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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
5176
Spectrum Financial Alliance
Kentucky
$226K – – –
BWA
5177
BCU Wealth Advisors
Illinois
$224K +$215K +532 New
AFFA
5178
ALM First Financial Advisors
Texas
$223K +$215K +530 New
OAP
5179
One Advisory Partners
Kansas
$222K +$214K +528 New
GIS
5180
Grayhawk Investment Strategies
Alberta, Canada
$222K +$22.3K +55 +12%
RA
5181
Regis Acquisition
Colorado
$221K +$213K +525 New
BWA
5182
Brave Warrior Advisors
New York
$221K -$202K -500 -49%
RFP
5183
RCS Financial Planning
Maryland
$220K +$212K +523 New
SC
5184
Sinecera Capital
Texas
$219K +$211K +521 New
LWM
5185
Luminvest Wealth Management
Arizona
$214K – – –
EFP
5186
Envision Financial Planning
Tennessee
$213K +$205K +507 New
LA
5187
LPF Advisors
Florida
$212K -$61.5K -152 -23%
BHWM
5188
Bay Harbor Wealth Management
Maryland
$211K -$1.62K -4 -0.8%
WFS
5189
Weitzel Financial Services
Iowa
$211K -$127K -313 -39%
EFI
5190
EHP Funds Inc
Canada
$210K -$81K -200 -29%
CWP
5191
Corepath Wealth Partners
Arizona
$210K -$95.1K -235 -31%
SPA
5192
Shore Point Advisors
New Jersey
$208K +$200K +495 New
AA
5193
AF Advisors
California
$208K +$200K +494 New
PIC
5194
Portland Investment Counsel
Ontario, Canada
$207K -$44.5K -110 -5%
SCM
5195
Stonehearth Capital Management
Massachusetts
$207K -$72.1K -178 -27%
SCM
5196
Spring Capital Management
Texas
$206K +$198K +489 New
HWM
5197
HFR Wealth Management
New York
$205K +$198K +488 New
CWA
5198
Cornerstone Wealth Advisors
Minnesota
$203K -$40.5K -100 -17%
AG
5199
Algert Global
California
$202K -$349K -863 -64%
DEM
5200
Disciplined Equity Management
Florida
$181K -$229K -566 -57%
206 207
208
209 210