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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2076
Affinity Capital Advisors
California
$193K +$175K +10,091 New
CFG
2077
Clayton Financial Group
Missouri
$193K – – –
YCG
2078
Yeomans Consulting Group
Georgia
$192K +$175K +10,069 New
PP
2079
PrairieView Partners
Minnesota
$192K +$174K +10,000 +18,868%
AL
2080
Aspiriant LLC
California
$192K -$97.7K -5,621 -36%
KWM
2081
Keebeck Wealth Management
Illinois
$192K +$174K +10,033 New
PBF
2082
Petix & Botte Financial
California
$191K +$174K +10,016 New
BDWCC
2083
B&D White Capital Company
Texas
$191K -$1.74K -100 -1%
NFC
2084
Northeast Financial Consultants
Connecticut
$191K -$156K -8,959 -47%
OFG
2085
Oxford Financial Group
Indiana
$191K +$174K +10,003 New
RAM
2086
Roanoke Asset Management
New Jersey
$191K – – –
VWWMG
2087
Vermillion & White Wealth Management Group
Pennsylvania
$189K – – –
UFF
2088
USA Financial Formulas
Michigan
$189K +$172K +9,877 New
CPBTD
2089
Central Pacific Bank - Trust Division
Hawaii
$189K +$8.15K +469 +5%
SWS
2090
SYSTM Wealth Solutions
Illinois
$188K -$43.4K -2,496 -20%
CAM
2091
Cacti Asset Management
Georgia
$188K – – –
WIM
2092
Westside Investment Management
California
$187K -$18.2K -1,047 -9%
GWSG
2093
GPS Wealth Strategies Group
Colorado
$184K +$17.3K +996 +12%
SOAMC
2094
Spirit of America Management Corp
New York
$182K – – –
TLCM
2095
Twin Lakes Capital Management
California
$180K +$1.6K +92 +1%
BONH
2096
Bank of New Hampshire
New Hampshire
$180K -$18.9K -1,086 -10%
HCM
2097
Hollencrest Capital Management
California
$174K – – –
TIM
2098
Tortoise Investment Management
New York
$174K +$20.6K +1,184 +15%
RA
2099
Rational Advisors
New York
$174K +$83.2K +4,783 +111%
OC
2100
Oakworth Capital
Alabama
$172K -$10.8K -624 -6%
82 83
84
85 86