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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
3901
SGL Investment Advisors
Montana
$753K +$606K +5,134 New
CWM
3902
Concentric Wealth Management
California
$750K -$248K -2,097 -25%
FWM
3903
Foguth Wealth Management
Michigan
$750K -$945 -8 -0.1%
PI
3904
Pachira Investments
California
$749K +$129K +1,093 +22%
GCM
3905
Gallacher Capital Management
Colorado
$748K -$246K -2,084 -25%
CPW
3906
Crestmont Private Wealth
Texas
$747K – – –
CW
3907
Code Waechter
Florida
$747K +$726K +6,148 New
JGIA
3908
Jackson Grant Investment Advisers
Connecticut
$742K – – –
EBSAM
3909
Eubel Brady & Suttman Asset Management
Ohio
$742K -$70.9K -600 -9%
CGF
3910
Constant Guidance Financial
Massachusetts
$741K +$397K +3,360 +123%
UFA
3911
US Financial Advisors
Massachusetts
$739K -$20.6K -174 -3%
CWA
3912
Cornerstone Wealth Advisors
Minnesota
$738K – – –
GWAG
3913
Garrett Wealth Advisory Group
Texas
$738K +$26.6K +225 +4%
RC
3914
Reik & Co
New York
$736K – – –
PIA
3915
Panoramic Investment Advisors
Colorado
$735K +$715K +6,055 New
GCL
3916
Gouws Capital LLC
North Carolina
$735K – – –
GC
3917
Guidance Capital
Kentucky
$734K -$12.2K -103 -2%
WIP
3918
WealthCare Investment Partners
Rhode Island
$734K -$89.9K -761 -12%
MC
3919
Marest Capital
California
$732K -$28.8K -244 -4%
LRIA
3920
Leonard Rickey Investment Advisors
Washington
$731K +$35.3K +299 +5%
KAM
3921
Knightsbridge Asset Management
California
$731K +$237K +2,009 +50%
VFIC
3922
Valley Forge Investment Consultants
Pennsylvania
$731K +$123K +1,038 +21%
TTWM
3923
TCV Trust & Wealth Management
Virginia
$729K +$169K +1,430 +31%
BI
3924
Bramshill Investments
Florida
$729K +$236K +2,000 +50%
IVP
3925
Intrinsic Value Partners
Arizona
$729K +$295K +2,500 +71%
155 156
157
158 159