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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
6001
Biltmore Wealth Management
Arizona
$299K +$418 +1 +0.1%
LFA
6002
LifeGuide Financial Advisors
Pennsylvania
$299K – – –
APW
6003
Atlantic Private Wealth
North Carolina
$299K -$83.3K -199 -20%
PFO
6004
Pioneer Family Office
Florida
$298K -$62.8K -150 -16%
PVAMC
6005
PPS&V Asset Management Consultants
Michigan
$297K -$5.44K -13 -2%
BIA
6006
Barry Investment Advisors
Massachusetts
$296K +$1.25K +3 +0.4%
NHFG
6007
New Harbor Financial Group
Massachusetts
$295K -$72K -172 -18%
SF
6008
SageOak Financial
Oklahoma
$295K – – –
MRP
6009
Measured Risk Portfolios
California
$293K -$99.6K -238 -23%
SFA
6010
Spectrum Financial Alliance
Kentucky
$293K +$8.79K +21 +3%
GF
6011
Goodman Financial
Texas
$291K – – –
NA
6012
Nottingham Advisors
New York
$291K – – –
MAM
6013
Mullooly Asset Management
New Jersey
$291K – – –
RHJA
6014
Rice Hall James & Associates
California
$290K – – –
TF
6015
Theory Financial
Colorado
$289K +$28.9K +69 +10%
WLG
6016
Williamson Legacy Group
Indiana
$289K -$74.5K -178 -19%
KFGG
6017
Keystone Financial Group (Georgia)
Georgia
$288K – – –
TF
6018
TME Financial
California
$288K +$326K +778 New
KC
6019
Kinloch Capital
Virginia
$287K -$16.7K -40 -5%
OAM
6020
Oxford Asset Management
United Kingdom
$287K +$324K +775 New
CAM
6021
Clarity Asset Management
Iowa
$286K +$418 +1 +0.1%
RW
6022
Ridgeline Wealth
Arizona
$286K +$11.7K +28 +4%
SF
6023
SWP Financial
California
$286K -$8.37K -20 -3%
CCM
6024
Causeway Capital Management
California
$286K -$80.8K -193 -20%
GWMT
6025
Guardian Wealth Management (Tennessee)
Tennessee
$283K +$9.62K +23 +3%
239 240
241
242 243