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Name Holding Trade Value Shares
Change 		Change in
Stake
DCBT
4101
Dakota Community Bank & Trust
North Dakota
$276K -$16.7K -230 -7%
TFM
4102
Trademark Financial Management
Minnesota
$276K +$222K +3,060 New
FFA
4103
Fortune Financial Advisors
Kansas
$276K +$222K +3,060 New
FWA
4104
FSC Wealth Advisors
New York
$275K – – –
BSG
4105
Black Swift Group
Colorado
$275K +$220K +3,040 New
EU
4106
Emory University
Georgia
$275K +$220K +3,040 New
LIWM
4107
Long Island Wealth Management
New York
$274K -$312K -4,300 -59%
MWA
4108
Martel Wealth Advisors
Washington
$273K -$98.6K -1,360 -31%
SJGA
4109
Stephen J. Garry & Associates
New York
$273K +$219K +3,020 New
VWWMG
4110
Vermillion & White Wealth Management Group
Pennsylvania
$271K – – –
ACM
4111
Ashford Capital Management
Delaware
$271K +$217K +3,000 New
BWM
4112
Benchmark Wealth Management
Connecticut
$271K +$217K +3,000 New
JFG
4113
JMG Financial Group
Illinois
$271K +$217K +3,000 New
WTG
4114
West Tower Group
Virginia
$271K +$217K +3,000 New
WAM
4115
Wilsey Asset Management
California
$271K +$217K +3,000 New
VBFG
4116
Vishria Bird Financial Group
Tennessee
$271K +$217K +3,000 New
MIM
4117
Meridiem Investment Management
United Kingdom
$271K -$165K -2,280 -43%
GA
4118
Greytown Advisors
Florida
$270K +$216K +2,980 New
FWM
4119
ForthRight Wealth Management
Georgia
$269K +$216K +2,980 New
ACM
4120
Andina Capital Management
Utah
$269K -$140K -1,930 -39%
GTAM
4121
Global Trust Asset Management
Florida
$268K -$853K -11,770 -80%
FSG
4122
Financial Strategies Group
Michigan
$268K +$228K +3,140 New
PIN
4123
Prudent Investors Network
California
$268K +$215K +2,970 New
FSWA
4124
Financial Synergies Wealth Advisors
Texas
$267K +$1.45K +20 +0.7%
FFWA
4125
Forthright Family Wealth Advisory
Texas
$267K +$214K +2,950 New
163 164
165
166 167