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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
4176
Clayton Financial Group
Missouri
$237K +$191K +2,630 New
GAM
4177
Garrison Asset Management
Arkansas
$237K +$190K +2,620 New
LAM
4178
Lakewood Asset Management
Illinois
$236K +$189K +2,610 New
AC
4179
AIFG Consultants
New York
$236K +$189K +2,610 New
AAG
4180
Avalon Advisory Group
Pennsylvania
$236K +$189K +2,610 New
WF
4181
Warner Financial
Maryland
$235K +$188K +2,600 New
AFTS
4182
American Financial & Tax Strategies
New York
$235K +$188K +2,600 New
RG
4183
Renaissance Group
Kentucky
$235K +$188K +2,600 New
ATIA
4184
American Trust Investment Advisors
New Hampshire
$234K +$188K +2,590 New
CFCI
4185
Comprehensive Financial Consultants Institutional
Indiana
$234K +$188K +2,590 New
5SA
4186
5th Street Advisors
Connecticut
$233K +$187K +2,580 New
AWP
4187
Accretive Wealth Partners
New Jersey
$232K +$189K +2,610 New
JF
4188
Joule Financial
Kentucky
$230K -$450K -6,210 -71%
AWA
4189
Authentikos Wealth Advisory
California
$230K +$184K +2,540 New
EGWAG
4190
Elwood & Goetz Wealth Advisory Group
Georgia
$230K +$184K +2,540 New
RPA
4191
Rock Point Advisors
Vermont
$230K +$184K +2,540 New
SWM
4192
Sterling Wealth Management
Illinois
$230K +$184K +2,540 New
AC
4193
AWM Capital
Arizona
$229K +$183K +2,530 New
2L
4194
25 LLC
Missouri
$228K +$183K +2,520 New
EFG
4195
Ehrlich Financial Group
California
$228K +$183K +2,520 New
FWM
4196
Fortress Wealth Management
California
$228K +$183K +2,520 New
AW
4197
Avion Wealth
Texas
$227K +$21K +290 +13%
PK
4198
Pflug Koory
Nebraska
$226K -$18.1K -250 -9%
LFA
4199
LGT Financial Advisors
Texas
$223K +$167K +2,300 +1,353%
GIM
4200
Gold Investment Management
Alberta, Canada
$223K +$5.8K +80 +3%
166 167
168
169 170