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Name Holding Trade Value Shares
Change 		Change in
Stake
RGF
2726
Retirement Guys Formula
Ohio
$381K -$672K -31,040 -69%
JAM
2727
JCIC Asset Management
Ontario, Canada
$380K -$29.4K -1,360 -9%
NFG
2728
Northeast Financial Group
Pennsylvania
$379K -$109K -5,030 -21%
NAMM
2729
NorthStar Asset Management (Massachusetts)
Massachusetts
$379K -$8.66K -400 -3%
PVAMC
2730
PPS&V Asset Management Consultants
Michigan
$378K +$295K +13,610 New
SRC
2731
Shufro Rose & Co
New York
$377K -$105K -4,840 -26%
JFG
2732
JDM Financial Group
Texas
$377K +$216 +10 +0.1%
RA
2733
Rise Advisors
New York
$376K – – –
MWP
2734
Meridian Wealth Partners
Pennsylvania
$376K +$293K +13,520 New
JFA
2735
JNBA Financial Advisors
Minnesota
$375K -$12.1K -560 -4%
WWM
2736
Windsor Wealth Management
Indiana
$375K -$33.3K -1,540 -10%
KBFS
2737
Kohmann Bosshard Financial Services
Ohio
$375K +$292K +13,500 New
KFA
2738
Kapstone Financial Advisors
Ohio
$374K – – –
CWM
2739
Centric Wealth Management
Illinois
$373K -$18K -830 -6%
CCP
2740
Clarkston Capital Partners
Michigan
$373K +$291K +13,430 New
TCMP
2741
Thrive Capital Management (Pennsylvania)
Pennsylvania
$371K +$293K +13,550 New
PFA
2742
Pinnacle Family Advisors
Missouri
$370K +$288K +13,330 New
PIM
2743
Progressive Investment Management
Oregon
$370K +$288K +13,320 New
SL
2744
Sentinus LLC
Illinois
$370K +$288K +13,320 New
SW
2745
Solidarity Wealth
Utah
$370K +$288K +13,310 New
WF
2746
WoodTrust Financial
Wisconsin
$369K +$287K +13,280 New
PSP
2747
Pacific Sage Partners
Washington
$368K -$136K -6,300 -32%
LD
2748
Lipe & Dalton
New York
$367K -$21.6K -1,000 -7%
BWM
2749
BlackDiamond Wealth Management
New York
$366K -$24.9K -1,150 -8%
NAG
2750
Northstar Advisory Group
New Jersey
$366K +$285K +13,170 New
108 109
110
111 112