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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
5276
CGC Financial Services
Oregon
$920K – – –
SAM
5277
Sequent Asset Management
Texas
$919K – – –
CFGF
5278
Compass Financial Group (Florida)
Florida
$919K -$4.59K -9 -0.5%
ACM
5279
Avos Capital Management
Washington
$912K +$287K +562 +47%
CFG
5280
Cornerstone Financial Group
Nebraska
$911K -$11.7K -23 -1%
NI
5281
NCP Inc
California
$910K +$510 +1 +0.1%
SWA
5282
ShankerValleau Wealth Advisors
Illinois
$910K – – –
BFA
5283
Bluestem Financial Advisors
Illinois
$909K -$57.1K -112 -6%
KPF
5284
K2 Principal Fund
Ontario, Canada
$906K +$893K +1,750 New
LWA
5285
LifeGoal Wealth Advisors
New York
$906K +$24K +47 +3%
SPI
5286
Strategic Planning Inc
Ohio
$905K +$127K +248 +17%
RFA
5287
RTD Financial Advisors
Pennsylvania
$897K +$30.1K +59 +4%
AC
5288
Avant Capital
Louisiana
$894K +$8.16K +16 +0.9%
KG
5289
Kilter Group
New York
$891K +$60.2K +118 +7%
NAMA
5290
Nikko Asset Management Americas
New York
$886K +$39.3K +77 +5%
RWM
5291
RMG Wealth Management
Wisconsin
$886K – – –
HA
5292
HFG Advisors
Ohio
$885K +$25.5K +50 +3%
GWM
5293
Global Wealth Management
New Jersey
$882K +$1.53K +3 +0.2%
GC
5294
Giverny Capital
Quebec, Canada
$882K -$306K -600 -26%
TCM
5295
TT Capital Management
California
$882K -$66.8K -131 -7%
KIM
5296
Karpus Investment Management
New York
$881K – – –
DWS
5297
Dynamic Wealth Strategies
California
$881K +$125K +246 +17%
CCM
5298
Cutler Capital Management
Massachusetts
$880K +$12.8K +25 +1%
TSS
5299
Thomas Story & Son
Indiana
$878K -$102K -200 -11%
PCMM
5300
Piedmont Capital Management (Montana)
Montana
$878K -$53.1K -104 -6%
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212
213 214