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Name Holding Trade Value Shares
Change 		Change in
Stake
AFTS
5701
American Financial & Tax Strategies
New York
$241K – – –
LP
5702
LGL Partners
Pennsylvania
$240K -$24.4K -131 -9%
PHWA
5703
Petersen Hastings Wealth Advisors
Washington
$240K +$240K +1,288 New
DMKJ
5704
David M. Knott Jr
$239K – – –
WFM
5705
Wolff Financial Management
Michigan
$237K – – –
RFP
5706
RCS Financial Planning
Maryland
$237K – – –
1GI
5707
180 GPS Investments
$237K -$14.3M -76,698 -98%
WA
5708
Wasatch Advisors
Utah
$237K -$16.2K -87 -6%
TCFP
5709
Treasure Coast Financial Planning
Florida
$236K – – –
MWM
5710
Meritas Wealth Management
California
$236K – – –
RPA
5711
Redwood Park Advisors
California
$235K +$116K +623 +98%
BIM
5712
Breakwater Investment Management
Washington
$234K -$9.87K -53 -4%
BFS
5713
Beacon Financial Strategies
North Carolina
$233K – – –
IPW
5714
Inlet Private Wealth
Florida
$233K – – –
TWM
5715
Tumwater Wealth Management
Idaho
$232K -$29.8K -160 -11%
HWA
5716
HighRoad Wealth Advisors
Oregon
$231K +$231K +1,239 New
BWAM
5717
Blue Water Asset Management
Michigan
$230K +$230K +1,234 New
FAM
5718
Forte Asset Management
New York
$230K +$9.31K +50 +4%
AWMI
5719
Aegis Wealth Management (Iowa)
Iowa
$229K +$229K +1,228 New
DWM
5720
Dopkins Wealth Management
New York
$228K -$550K -2,957 -71%
SCS
5721
Southern Capital Services
Alabama
$228K +$228K +1,224 New
HC
5722
Hoese & Co
Minnesota
$228K +$140K +750 +160%
PFM
5723
Patton Fund Management
Texas
$227K -$126K -676 -36%
AC
5724
Applied Capital
Arkansas
$227K +$227K +1,217 New
EU
5725
Emory University
Georgia
$225K -$10.2K -55 -4%
227 228
229
230 231