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Name Holding Trade Value Shares
Change 		Change in
Stake
HHRDM
5701
H&H Retirement Design & Management
Nevada
$236K +$219K +1,191 New
FEG
5702
Fund Evaluation Group
Ohio
$236K – – –
SCA
5703
Sander Capital Advisors
Washington
$236K – – –
RFA
5704
RTD Financial Advisors
Pennsylvania
$236K -$44.8K -244 -15%
LCG
5705
Lynx Capital Group
Ohio
$236K -$2.02K -11 -0.8%
SC
5706
Searle & Co
Connecticut
$235K -$22K -120 -8%
ACA
5707
Ackerman Capital Advisors
Texas
$235K +$5.14K +28 +2%
TBNY
5708
Trustco Bank (New York)
New York
$235K +$3.67K +20 +2%
AFG
5709
Altiora Financial Group
Ohio
$233K – – –
MCFP
5710
Mallini Complete Financial Planning
Florida
$233K – – –
FA
5711
Fortis Advisors
Pennsylvania
$232K -$5.32K -29 -2%
HA
5712
Heartland Advisors
Wisconsin
$232K +$244K +1,330 New
PVM
5713
Palogic Value Management
Texas
$232K +$244K +1,330 New
PFM
5714
Patton Fund Management
Texas
$232K +$20.2K +110 +9%
RF
5715
RetireMitten Financial
Michigan
$232K +$244K +1,329 New
MAM
5716
Mullooly Asset Management
New Jersey
$231K – – –
TP
5717
Trailhead Planners
Minnesota
$231K -$32.3K -176 -12%
HWM
5718
Horizons Wealth Management
North Carolina
$230K – – –
SCFS
5719
Stewardship Concepts Financial Services
Washington
$229K +$240K +1,310 New
WDL
5720
Well Done LLC
Michigan
$227K -$365K -1,991 -61%
WW
5721
Wright Wealth
Georgia
$226K -$402K -2,189 -63%
AWM
5722
Absher Wealth Management
North Carolina
$225K -$36.7K -200 -13%
AFTS
5723
American Financial & Tax Strategies
New York
$225K – – –
LP
5724
LGL Partners
Pennsylvania
$225K – – –
EW
5725
Evexia Wealth
Wisconsin
$225K +$367 +2 +0.2%
227 228
229
230 231