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Name Holding Trade Value Shares
Change 		Change in
Stake
CMAI
4126
Capital Management Associates Inc
Minnesota
$1.63M +$424K +2,433 +39%
SFG
4127
Sather Financial Group
Texas
$1.63M -$164K -942 -10%
CFFP
4128
Center for Financial Planning
Michigan
$1.63M +$49K +281 +3%
MF
4129
Midwestern Financial
Iowa
$1.62M – – –
SA
4130
Stewardship Advisors
Pennsylvania
$1.62M +$32.8K +188 +2%
WMN
4131
Wealth Management Nebraska
Nebraska
$1.62M -$29.3K -168 -2%
BP
4132
BBR Partners
New York
$1.62M +$266K +1,527 +21%
SAMT
4133
Select Asset Management & Trust
Pennsylvania
$1.61M -$87.2K -500 -5%
WIC
4134
WealthBridge Investment Counsel
Alberta, Canada
$1.61M – – –
B
4135
BetterWealth
California
$1.61M -$1.79M -10,265 -54%
CWMS
4136
Cannon Wealth Management Services
North Carolina
$1.61M -$24.6K -141 -2%
KA
4137
KDT Advisors
New York
$1.61M -$13.1K -75 -0.9%
MCM
4138
Mattern Capital Management
Colorado
$1.61M +$103K +590 +7%
HKAM
4139
Horizon Kinetics Asset Management
New York
$1.61M -$2.11M -12,100 -58%
TCM
4140
Towercrest Capital Management
Pennsylvania
$1.61M +$242K +1,391 +19%
PA
4141
Prossimo Advisors
California
$1.61M -$5.49M -31,483 -79%
GCL
4142
Gouws Capital LLC
North Carolina
$1.6M +$113K +651 +8%
SIM
4143
Spark Investment Management
New York
$1.6M -$872K -5,000 -37%
BAM
4144
BOCHK Asset Management
Hong Kong
$1.6M +$802K +4,600 +115%
HWA
4145
HMV Wealth Advisors
Louisiana
$1.6M +$349 +2 +0%
WA
4146
Whipplewood Advisors
Colorado
$1.6M -$1.94M -11,138 -57%
AWA
4147
Archvest Wealth Advisors
California
$1.6M -$141K -809 -9%
STA
4148
Smith Thornton Advisors
Alabama
$1.6M +$60.3K +346 +4%
MFG
4149
Mosaic Financial Group
Illinois
$1.59M – – –
ACA
4150
Affinity Capital Advisors
California
$1.59M +$41.8K +240 +3%
164 165
166
167 168