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Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
5276
Martin Capital Partners
Oregon
$529K +$169K +836 +48%
T
5277
TOBAM
France
$528K -$736K -3,642 -59%
EF
5278
Envision Financial
Wisconsin
$528K +$51.9K +257 +11%
PWP
5279
Parkwoods Wealth Partners
New York
$527K +$174K +861 +50%
ACM
5280
Absolute Capital Management
Pennsylvania
$526K +$39.2K +194 +8%
BWA
5281
Bestgate Wealth Advisors
Maryland
$524K – – –
CWM
5282
Capital Wealth Management
Rhode Island
$521K -$2.02K -10 -0.4%
BFS
5283
Beacon Financial Strategies
North Carolina
$517K -$88.7K -439 -15%
CCM
5284
Coerente Capital Management
Ontario, Canada
$515K -$60.6K -300 -11%
VF
5285
Vestment Financial
Minnesota
$514K -$20.2K -100 -4%
DMKJ
5286
David M. Knott Jr
$512K – – –
EFG
5287
Erickson Financial Group
Pennsylvania
$511K -$15.3K -76 -3%
RI
5288
Ridgewood Investments
New Jersey
$510K -$2.02K -10 -0.4%
PPW
5289
PACK Private Wealth
Minnesota
$510K -$25.2K -125 -5%
LWP
5290
Laurel Wealth Planning
Minnesota
$510K -$5.66K -28 -1%
SA
5291
SPG Advisors
Washington
$510K +$502K +2,485 New
KPP
5292
Kings Path Partners
Texas
$509K +$202K +1,000 +68%
LWIC
5293
Leith Wheeler Investment Counsel
British Columbia, Canada
$508K -$194K -961 -28%
SEM
5294
Strategic Equity Management
Arizona
$506K -$276K -1,366 -36%
SC
5295
Shearwater Capital
Colorado
$506K – – –
BFA
5296
Bluestem Financial Advisors
Illinois
$502K -$83K -411 -14%
BC
5297
Bulwark Capital
Florida
$501K +$493K +2,443 New
LWM
5298
Luminvest Wealth Management
Arizona
$498K -$115K -571 -19%
WG
5299
Watchman Group
Texas
$497K +$7.47K +37 +2%
FCM
5300
Fairholme Capital Management
Florida
$495K – – –
210 211
212
213 214