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Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
2526
Summit Financial Wealth Advisors
Louisiana
$462K – – –
HWM
2527
Hemington Wealth Management
Virginia
$462K +$432K +2,113 New
GSC
2528
G&S Capital
Colorado
$461K -$4.09K -20 -0.9%
ACG
2529
Allen Capital Group
Nebraska
$461K +$79K +386 +22%
NP
2530
Ninepoint Partners
Ontario, Canada
$460K +$36.2K +177 +9%
MCM
2531
Manchester Capital Management
Vermont
$458K +$82.7K +404 +24%
AIS
2532
American Investment Services
Massachusetts
$457K -$20.3K -99 -5%
SCM
2533
SOL Capital Management
Maryland
$457K – – –
PJB
2534
Paul John Balson
California
$456K +$21.1K +103 +5%
TCM
2535
Tandem Capital Management
New Jersey
$456K +$427K +2,086 New
PFG
2536
PAX Financial Group
Texas
$455K +$425K +2,078 New
IF
2537
IRON Financial
Illinois
$454K +$173K +847 +69%
WC
2538
Weil Company
California
$453K +$205 +1 +0%
HIS
2539
Horizon Investment Services
Indiana
$451K -$5.53K -27 -1%
SIC
2540
Samalin Investment Counsel
New York
$450K -$44K -215 -9%
FPF
2541
First Pacific Financial
Washington
$449K +$420K +2,052 New
LC
2542
Lavaca Capital
Texas
$446K +$2.46K +12 +0.6%
SFG
2543
Sovereign Financial Group
Connecticut
$446K +$417K +2,037 New
KM
2544
Kalos Management
Georgia
$444K -$971K -4,743 -70%
TWP
2545
Tower Wealth Partners
Pennsylvania
$444K +$415K +2,030 New
QC
2546
QCM Cayman
Texas
$443K +$415K +2,026 New
SAF
2547
Smith Anglin Financial
Texas
$441K +$413K +2,017 New
BWM
2548
Buckley Wealth Management
Nevada
$440K +$50.1K +245 +14%
OL
2549
Optas LLC
Texas
$438K -$359K -1,754 -47%
AIP
2550
Ahrens Investment Partners
Louisiana
$438K -$55.3K -270 -12%
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102
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