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Name Holding Trade Value Shares
Change 		Change in
Stake
PF
4076
Penney Financial
Texas
$204K +$194K +645 New
MIM
4077
Marshall Investment Management
Colorado
$203K +$222K +737 New
CFG
4078
Cosner Financial Group
Colorado
$202K +$192K +640 New
CA
4079
Cumberland Advisors
Florida
$202K +$192K +640 New
PCM
4080
PAR Capital Management
Massachusetts
$202K +$192K +640 New
RIA
4081
RPG Investment Advisory
California
$201K +$191K +636 New
MAM
4082
Montchanin Asset Management
Delaware
$201K +$192K +637 New
AWM
4083
Adams Wealth Management
Utah
$201K +$191K +635 New
CI
4084
CacheTech Inc
Utah
$201K +$191K +635 New
PWM
4085
Provident Wealth Management
Tennessee
$200K +$191K +634 New
GSC
4086
G&S Capital
Colorado
$200K +$190K +633 New
KBFS
4087
Kohmann Bosshard Financial Services
Ohio
$196K +$187K +621 New
AP
4088
Atwood & Palmer
Missouri
$196K +$3.91K +13 +2%
FCMT
4089
Founders Capital Management (Texas)
Texas
$196K – – –
CFP
4090
Comprehensive Financial Planning
Pennsylvania
$193K +$184K +612 New
DCBT
4091
Dakota Community Bank & Trust
North Dakota
$193K +$10.5K +35 +6%
PWMA
4092
Pension & Wealth Management Advisors
Massachusetts
$193K +$2.1K +7 +1%
BC
4093
Barrett & Company
Rhode Island
$188K +$4.51K +15 +3%
TC
4094
Truvestments Capital
Florida
$188K +$33.4K +111 +23%
TAM
4095
Tucker Asset Management
Colorado
$186K -$1.2K -4 -0.7%
WAG
4096
Wiser Advisor Group
Arizona
$185K +$301 +1 +0.2%
TC
4097
Tacita Capital
Ontario, Canada
$185K +$41.8K +139 +31%
TCM
4098
Tradewinds Capital Management
Washington
$182K +$46K +153 +36%
PS
4099
Pinney & Scofield
Massachusetts
$181K +$173K +574 New
BBPWM
4100
Blue Bell Private Wealth Management
Pennsylvania
$180K +$3.01K +10 +2%
162 163
164
165 166