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Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
6226
Allodium Investment Consultants
Minnesota
$224K +$10K +20 +5%
FEG
6227
Fund Evaluation Group
Ohio
$224K +$233K +464 New
FA
6228
FC Advisory
Pennsylvania
$221K – – –
NPAN
6229
Northeast Planning Associates NH
New Hampshire
$220K – – –
MAV
6230
Mason & Associates (Virginia)
Virginia
$219K +$14K +28 +7%
TFP
6231
TrueWealth Financial Partners
Washington
$219K -$3.25M -6,491 -93%
MFG
6232
Macco Financial Group
Wisconsin
$219K +$227K +452 New
KG
6233
Kieckhefer Group
Wisconsin
$218K +$226K +450 New
LFS
6234
Leibman Financial Services
Nebraska
$217K -$1.29M -2,584 -85%
MGI
6235
MayTech Global Investments
New York
$217K – – –
GFG
6236
Genesis Financial Group
New Jersey
$215K +$223K +445 New
SG
6237
Sherry Group
Arkansas
$215K +$221K +441 New
MGI
6238
Miller Global Investments
Texas
$214K +$222K +443 New
RWA
6239
Reicon Wealth Advisors
Georgia
$214K +$221K +442 New
GFA
6240
Grunden Financial Advisory
Texas
$213K -$84.7K -169 -28%
BCM
6241
Brown Capital Management
Maryland
$212K -$220K -439 -50%
LC
6242
LTG Capital
Massachusetts
$212K – – –
DEM
6243
Disciplined Equity Management
Florida
$211K – – –
BCIM
6244
Bishop & Co Investment Management
Pennsylvania
$211K – – –
BBFA
6245
Brindle & Bay Financial Advisors
Texas
$210K +$218K +435 New
KMC
6246
Kirr Marbach & Co
Indiana
$210K – – –
GL
6247
GHE LLC
Tennessee
$210K +$218K +435 New
SWM
6248
Selby Wealth Management
California
$210K +$218K +435 New
BAWC
6249
Boyce & Associates Wealth Consulting
Texas
$210K +$501 +1 +0.2%
S
6250
ShariaPortfolio
Florida
$209K -$5.01K -10 -2%
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