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Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
2301
Meritage Portfolio Management
Kansas
$287K +$270K +7,617 New
BFC
2302
Bedel Financial Consulting
Indiana
$287K -$16.8K -474 -6%
TRIA
2303
Trail Ridge Investment Advisors
Colorado
$287K -$495 -14 -0.2%
RPWA
2304
Regent Peak Wealth Advisors
Georgia
$287K +$38K +1,074 +16%
GFG
2305
Goldstone Financial Group
Illinois
$286K +$15.9K +448 +6%
SAA
2306
Southeast Asset Advisors
Georgia
$286K +$269K +7,589 New
JGIA
2307
Jackson Grant Investment Advisers
Connecticut
$286K -$11.6K -327 -4%
BCM
2308
Blume Capital Management
California
$285K -$88.7K -2,507 -25%
SPWM
2309
Spartan Planning & Wealth Management
North Carolina
$285K +$267K +7,543 +125,717%
AGWCA
2310
Annis Gardner Whiting Capital Advisors
Florida
$284K +$73.5K +2,077 +38%
TPWM
2311
Twelve Points Wealth Management
Massachusetts
$284K +$5.24K +148 +2%
TA
2312
TruWealth Advisors
Louisiana
$283K +$1.52K +43 +0.6%
S
2313
SimplyRich
California
$283K +$10.6K +299 +4%
DLHL
2314
Donald L. Hagan LLC
Florida
$283K +$177 +5 +0.1%
CG
2315
Clarus Group
Texas
$283K -$39.5K -1,115 -13%
EFL
2316
ERn Financial LLC
Wisconsin
$283K -$4.39K -124 -2%
LSA
2317
Lion Street Advisors
Texas
$282K -$311K -8,784 -54%
VFP
2318
Verus Financial Partners
Virginia
$282K +$235K +6,640 New
A
2319
AlphaQuest
New York
$281K +$264K +7,459 New
LF
2320
LifeSteps Financial
California
$281K -$15.2K -431 -5%
JCM
2321
Jag Capital Management
Missouri
$279K +$262K +7,409 New
NPFS
2322
Novak & Powell Financial Services
Florida
$278K +$261K +7,366 New
WFA
2323
WestHill Financial Advisors
California
$278K +$5.66K +160 +2%
TSWM
2324
Tyler-Stone Wealth Management
Ohio
$278K -$68.4K -1,933 -21%
SW
2325
Simplicity Wealth
New Jersey
$277K +$260K +7,359 New
91 92
93
94 95