -83%
AA
4365
AlphaMark Advisors
Kentucky
$262K -$6.07K -23 -2%
1CM
4366
1492 Capital Management
Wisconsin
$260K – – –
DWM
4367
Dopkins Wealth Management
New York
$260K – – –
JMF
4368
Johnson Midwest Financial
Iowa
$260K +$264 +1 +0.1%
OFP
4369
OLIO Financial Planning
Virginia
$258K -$7.66K -29 -3%
TC
4370
TAGStone Capital
North Carolina
$258K +$264 +1 +0.1%
SHFP
4371
Second Half Financial Partners
Florida
$257K -$3.27M -12,382 -92%
LTL
4372
Lowery Thomas LLC
California
$257K +$792 +3 +0.3%
CA
4373
Crane Advisory
California
$257K +$301K +1,141 New
LPARFS
4374
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$256K -$13.4M -50,700 -98%
WIC
4375
Whitegate Investment Counselors
New Hampshire
$256K +$528 +2 +0.2%
173 174
175
176 177