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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1876
Burney Company
Virginia
$298K -$59K -567 -17%
IAG
1877
Investment Advisory Group
Massachusetts
$297K +$15.2K +146 +5%
APW
1878
Axim Planning & Wealth
Ohio
$297K – – –
SOS
1879
Silver Oak Securities
Tennessee
$297K +$50.1K +481 +20%
HFS
1880
Hantz Financial Services
Michigan
$297K +$56.7K +545 +24%
SRC
1881
Sage Rhino Capital
California
$295K -$41.4K -398 -12%
DWM
1882
Darwin Wealth Management
Florida
$295K +$1.04K +10 +0.4%
SG
1883
Stonnington Group
California
$295K +$104 +1 +0%
DWA
1884
Dougherty Wealth Advisers
Minnesota
$295K – – –
SLWA
1885
San Luis Wealth Advisors
California
$294K +$294K +2,824 New
SCM
1886
Stonehearth Capital Management
Massachusetts
$293K – – –
MGIM
1887
M&G Investment Management
United Kingdom
$293K – – –
SAF
1888
Smith Anglin Financial
Texas
$293K +$8.95K +86 +3%
G
1889
GenTrust
Florida
$292K -$21.1K -203 -7%
HA
1890
Hofer & Associates
California
$291K – – –
PK
1891
Pflug Koory
Nebraska
$291K -$1.04K -10 -0.4%
CWA
1892
Canvas Wealth Advisors
Kansas
$290K -$81.6K -784 -23%
AI
1893
Atom Investors
Texas
$290K +$290K +2,788 New
FANJ
1894
Financial Architects (New Jersey)
New Jersey
$290K -$25.2K -242 -8%
CFA
1895
Compass Financial Advisors
Indiana
$289K -$1.04K -10 -0.4%
VWMG
1896
Virginia Wealth Management Group
Virginia
$288K +$1.46K +14 +0.5%
PAM
1897
Peak Asset Management
Colorado
$288K +$18.9K +182 +7%
SMWM
1898
Silvia McColl Wealth Management
California
$288K – – –
BONST
1899
Bank of Nova Scotia Trust
Ontario, Canada
$287K +$287K +2,756 New
DCBT
1900
Dakota Community Bank & Trust
North Dakota
$286K -$4.68K -45 -2%
74 75
76
77 78