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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
5026
HRC Wealth Management
Idaho
$399K +$17K +42 +5%
LFG
5027
Leverty Financial Group
Wisconsin
$399K +$17.4K +43 +5%
ICMP
5028
Integrated Capital Management (Pennsylvania)
Pennsylvania
$399K -$15K -37 -4%
GS
5029
Gagnon Securities
New York
$398K +$4.05K +10 +1%
AC
5030
AIFG Consultants
New York
$397K -$30.4K -75 -7%
SAM
5031
Simplify Asset Management
Nevada
$396K -$45.3K -112 -11%
ACA
5032
American Capital Advisory
Idaho
$394K -$277K -684 -33%
KPPF
5033
Klein Pavlis & Peasley Financial
California
$394K +$31.6K +78 +9%
DK
5034
David Kennon
Florida
$393K +$35.2K +87 +10%
M
5035
MYeCFO
California
$393K +$21.1K +52 +6%
SA
5036
Sicart Associates
New York
$390K – – –
SPIA
5037
Strategic Point Investment Advisors
Rhode Island
$387K -$8.1K -20 -2%
LFGH
5038
Lee Financial Group Hawaii
Hawaii
$387K – – –
HFA
5039
Highland Financial Advisors
New Jersey
$386K +$24.3K +60 +7%
LWP
5040
Laurel Wealth Planning
Minnesota
$384K -$45.3K -112 -11%
FEG
5041
Fund Evaluation Group
Ohio
$382K +$368K +909 New
SWMG
5042
Sanchez Wealth Management Group
Florida
$381K +$405 +1 +0.1%
CCMIC
5043
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$379K -$49K -121 -12%
EA
5044
Ergawealth Advisors
Illinois
$379K +$5.26K +13 +1%
RP
5045
Reinhart Partners
Wisconsin
$379K – – –
UID
5046
Union Investments & Development
Israel
$379K – – –
AFCM
5047
Applied Finance Capital Management
Puerto Rico
$378K -$120K -296 -25%
LG
5048
LAM Group
Oregon
$378K – – –
BFP
5049
Briaud Financial Planning
Texas
$378K +$364K +898 New
CP
5050
Camelot Portfolios
Ohio
$377K -$231K -570 -39%
200 201
202
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