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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
4951
MontVue Capital Management
Virginia
$238K -$57.8K -318 -19%
CCM
4952
Ciovacco Capital Management
Georgia
$238K +$8.18K +45 +3%
BFS
4953
Burrus Financial Services
Utah
$236K +$545 +3 +0.2%
APW
4954
Atlantic Private Wealth
North Carolina
$235K – – –
WCM
4955
Windham Capital Management
Massachusetts
$227K – – –
CCMIC
4956
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$227K – – –
CM
4957
Cornerstone Management
Georgia
$227K +$4K +22 +2%
ACM
4958
American Capital Management
New York
$226K – – –
BFA
4959
Brown Financial Advisory
Alabama
$225K +$14K +77 +6%
TC
4960
Touchstone Capital
Pennsylvania
$223K – – –
WCM
4961
Westend Capital Management
California
$222K +$235K +1,295 New
MAG
4962
Members Advisory Group
New York
$220K +$234K +1,285 New
EFP
4963
Envision Financial Planning
Tennessee
$220K -$27.1K -149 -10%
SM
4964
Samjo Management
New York
$219K – – –
FLA
4965
Financial Life Advisors
Texas
$217K +$29.8K +164 +15%
APW
4966
Axim Planning & Wealth
Ohio
$216K +$10.2K +56 +5%
BHWM
4967
Bay Harbor Wealth Management
Maryland
$215K +$16.7K +92 +8%
TPCM
4968
Templeton & Phillips Capital Management
Tennessee
$215K +$228K +1,256 New
AG
4969
Algert Global
California
$214K -$86.6K -476 -28%
TIM
4970
Thor Investment Management
Ohio
$211K -$173K -953 -44%
CFGF
4971
Compass Financial Group (Florida)
Florida
$210K +$223K +1,224 New
RJTCONH
4972
Raymond James Trust Company of New Hampshire
New Hampshire
$209K +$14.4K +79 +7%
PFG
4973
Pacific Financial Group
Washington
$208K +$220K +1,212 New
FOFP
4974
Fee-Only Financial Planning
South Carolina
$206K – – –
SWA
4975
Safir Wealth Advisors
New Hampshire
$206K – – –
197 198
199
200 201