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Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
4001
EPIQ Capital Group
California
$334K +$268K +3,700 New
MF
4002
Meridian Financial
Massachusetts
$334K +$268K +3,700 New
WC
4003
Wexford Capital
Florida
$334K +$268K +3,700 New
RCM
4004
RMR Capital Management
California
$333K +$267K +3,690 New
CPCM
4005
Cardinal Point Capital Management
Ontario, Canada
$333K +$267K +3,680 New
FFG
4006
Foundry Financial Group
New Hampshire
$333K +$267K +3,680 New
SPI
4007
Santori & Peters Inc
Pennsylvania
$333K +$267K +3,680 New
WFG
4008
Wills Financial Group
Virginia
$333K +$267K +3,680 New
PI
4009
Pachira Investments
California
$332K -$283K -3,900 -52%
MPCA
4010
Madison Park Capital Advisors
Washington
$331K +$265K +3,660 New
PIM
4011
Paradice Investment Management
Colorado
$331K +$265K +3,660 New
OFG
4012
OmniStar Financial Group
North Carolina
$330K +$265K +3,650 New
PWA
4013
Peterson Wealth Advisors
Utah
$327K -$86.3K -1,190 -25%
CFO
4014
Custos Family Office
Texas
$327K +$262K +3,620 New
FGG
4015
Financial Guidance Group
Florida
$325K +$261K +3,600 New
LG
4016
LaFleur & Godfrey
Michigan
$325K +$261K +3,600 New
BAM
4017
Bellevue Asset Management
Washington
$324K +$5.8K +80 +2%
HIA
4018
HTG Investment Advisors
Connecticut
$324K -$39.9K -550 -13%
LFA
4019
Level Financial Advisors
New York
$324K +$36.2K +500 +16%
PSB
4020
Piscataqua Savings Bank
New Hampshire
$324K -$725 -10 -0.3%
HA
4021
HFG Advisors
Ohio
$323K +$259K +3,580 New
TLFA
4022
True Link Financial Advisors
California
$322K +$258K +3,560 New
CCM
4023
Carlson Capital Management
Minnesota
$322K -$2.05M -28,330 -89%
CWA
4024
Continuum Wealth Advisors
New York
$321K +$257K +3,550 New
NEPPG
4025
New England Professional Planning Group
Rhode Island
$321K +$257K +3,550 New
159 160
161
162 163