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Name Holding Trade Value Shares
Change 		Change in
Stake
GPI
4001
General Partner Inc
Pennsylvania
$1.52M – – –
PHIC
4002
Pine Haven Investment Counsel
Massachusetts
$1.52M – – –
ACP
4003
Arcus Capital Partners
Georgia
$1.52M +$292K +2,320 +32%
GWAG
4004
Garrett Wealth Advisory Group
Texas
$1.52M +$329K +2,616 +37%
LWM
4005
Lionshead Wealth Management
New York
$1.52M +$58.3K +463 +5%
RP
4006
Riverwater Partners
Wisconsin
$1.52M +$178K +1,417 +17%
ORC
4007
O'Rourke & Company
Massachusetts
$1.51M +$36.9K +293 +3%
WP
4008
Wealthspan Partners
Iowa
$1.51M +$38.6K +307 +3%
WCM
4009
Weik Capital Management
Pennsylvania
$1.51M +$512K +4,068 +74%
BCI
4010
Blue Capital Inc
Nebraska
$1.51M +$1.2M +9,559 New
CWAF
4011
Core Wealth Advisors (Florida)
Florida
$1.51M +$94.3K +749 +9%
LC
4012
Landaas & Company
Wisconsin
$1.51M +$288K +2,287 +31%
HTWM
4013
Hartmann Taylor Wealth Management
Texas
$1.51M -$73.7K -586 -6%
AZ
4014
Alpha Zero
Florida
$1.51M +$106K +841 +10%
MCM
4015
Magnolia Capital Management
New York
$1.51M – – –
RF
4016
RHS Financial
California
$1.51M -$99.2K -788 -8%
MSRI
4017
Michael S. Ryan Inc
New York
$1.5M -$165K -1,311 -12%
MSA
4018
Marino Stram & Associates
Massachusetts
$1.5M +$16.5K +131 +1%
BFG
4019
Birch Financial Group
New Hampshire
$1.5M -$158K -1,258 -12%
YWM
4020
Yoder Wealth Management
California
$1.5M +$188K +1,496 +19%
CPW
4021
Catalyst Private Wealth
California
$1.5M -$152K -1,208 -11%
QCM
4022
Qsemble Capital Management
New York
$1.5M +$1.19M +9,467 New
FCM
4023
Fogel Capital Management
Florida
$1.49M +$6.54K +52 +0.6%
BA
4024
Ballew Advisors
Mississippi
$1.49M +$141K +1,117 +14%
FFS
4025
Flavin Financial Services
Florida
$1.49M -$291K -2,310 -20%
159 160
161
162 163