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Name Holding Trade Value Shares
Change 		Change in
Stake
MWML
6101
M Wealth Management LLC
California
$333K – – –
KFSN
6102
Keystone Financial Services (Nebraska)
Nebraska
$332K +$3.01K +6 +0.9%
PFA
6103
Portland Financial Advisors
New York
$331K – – –
EG
6104
Ellerson Group
Maryland
$329K – – –
RVM
6105
Robinson Value Management
Texas
$329K – – –
IIM
6106
IFC & Insurance Marketing
California
$327K +$339K +676 New
SWM
6107
Stapp Wealth Management
Washington
$327K – – –
ACM
6108
Altrius Capital Management
North Carolina
$326K +$23.1K +46 +7%
EI
6109
eCIO Inc
Wisconsin
$326K -$82.2K -164 -20%
LRI
6110
Linden Rose Investment
Texas
$326K +$337K +673 New
DGI
6111
Disciplined Growth Investors
Minnesota
$325K – – –
MCRM
6112
Midway Capital Research & Management
Illinois
$323K +$334K +667 New
YWM
6113
Yardley Wealth Management
Pennsylvania
$322K -$62.6K -125 -16%
LJCM
6114
Lee Johnson Capital Management
Texas
$321K -$7.02K -14 -2%
PFA
6115
Pinnacle Family Advisors
Missouri
$321K -$35.1K -70 -10%
BFS
6116
Bare Financial Services
Pennsylvania
$321K +$132K +263 +66%
PGWA
6117
Plus Group Wealth Advisors
Wisconsin
$320K +$332K +662 New
SW
6118
Schulz Wealth
Texas
$317K +$2K +4 +0.6%
LAMC
6119
Longview Asset Management (California)
California
$314K – – –
RWA
6120
Redmont Wealth Advisors
Illinois
$314K -$217K -434 -40%
PMIM
6121
Prudent Man Investment Management
Colorado
$314K +$64.6K +129 +25%
SC
6122
Skylands Capital
Wisconsin
$312K +$12.5K +25 +4%
AAG
6123
Accordant Advisory Group
Maryland
$311K -$10K -20 -3%
1GI
6124
180 GPS Investments
$311K +$322K +643 New
HA
6125
HC Advisors
Georgia
$310K -$2.51K -5 -0.8%
243 244
245
246 247