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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
2876
Loews Corp
New York
$317K +$58.5K +1,200 +23%
JC
2877
Jentner Corp
Ohio
$316K +$195 +4 +0.1%
EGWAG
2878
Elwood & Goetz Wealth Advisory Group
Georgia
$313K +$5.46K +112 +2%
5L
2879
55I LLC
Massachusetts
$313K +$308K +6,324 New
LI
2880
LVZ Inc
Michigan
$312K +$5.26K +108 +2%
CWM
2881
CCG Wealth Management
California
$303K +$32K +656 +12%
SM
2882
Salzhauer Michael
$302K – – –
SHJ
2883
Sharkey, Howes & Javer
Colorado
$298K – – –
SAM
2884
Silphium Asset Management
United Kingdom
$297K -$97.5K -2,000 -25%
RI
2885
RWWM Inc
California
$291K +$26.5K +544 +10%
KS
2886
Karpas Strategies
Connecticut
$288K – – –
AR
2887
Advisory Research
Illinois
$287K +$283K +5,808 New
WCWM
2888
Wooster Corthell Wealth Management
Connecticut
$286K +$12.1K +248 +4%
TP
2889
Truvvo Partners
New York
$284K +$280K +5,740 New
PAS
2890
Professional Advisory Services
Florida
$282K – – –
BWI
2891
Beacon Wealthcare Inc
North Carolina
$282K +$2.73K +56 +1%
VIMU
2892
Veritas Investment Management (UK)
United Kingdom
$281K – – –
SWMG
2893
Sanchez Wealth Management Group
Florida
$280K +$975 +20 +0.4%
BSWM
2894
Boston Standard Wealth Management
Massachusetts
$278K +$267K +5,484 New
PR
2895
Payden & Rygel
California
$277K – – –
YMRC
2896
Yorktown Management & Research Company
Virginia
$277K – – –
AW
2897
Alpha Windward
Massachusetts
$277K +$975 +20 +0.4%
CM
2898
Capital Management
Virginia
$275K +$15.2K +312 +6%
ACM
2899
Argyle Capital Management
Pennsylvania
$273K – – –
SG
2900
Strid Group
Pennsylvania
$269K +$264K +5,428 New
114 115
116
117 118