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Name Holding Trade Value Shares
Change 		Change in
Stake
TL
1626
TrueWealth LLC
Georgia
$404K – – –
CBFP
1627
Cedar Brook Financial Partners
Ohio
$404K +$4.15K +30 +1%
CIP
1628
Convergence Investment Partners
Florida
$404K +$25.8K +187 +9%
QPWM
1629
Quadrant Private Wealth Management
Pennsylvania
$403K +$320K +2,313 New
PJB
1630
Paul John Balson
California
$398K – – –
GAM
1631
Grandview Asset Management
Pennsylvania
$398K +$316K +2,284 New
EP
1632
Eudaimonia Partners
Tennessee
$397K +$315K +2,279 New
AMC
1633
Asset Management Corp
Illinois
$392K – – –
NHC
1634
Nicholas Hoffman & Company
Georgia
$391K +$310K +2,245 New
CAG
1635
Csenge Advisory Group
Florida
$388K +$308K +2,228 New
HIS
1636
Harvest Investment Services
Illinois
$388K +$308K +2,230 New
MIG
1637
McGuire Investment Group
Rhode Island
$385K – – –
SFSIG
1638
San Francisco Sentry Investment Group
California
$385K +$37.9K +274 +14%
HWA
1639
Heritage Wealth Advisors
Virginia
$381K -$8.71K -63 -3%
FANJ
1640
Financial Architects (New Jersey)
New Jersey
$380K +$59.3K +429 +24%
FP
1641
Foundry Partners
Minnesota
$377K – – –
ITIM
1642
Indiana Trust & Investment Management
Indiana
$377K – – –
NSIM
1643
North Star Investment Management
Illinois
$377K +$94.7K +685 +46%
BWA
1644
Beam Wealth Advisors
Louisiana
$376K +$1.38K +10 +0.5%
RIL
1645
Rothschild Investment LLC
Illinois
$375K – – –
WFA
1646
Wellspring Financial Advisors
Ohio
$374K -$12.9K -93 -4%
WBG
1647
Wharton Business Group
Pennsylvania
$372K +$295K +2,135 New
LHC
1648
Little House Capital
Massachusetts
$371K -$27.9K -202 -9%
CCMD
1649
Cypress Capital Management (Delaware)
Delaware
$371K – – –
PP
1650
Palladium Partners
Virginia
$370K – – –
64 65
66
67 68