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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
4401
Burkett Financial Services
South Carolina
$583K +$16.5K +130 +2%
RI
4402
Rinkey Investments
California
$583K -$46.4K -366 -6%
BDFN
4403
Bond & Devick Financial Network
Minnesota
$582K +$60.2K +475 +10%
HFRG
4404
Houlihan Financial Resource Group
Virginia
$582K -$11.8K -93 -2%
PPWM
4405
PFG Private Wealth Management
Florida
$582K -$48.2K -380 -7%
AFG
4406
Altiora Financial Group
Ohio
$581K +$12.5K +99 +2%
DA
4407
Dover Advisors
Virginia
$580K +$311K +2,452 +85%
MLA
4408
MB, Levis & Associates
Pennsylvania
$579K – – –
MAP
4409
Moody Aldrich Partners
Massachusetts
$579K -$7.35K -58 -1%
TLFA
4410
True Link Financial Advisors
California
$578K +$416K +3,280 +160%
IMC
4411
Investment Management Corporation
Virginia
$577K +$126K +995 +23%
CIC
4412
Cutler Investment Counsel
Oregon
$576K +$47K +371 +8%
WIP
4413
WealthCare Investment Partners
Rhode Island
$576K -$69.2K -546 -8%
AA
4414
AF Advisors
California
$576K +$3.8K +30 +0.6%
EL
4415
EQ LLC
Washington
$574K – – –
MFG
4416
Midwest Financial Group
Kansas
$574K -$23.4K -185 -3%
CWA
4417
Clearview Wealth Advisors
Oregon
$571K -$188K -1,486 -22%
FPTW
4418
Franklin, Parlapiano, Turner & Welch
Texas
$569K – – –
KG
4419
Kilter Group
New York
$569K -$14.8K -117 -2%
AWAP
4420
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$569K -$588K -4,640 -47%
PM
4421
Penbrook Management
New York
$566K +$662K +5,223 New
DSA
4422
Droms Strauss Advisors
Missouri
$566K -$75K -592 -10%
AGA
4423
Arkos Global Advisors
Texas
$564K +$176K +1,387 +36%
WFPG
4424
Waller Financial Planning Group
Ohio
$564K +$149K +1,176 +29%
OGF
4425
Orin Green Financial
California
$563K +$737K +5,812 New
175 176
177
178 179