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Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
5751
Valley Financial Group
Pennsylvania
$517K -$185K -442 -24%
CCAM
5752
Crystal Cove Asset Management
California
$516K +$583K +1,394 New
CFGSD
5753
Compass Financial Group (South Dakota)
South Dakota
$515K +$195K +466 +50%
GWA
5754
Genesis Wealth Advisors
Massachusetts
$513K – – –
BFP
5755
Briaud Financial Planning
Texas
$513K – – –
SWM
5756
Sherman Wealth Management
Maryland
$512K – – –
DFG
5757
Dynamic Financial Group
Iowa
$511K +$32.6K +78 +6%
SMF
5758
Sterling Manor Financial
New York
$510K -$163K -390 -22%
MM
5759
MQS Management
New York
$510K +$577K +1,378 New
BGAI
5760
Bruce G. Allen Investments
Colorado
$510K -$27.6K -66 -5%
MFG
5761
MTM Financial Group
Pennsylvania
$508K +$35.6K +85 +7%
OKSA
5762
O'Keefe Stevens Advisory
New York
$508K – – –
TPWM
5763
Torrey-Payne Wealth Management
California
$508K +$10.5K +25 +2%
LFG
5764
Lockerman Financial Group
California
$506K -$18K -43 -3%
EP
5765
E6 Portfolios
Utah
$505K -$67K -160 -10%
JESC
5766
J.E. Simmons & Co
Texas
$505K -$22.2K -53 -4%
DFG
5767
DiPaolo Financial Group
Florida
$505K +$95.8K +229 +20%
FAM
5768
Fenimore Asset Management
New York
$503K – – –
TCTWM
5769
Three Cord True Wealth Management
Pennsylvania
$501K +$78.7K +188 +16%
GG
5770
GenWealth Group
New Jersey
$501K +$126K +302 +29%
PF
5771
Prota Financial
Texas
$500K -$39.8K -95 -7%
OAP
5772
One Advisory Partners
Kansas
$500K -$3.77K -9 -0.7%
LWA
5773
Ledgewood Wealth Advisors
New Hampshire
$499K – – –
WCM
5774
Washington Capital Management
Washington
$498K +$563K +1,345 New
AWM
5775
Altus Wealth Management
Kentucky
$496K -$27.6K -66 -5%
229 230
231
232 233