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Name Holding Trade Value Shares
Change 		Change in
Stake
UFF
4601
USA Financial Formulas
Michigan
$442K +$458K +1,386 +9,900%
OFG
4602
OmniStar Financial Group
North Carolina
$442K -$109K -329 -19%
LAM
4603
Lifestyle Asset Management
Texas
$440K +$165K +500 +56%
MS
4604
Mizuho Securities
Japan
$436K -$995K -3,010 -69%
TLFA
4605
True Link Financial Advisors
California
$432K +$28.7K +87 +7%
MA
4606
Mosaic Advisors
Texas
$431K -$2.32M -7,034 -84%
AC
4607
Applied Capital
Arkansas
$430K +$21.8K +66 +5%
LTL
4608
Lowery Thomas LLC
California
$425K +$661 +2 +0.1%
LIM
4609
Lagoda Investment Management
New York
$418K -$66.1K -200 -13%
RI
4610
Rinkey Investments
California
$417K -$91.5K -277 -17%
TDC
4611
Thompson Davis & Co
Virginia
$417K +$17.2K +52 +4%
KTA
4612
Keeley-Teton Advisors
Illinois
$416K – – –
MFG
4613
Mendota Financial Group
Wisconsin
$415K -$52.2K -158 -11%
CCM
4614
Crabel Capital Management
California
$414K +$434K +1,312 New
CRG
4615
Cornerstone Retirement Group
Nevada
$412K -$1.19M -3,592 -73%
AI
4616
Arrien Investments
Idaho
$410K -$11.9K -36 -3%
CPCM
4617
Cardinal Point Capital Management
Ontario, Canada
$409K +$428K +1,295 New
RWG
4618
Regal Wealth Group
California
$408K -$11.6K -35 -3%
RH
4619
RFG Holdings
Texas
$407K +$426K +1,290 New
T
4620
TrueFG
Texas
$406K – – –
FCT
4621
Family Capital Trust
Massachusetts
$405K -$33K -100 -7%
GFWA
4622
Grey Fox Wealth Advisors
Delaware
$404K -$11.6K -35 -3%
BWL
4623
Beacon Wealthcare LLC
North Carolina
$402K -$661 -2 -0.2%
WFC
4624
Western Financial Corp
California
$401K +$84.3K +255 +25%
HC
4625
Hoese & Co
Minnesota
$401K -$122K -370 -23%
183 184
185
186 187