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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
3151
Riversedge Advisors
Delaware
$714K +$125K +361 +21%
NFA
3152
Northwest Financial Advisors
Virginia
$713K – – –
CRI
3153
Colonial River Investments
Virginia
$713K -$655K -1,893 -48%
CPC
3154
Cookson Peirce & Co
Pennsylvania
$712K -$1.38K -4 -0.2%
WCFA
3155
Walkner Condon Financial Advisors
Wisconsin
$712K +$104K +301 +17%
HHRDM
3156
H&H Retirement Design & Management
Nevada
$711K +$16.3K +47 +2%
SA
3157
Sonoma Allocations
California
$710K +$733K +2,117 New
M1FG
3158
Mach-1 Financial Group
Arkansas
$710K -$825K -2,384 -53%
IAS
3159
Integrity Advisory Solutions
Texas
$710K +$720K +2,080 New
BFG
3160
Bouchey Financial Group
New York
$710K +$9.35K +27 +1%
IA
3161
Insight Advisors
Pennsylvania
$710K +$23.9K +69 +3%
KFA
3162
Kelleher Financial Advisors
New York
$709K +$53.6K +155 +8%
ML
3163
Mayport LLC
Massachusetts
$709K +$32.9K +95 +5%
IPW
3164
Intergy Private Wealth
Colorado
$708K -$34.6K -100 -5%
SFGP
3165
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$706K +$13.5K +39 +2%
CSB
3166
City State Bank
Iowa
$706K – – –
HP
3167
Haven Private
Florida
$704K -$231K -667 -24%
MSG
3168
Main Street Group
Virginia
$702K -$50.2K -145 -7%
NFSG
3169
Newbridge Financial Services Group
Florida
$701K -$120K -346 -14%
CG
3170
Clifford Group
Massachusetts
$701K – – –
VAM
3171
Verity Asset Management
North Carolina
$701K -$115K -332 -14%
ACM
3172
Academy Capital Management
Texas
$701K -$3.12K -9 -0.4%
CIG
3173
Cairn Investment Group
Washington
$700K +$127K +368 +22%
QCIG
3174
Quad-Cities Investment Group
Iowa
$695K -$7.96K -23 -1%
EGWAG
3175
Elwood & Goetz Wealth Advisory Group
Georgia
$695K +$173K +500 +33%
125 126
127
128 129