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Name Holding Trade Value Shares
Change 		Change in
Stake
GG
4726
GenWealth Group
New Jersey
$241K – – –
HF
4727
Halpern Financial
Virginia
$240K -$45.4K -145 -17%
CWP
4728
Corepath Wealth Partners
Arizona
$239K +$217K +692 New
NEPPG
4729
New England Professional Planning Group
Rhode Island
$239K -$59.5K -190 -21%
GIM
4730
Greylin Investment Management
Virginia
$238K -$9.09K -29 -4%
JFG
4731
JDM Financial Group
Texas
$238K +$313 +1 +0.1%
SIAS
4732
Summit Investment Advisory Services
Minnesota
$236K +$217K +693 New
RCG
4733
Ruane, Cunniff & Goldfarb
New York
$236K +$217K +692 New
KAM
4734
Kraft Asset Management
Tennessee
$233K +$214K +684 New
VF
4735
Vista Finance
Missouri
$232K +$214K +682 New
SWA
4736
Safir Wealth Advisors
New Hampshire
$232K +$213K +680 New
SWM
4737
Stapp Wealth Management
Washington
$230K +$212K +676 New
FIS
4738
Fischer Investment Strategies
California
$229K +$211K +674 New
JCM
4739
J2 Capital Management
Michigan
$229K +$211K +673 New
DFC
4740
DBK Financial Counsel
Ohio
$228K +$210K +670 New
CAAM
4741
Cornerstone Advisors Asset Management
Pennsylvania
$227K +$209K +668 New
CM
4742
Cornerstone Management
Georgia
$224K +$11.9K +38 +6%
FFW
4743
Fusion Family Wealth
New York
$224K +$206K +657 New
JWM
4744
JFG Wealth Management
Colorado
$221K -$20.7K -66 -9%
TAM
4745
TCP Asset Management
Ohio
$221K +$203K +649 New
LBA
4746
Letko, Brosseau & Associates
Quebec, Canada
$221K +$203K +648 New
FPW
4747
Flagship Private Wealth
Massachusetts
$219K +$202K +644 New
SIAM
4748
Sterling Investment Advisors (Missouri)
Missouri
$219K +$202K +643 New
AAS
4749
Asset Allocation Strategies
Michigan
$218K +$201K +641 New
SA
4750
swisspartners Advisors
Switzerland
$218K +$201K +640 New
188 189
190
191 192