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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGF
5051
Compass Financial Group (Florida)
Florida
$325K – – –
LFA
5052
LifeGuide Financial Advisors
Pennsylvania
$325K – – –
VWA
5053
Valued Wealth Advisors
Utah
$323K +$364K +1,024 New
KPPF
5054
Klein Pavlis & Peasley Financial
California
$323K +$306K +859 New
HFA
5055
Highland Financial Advisors
New Jersey
$323K -$2.14K -6 -0.7%
RHJA
5056
Rice Hall James & Associates
California
$321K – – –
CEI
5057
Clark Estates Inc
New York
$321K – – –
DK
5058
David Kennon
Florida
$319K – – –
SIAS
5059
Summit Investment Advisory Services
Minnesota
$318K +$301K +845 New
NL
5060
NDWM LLC
California
$314K +$298K +836 New
VCG
5061
Vantage Consulting Group
Virginia
$314K -$50.5K -142 -15%
WC
5062
Wexford Capital
Florida
$312K -$539K -1,514 -65%
HWA
5063
Hillcrest Wealth Advisors
New Jersey
$308K +$356 +1 +0.1%
MWM
5064
Maltin Wealth Management
New Jersey
$306K -$7.47K -21 -3%
NHFG
5065
New Harbor Financial Group
Massachusetts
$303K -$24.9K -70 -8%
HF
5066
Halpern Financial
Virginia
$302K +$36.3K +102 +14%
BWM
5067
Biltmore Wealth Management
Arizona
$301K +$356 +1 +0.1%
LWAM
5068
Legacy Wealth Asset Management
Minnesota
$301K – – –
WAM
5069
WFA Asset Management
Wisconsin
$301K +$62.3K +175 +28%
WFS
5070
Weitzel Financial Services
Iowa
$299K – – –
MCA
5071
Maryland Capital Advisors
Maryland
$297K – – –
SC
5072
Sykon Capital
New York
$296K – – –
PWG
5073
Private Wealth Group
Florida
$295K +$279K +784 New
SF
5074
SWP Financial
California
$295K +$279K +784 New
ACM
5075
Altrius Capital Management
North Carolina
$294K +$17.1K +48 +7%
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