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Name Holding Trade Value Shares
Change 		Change in
Stake
ADBIC
4926
A.D. Beadell Investment Counsel
Wisconsin
$282K – – –
HFA
4927
Highland Financial Advisors
New Jersey
$282K +$289K +2,098 New
EFG
4928
Erickson Financial Group
Pennsylvania
$281K – – –
DI
4929
Disciplined Investors
Texas
$281K +$291K +2,109 New
AFA
4930
Alpha Financial Advisors
North Carolina
$281K +$8.96K +65 +3%
IWC
4931
Infinity Wealth Counsel
Ohio
$280K +$288K +2,087 New
SF
4932
SWP Financial
California
$280K +$2.89K +21 +1%
DCM
4933
Disciplina Capital Management
Tennessee
$279K – – –
PCMF
4934
Private Capital Management (Florida)
Florida
$278K -$3.45K -25 -1%
FA
4935
FC Advisory
Pennsylvania
$277K – – –
ODFS
4936
O'Donnell Financial Services
California
$277K – – –
SA
4937
Seneschal Advisors
Washington
$277K +$284K +2,062 New
BWA
4938
Babb Wealth Advisors
Arizona
$276K +$283K +2,052 New
TLFA
4939
True Link Financial Advisors
California
$275K -$13.9K -101 -5%
SPAS
4940
Spectrum Planning & Advisory Services
California
$275K +$138 +1 +0%
ECA
4941
Elevate Capital Advisors
Colorado
$273K +$280K +2,031 New
DAM
4942
Diamant Asset Management
Connecticut
$273K – – –
FF
4943
Friedenthal Financial
New Jersey
$272K +$138 +1 +0%
AWM
4944
Apex Wealth Management
New Hampshire
$272K +$279K +2,026 New
SC
4945
Stance Capital
Massachusetts
$272K +$279K +2,025 New
BWM
4946
Buska Wealth Management
Wisconsin
$272K +$279K +2,023 New
WFA
4947
Websterrogers Financial Advisors
South Carolina
$271K +$11.7K +85 +4%
EWM
4948
Echo Wealth Management
Minnesota
$271K -$55.8K -405 -17%
HAS
4949
Holland Advisory Services
Florida
$271K -$163K -1,182 -37%
NI
4950
NFC Investments
Tennessee
$270K – – –
196 197
198
199 200