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Name Holding Trade Value Shares
Change 		Change in
Stake
IMC
5301
Investment Management Corporation
Virginia
$494K +$7.27K +36 +2%
SB
5302
Semitam Bonam
New York
$490K +$482K +2,386 New
RHJA
5303
Rice Hall James & Associates
California
$489K – – –
RC
5304
Randolph Company
Ohio
$488K +$2.83K +14 +0.6%
C
5305
Croban
Ohio
$485K -$495K -2,450 -51%
DIS
5306
Diversified Investment Strategies
Louisiana
$484K -$35.3K -175 -7%
MA
5307
MAS Advisors
Florida
$484K -$51.1K -253 -10%
WRM
5308
Weybosset Research & Management
Rhode Island
$484K -$28.3K -140 -6%
MCB
5309
Morton Community Bank
Illinois
$482K – – –
WS
5310
Wela Strategies
Georgia
$478K -$6.26K -31 -1%
VWA
5311
VERITY Wealth Advisors
United States
$476K – – –
TFP
5312
TrueWealth Financial Partners
Washington
$474K +$27.5K +136 +6%
DGI
5313
Disciplined Growth Investors
Minnesota
$474K +$198K +980 +74%
JPT
5314
Jordan Park Trust
New Hampshire
$472K -$3.03K -15 -0.6%
BWS
5315
BCR Wealth Strategies
Alabama
$471K -$116K -576 -20%
BRIA
5316
Balanced Rock Investment Advisors
Massachusetts
$470K +$28.5K +141 +7%
PPWM
5317
Perissos Private Wealth Management
Oklahoma
$469K -$46K -228 -9%
VFS
5318
Valpey Financial Services
New Hampshire
$468K +$461K +2,281 New
AI
5319
AdvisorShares Investments
Maryland
$467K +$55.5K +275 +14%
LW
5320
Lauer Wealth
Indiana
$466K -$74.3K -368 -15%
BAM
5321
Beaumont Asset Management
Texas
$465K – – –
RW
5322
Ridgeline Wealth
Arizona
$465K -$59.2K -293 -11%
CWP
5323
Corepath Wealth Partners
Arizona
$461K +$3.43K +17 +0.8%
IWM
5324
Inlight Wealth Management
Georgia
$461K -$808 -4 -0.2%
LI
5325
Louisbourg Investments
New Brunswick, Canada
$459K – – –
211 212
213
214 215