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Name Holding Trade Value Shares
Change 		Change in
Stake
CSI
5226
Clark & Stuart Inc
Maine
$259K – – –
SFP
5227
Sherwood Financial Partners
California
$259K – – –
HJIM
5228
Henry James International Management
New York
$259K +$242K +1,389 New
TFP
5229
Triune Financial Partners
Kansas
$259K +$2.27K +13 +0.9%
GWA
5230
Genesis Wealth Advisors
Massachusetts
$258K +$241K +1,385 New
ES
5231
ETF Store
Kansas
$258K +$15K +86 +7%
FA
5232
Fortis Advisors
Pennsylvania
$258K -$2.96K -17 -1%
ZRP
5233
Zynergy Retirement Planning
New Jersey
$257K +$174 +1 +0.1%
RWRC
5234
R.W. Roge & Company
New York
$256K +$240K +1,376 New
WFS
5235
Walker Financial Services
Kentucky
$256K -$39.7K -228 -14%
LCG
5236
Lynx Capital Group
Ohio
$254K +$174 +1 +0.1%
FF
5237
Fairway Financial
Florida
$254K – – –
MFG
5238
Mustico Financial Group
New York
$254K – – –
WFS
5239
Weitzel Financial Services
Iowa
$254K – – –
WA
5240
Wasatch Advisors
Utah
$254K +$5.4K +31 +2%
NPAN
5241
Northeast Planning Associates NH
New Hampshire
$253K – – –
SCA
5242
Sander Capital Advisors
Washington
$253K – – –
SJL
5243
Shayne & Jacobs LLC
Tennessee
$251K -$17.4K -100 -7%
PA
5244
Pineridge Advisors
Missouri
$251K -$15.5K -89 -6%
TWA
5245
Trace Wealth Advisors
California
$249K +$233K +1,334 New
TF
5246
Tenon Financial
New Jersey
$248K +$232K +1,330 New
MA
5247
MAS Advisors
Florida
$248K +$1.57K +9 +0.7%
TBNY
5248
Trustco Bank (New York)
New York
$248K +$231K +1,327 New
MAM
5249
Mullooly Asset Management
New Jersey
$247K – – –
ST
5250
Sentinel Trust
Texas
$247K -$523 -3 -0.2%
208 209
210
211 212