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Name Holding Trade Value Shares
Change 		Change in
Stake
MG
4876
MilWealth Group
Wisconsin
$289K – – –
GCIA
4877
Gabelli & Co Investment Advisers
New York
$289K – – –
TF
4878
Theory Financial
Colorado
$287K -$10.3K -56 -4%
PIC
4879
Platt Investment Counsel
Florida
$286K – – –
DGI
4880
Disciplined Growth Investors
Minnesota
$282K -$119K -642 -30%
AWA
4881
Arbor Wealth Advisors
Michigan
$280K +$269K +1,455 New
KMC
4882
Kirr Marbach & Co
Indiana
$276K -$21.2K -115 -7%
EFP
4883
Envision Financial Planning
Tennessee
$275K -$55.4K -300 -17%
APSI
4884
Asset Planning Services Inc
Louisiana
$271K – – –
GWM
4885
Grand Wealth Management
Michigan
$270K +$28.6K +155 +12%
ETS
4886
ESL Trust Services
New York
$268K -$3.69K -20 -1%
BFS
4887
Burrus Financial Services
Utah
$264K +$185 +1 +0.1%
APW
4888
Atlantic Private Wealth
North Carolina
$263K -$127K -690 -34%
AOG
4889
Alpha Omega Group
Virginia
$262K – – –
CCM
4890
Ciovacco Capital Management
Georgia
$258K +$185 +1 +0.1%
WCM
4891
Windham Capital Management
Massachusetts
$255K – – –
CCMIC
4892
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$255K -$20.3K -110 -8%
ACM
4893
American Capital Management
New York
$253K – – –
EU
4894
Emory University
Georgia
$252K +$242K +1,309 New
MAP
4895
Moody Aldrich Partners
Massachusetts
$252K +$185 +1 +0.1%
LWM
4896
Luminvest Wealth Management
Arizona
$252K +$215K +1,165 New
CM
4897
Cornerstone Management
Georgia
$250K -$9.05K -49 -4%
TC
4898
Touchstone Capital
Pennsylvania
$250K – – –
MM
4899
MQS Management
New York
$250K +$240K +1,299 New
SM
4900
Samjo Management
New York
$246K +$236K +1,280 New
194 195
196
197 198