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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
3001
Peak Financial Management
Massachusetts
$248K +$208K +4,203 New
RPGK
3002
Retirement Planning Group (Kansas)
Kansas
$248K +$208K +4,207 New
MAA
3003
Mraz Amerine & Associates
California
$247K +$207K +4,177 New
SWIG
3004
Strategic Wealth Investment Group
Kentucky
$247K +$207K +4,181 New
SFP
3005
Sandbox Financial Partners
Maryland
$247K +$207K +4,185 New
BF
3006
Blankinship & Foster
California
$247K +$208K +4,191 New
AF
3007
AtlasMark Financial
Texas
$247K +$207K +4,177 New
CWAG
3008
Compton Wealth Advisory Group
Virginia
$246K +$206K +4,162 New
NC
3009
NBW Capital
Massachusetts
$245K -$104K -2,098 -34%
AC
3010
Avenir Corporation
Virginia
$245K +$205K +4,146 New
AWM
3011
Altus Wealth Management
Kentucky
$244K +$205K +4,135 New
SCM
3012
Stordahl Capital Management
Colorado
$243K +$204K +4,115 New
EP
3013
EPIQ Partners
Minnesota
$243K +$204K +4,120 New
SLT
3014
St Louis Trust
Missouri
$243K +$204K +4,121 New
RFM
3015
Royal Fund Management
Florida
$243K +$204K +4,124 New
AFG
3016
Albion Financial Group
Utah
$242K +$2.28K +46 +1%
HWA
3017
HHM Wealth Advisors
Tennessee
$241K -$198 -4 -0.1%
TNAM
3018
Terra Nova Asset Management
New York
$241K +$202K +4,084 New
HNWA
3019
Henrickson Nauta Wealth Advisors
Michigan
$241K +$232K +4,682 New
KIM
3020
Karpus Investment Management
New York
$239K +$200K +4,040 New
AGA
3021
Arkos Global Advisors
Texas
$238K -$34.7K -700 -15%
BPFA
3022
Barnes Pettey Financial Advisors
Mississippi
$238K +$200K +4,031 New
GWAG
3023
Garrett Wealth Advisory Group
Texas
$238K +$200K +4,031 New
GCS
3024
Gordian Capital (Singapore)
Singapore
$237K +$198K +4,000 New
CP
3025
CenterBook Partners
Connecticut
$237K +$199K +4,007 New