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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
4351
Westend Capital Management
California
$178K -$32.7K -102 -16%
GG
4352
Gleason Group
Kentucky
$176K +$51K +159 +45%
EP
4353
Essential Partners
California
$175K +$54.9K +171 +50%
NECFA
4354
New England Capital Financial Advisors
Connecticut
$175K – – –
BL
4355
BFSG LLC
California
$173K – – –
CGA
4356
Compound Global Advisors
Washington
$172K +$64.2K +200 +67%
RQS
4357
Ramsey Quantitative Systems
Kentucky
$172K +$161K +500 New
IPS
4358
Investors Portfolio Services
Washington
$169K +$1.6K +5 +1%
MLA
4359
MB, Levis & Associates
Pennsylvania
$166K -$963 -3 -0.6%
MPW
4360
MASECO Private Wealth
$165K +$22.8K +71 +17%
MWA
4361
Medallion Wealth Advisors
Connecticut
$163K -$66.5K -207 -30%
FGC
4362
Financial Gravity Companies
Texas
$160K +$150K +467 New
CFS
4363
CGC Financial Services
Oregon
$160K – – –
HC
4364
Hurley Capital
New York
$159K -$321 -1 -0.2%
HC
4365
Hara Capital
Washington
$158K – – –
EF
4366
Entrust Financial
Pennsylvania
$157K – – –
AA
4367
Addison Advisors
Vermont
$156K -$701K -2,183 -83%
MIHAS
4368
Maj Invest Holding A/S
Denmark
$154K -$96.3K -300 -40%
VWA
4369
Valued Wealth Advisors
Utah
$150K -$5.46K -17 -4%
BW
4370
Basepoint Wealth
Iowa
$150K -$27.6K -86 -16%
CCMI
4371
Creative Capital Management Investments
California
$150K +$36K +112 +35%
PJC
4372
Phillip James Consulting
Minnesota
$149K – – –
CMP
4373
Coston McIsaac & Partners
Maine
$148K – – –
Q1WB
4374
Quest 10 Wealth Builders
Virginia
$148K +$13.8K +43 +11%
BGAI
4375
Bruce G. Allen Investments
Colorado
$148K -$36.6K -114 -21%
173 174
175
176 177