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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3451
Sterling Financial Group
California
$489K +$112K +330 +31%
WA
3452
WESPAC Advisors
California
$489K -$33.8K -100 -7%
TVAMP
3453
Tennessee Valley Asset Management Partners
Tennessee
$488K +$4.4K +13 +0.9%
EMCIP
3454
Ewing Morris & Co Investment Partners
Ontario, Canada
$488K -$1.18M -3,490 -78%
KPWG
3455
KFA Private Wealth Group
Virginia
$487K +$58.9K +174 +14%
AWM
3456
Accel Wealth Management
Iowa
$486K -$338 -1 -0.1%
MWA
3457
Muirfield Wealth Advisors
North Carolina
$485K -$21.3K -63 -4%
PFA
3458
Pathway Financial Advisors
Vermont
$484K -$9.81K -29 -2%
AP
3459
Atwood & Palmer
Missouri
$484K +$258K +762 +123%
EPW
3460
Endeavor Private Wealth
Kansas
$484K +$177K +522 +61%
III
3461
Independent Investors Inc
New York
$484K – – –
GCM
3462
Goldstream Capital Management
Hong Kong
$483K – – –
SWM
3463
StoneCrest Wealth Management
Arizona
$482K – – –
BFPW
3464
BOK Financial Private Wealth
Colorado
$482K +$31.8K +94 +7%
SGWM
3465
Sterling Group Wealth Management
California
$481K – – –
SC
3466
Saturna Capital
Washington
$480K – – –
CWM
3467
Chemistry Wealth Management
New York
$480K +$98.5K +291 +27%
TPBG
3468
Turning Point Benefit Group
Maryland
$480K +$72.8K +215 +16%
PVAMC
3469
PPS&V Asset Management Consultants
Michigan
$479K -$11.5K -34 -2%
EGWAG
3470
Elwood & Goetz Wealth Advisory Group
Georgia
$479K +$70.7K +209 +18%
MAG
3471
M3 Advisory Group
Massachusetts
$478K -$201K -593 -30%
SICM
3472
Sustainable Insight Capital Management
New York
$476K +$135K +400 +42%
FP
3473
Financial Perspectives
Minnesota
$474K – – –
FBFS
3474
First Business Financial Services
Wisconsin
$474K +$51.4K +152 +13%
WAOTB
3475
Wealth Advisors of Tampa Bay
Florida
$472K +$49.1K +145 +12%
137 138
139
140 141