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Name Holding Trade Value Shares
Change 		Change in
Stake
AM
4401
Atwater Malick
Pennsylvania
$255K – – –
SG
4402
Strid Group
Pennsylvania
$252K -$59.7K -220 -18%
FPCG
4403
Forum Private Client Group
Indiana
$252K -$11.4K -42 -4%
RHJA
4404
Rice Hall James & Associates
California
$248K -$6.79K -25 -3%
HTI
4405
Hikari Tsushin Inc
Japan
$247K +$261K +961 New
ICMP
4406
Integrated Capital Management (Pennsylvania)
Pennsylvania
$245K +$14.9K +55 +6%
RBC
4407
Rye Brook Capital
Connecticut
$245K +$81.4K +300 +46%
AA
4408
Axiom Advisory
California
$245K +$260K +958 New
BFP
4409
Briaud Financial Planning
Texas
$243K – – –
CCM
4410
Causeway Capital Management
California
$242K -$4.61K -17 -2%
WCWM
4411
Wooster Corthell Wealth Management
Connecticut
$242K -$814 -3 -0.3%
SFG
4412
Sage Financial Group
Pennsylvania
$242K +$256K +942 New
TFP
4413
Triune Financial Partners
Kansas
$240K +$25.8K +95 +11%
ONGA
4414
O'Neil Global Advisors
California
$238K -$562K -2,072 -69%
VFIC
4415
Valley Forge Investment Consultants
Pennsylvania
$235K – – –
BIP
4416
Blueprint Investment Partners
North Carolina
$234K -$6.73M -24,780 -96%
SFA
4417
Spectrum Financial Alliance
Kentucky
$233K +$246K +908 New
SWMG
4418
Sanchez Wealth Management Group
Florida
$231K -$11.7K -43 -5%
TI
4419
Telemetry Investments
New York
$231K – – –
UID
4420
Union Investments & Development
Israel
$231K – – –
PA
4421
Prism Advisors
California
$231K +$8.41K +31 +4%
AIA
4422
Armor Investment Advisors
North Carolina
$230K -$27.1K -100 -10%
BIM
4423
Bullseye Investment Management
Ohio
$230K +$190K +700 +6%
NPI
4424
New Perspectives Inc
Mississippi
$230K +$57.3K +211 +31%
TSA
4425
Tri-Star Advisors
Texas
$225K -$142K -524 -38%
175 176
177
178 179