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Name Holding Trade Value Shares
Change 		Change in
Stake
FCFC
3651
First Citizens Financial Corp
Iowa
$306K -$75.5K -1,630 -21%
GCL
3652
Gouws Capital LLC
North Carolina
$305K – – –
BDS
3653
Banco de Sabadell
Florida
$304K -$39.9K -860 -12%
GWM
3654
GoalFusion Wealth Management
Texas
$304K – – –
GFWA
3655
Grey Fox Wealth Advisors
Delaware
$304K +$284K +6,130 New
TWG
3656
The Wealth Group
Minnesota
$304K +$206K +4,450 New
WIM
3657
Warwick Investment Management
Texas
$304K +$284K +6,130 New
PCI
3658
Planning Center Inc
Illinois
$302K +$283K +6,100 New
LI
3659
Lafayette Investments
Maryland
$302K +$23.2K +500 +9%
UFA
3660
US Financial Advisors
Massachusetts
$302K +$13.9K +300 +5%
DWM
3661
Dechtman Wealth Management
Colorado
$302K +$283K +6,100 New
BA
3662
Ballew Advisors
Mississippi
$301K +$247K +5,330 New
EWA
3663
Evolution Wealth Advisors
Florida
$301K -$24.6K -530 -8%
WIP
3664
WealthCare Investment Partners
Rhode Island
$301K +$31.1K +670 +13%
SC
3665
Saiph Capital
New Jersey
$300K +$281K +6,060 New
LRIA
3666
Leonard Rickey Investment Advisors
Washington
$300K +$4.17K +90 +2%
PIM
3667
Platinum Investment Management
Australia
$299K – – –
BI
3668
Ballast Inc
Kentucky
$298K +$279K +6,010 New
VCM
3669
Versant Capital Management
Arizona
$298K +$38K +820 +16%
BMO
3670
Beck Mack & Oliver
New York
$297K – – –
RC
3671
Reik & Co
New York
$297K – – –
CGPCS
3672
Capital Group Private Client Services
California
$297K – – –
OFA
3673
Oak Family Advisors
Illinois
$297K +$2.32K +50 +0.8%
ODG
3674
O'Dell Group
Ohio
$296K +$26.4K +570 +11%
AM
3675
Atwater Malick
Pennsylvania
$296K -$9.73K -210 -3%
145 146
147
148 149