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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
4001
RMR Capital Management
California
$333K +$267K +3,690 New
CPCM
4002
Cardinal Point Capital Management
Ontario, Canada
$333K +$267K +3,680 New
FFG
4003
Foundry Financial Group
New Hampshire
$333K +$267K +3,680 New
SPI
4004
Santori & Peters Inc
Pennsylvania
$333K +$267K +3,680 New
WFG
4005
Wills Financial Group
Virginia
$333K +$267K +3,680 New
PI
4006
Pachira Investments
California
$332K -$283K -3,900 -52%
MPCA
4007
Madison Park Capital Advisors
Washington
$331K +$265K +3,660 New
PIM
4008
Paradice Investment Management
Colorado
$331K +$265K +3,660 New
OFG
4009
OmniStar Financial Group
North Carolina
$330K +$265K +3,650 New
PWA
4010
Peterson Wealth Advisors
Utah
$327K -$86.3K -1,190 -25%
CFO
4011
Custos Family Office
Texas
$327K +$262K +3,620 New
FGG
4012
Financial Guidance Group
Florida
$325K +$261K +3,600 New
LG
4013
LaFleur & Godfrey
Michigan
$325K +$261K +3,600 New
BAM
4014
Bellevue Asset Management
Washington
$324K +$5.8K +80 +2%
HIA
4015
HTG Investment Advisors
Connecticut
$324K -$39.9K -550 -13%
LFA
4016
Level Financial Advisors
New York
$324K +$36.2K +500 +16%
PSB
4017
Piscataqua Savings Bank
New Hampshire
$324K -$725 -10 -0.3%
HA
4018
HFG Advisors
Ohio
$323K +$259K +3,580 New
TLFA
4019
True Link Financial Advisors
California
$322K +$258K +3,560 New
CCM
4020
Carlson Capital Management
Minnesota
$322K -$2.05M -28,330 -89%
CWA
4021
Continuum Wealth Advisors
New York
$321K +$257K +3,550 New
NEPPG
4022
New England Professional Planning Group
Rhode Island
$321K +$257K +3,550 New
FFWM
4023
Future Financial Wealth Management
Ohio
$318K +$255K +3,520 New
FMTC
4024
Farmers & Merchants Trust Company
California
$317K +$254K +3,510 New
ACM
4025
Argyle Capital Management
Pennsylvania
$316K +$254K +3,500 New
159 160
161
162 163