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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
5401
Ehrlich Financial Group
California
$572K -$9.87K -48 -2%
TCP
5402
TMB Capital Partners
Arkansas
$572K +$9.46K +46 +2%
SCA
5403
Sander Capital Advisors
Washington
$571K +$308K +1,500 +111%
GPWA
5404
Great Point Wealth Advisors
Massachusetts
$571K +$83.3K +405 +17%
ES
5405
ETF Store
Kansas
$568K +$215K +1,048 +58%
HCC
5406
Hirtle Callaghan & Co
Pennsylvania
$568K +$262K +1,272 +81%
TLA
5407
Tanglewood Legacy Advisors
Texas
$567K – – –
SIC
5408
Shoker Investment Counsel
Ohio
$564K -$51K -248 -8%
AWP
5409
Atlas Wealth Partners
Pennsylvania
$564K -$57.4K -279 -9%
GIM
5410
Gold Investment Management
Alberta, Canada
$562K -$30.8K -150 -5%
CFCS
5411
CDM Financial Counseling Services
Connecticut
$561K -$102K -495 -15%
AMIM
5412
Aull & Monroe Investment Management
Alabama
$560K +$206 +1 +0%
CPA
5413
Cathy Pareto & Associates
Florida
$559K +$17.9K +87 +3%
IIM
5414
Illumine Investment Management
Washington
$557K -$572K -2,783 Closed
EIA
5415
Eldridge Investment Advisors
New Hampshire
$557K +$1.03K +5 +0.2%
HWMG
5416
Harbour Wealth Management Group
South Carolina
$554K +$9.46K +46 +2%
BWA
5417
Boulder Wealth Advisors
Colorado
$554K -$73.6K -358 -11%
GCWM
5418
Graham Capital Wealth Management
District of Columbia
$554K -$5.14K -25 -0.9%
VWA
5419
Valued Wealth Advisors
Utah
$553K -$14.2K -69 -2%
CC
5420
Climber Capital
Switzerland
$552K -$63.7K -310 -10%
GWMI
5421
Guardian Wealth Management (Illinois)
Illinois
$551K -$10.9K -53 -2%
HWA
5422
Hillcrest Wealth Advisors
New Jersey
$550K +$5.96K +29 +1%
DIP
5423
Davis Investment Partners
North Carolina
$550K +$132K +640 +30%
AFG
5424
Artesa Financial Group
Texas
$549K +$8.84K +43 +2%
VA
5425
Verdad Advisers
Massachusetts
$547K +$562K +2,735 New
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217
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