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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
5976
Carl Stuart Investment Advisor
Texas
$285K -$7.15K -25 -2%
RHAM
5977
Round Hill Asset Management
California
$283K -$220K -768 -44%
PAWC
5978
P.A.W. Capital
Connecticut
$282K – – –
PGWA
5979
Plus Group Wealth Advisors
Wisconsin
$282K -$17.2K -60 -6%
MFG
5980
Mann Financial Group
Minnesota
$281K – – –
CWM
5981
Capstone Wealth Management
Montana
$281K +$12K +42 +5%
RCG
5982
Ruane, Cunniff & Goldfarb
New York
$278K – – –
XAU
5983
XP Advisory US
Florida
$278K +$275K +961 New
CI
5984
Chartist Inc
California
$276K -$2.57K -9 -0.9%
EWM
5985
Evergreen Wealth Management
Michigan
$275K +$14.3K +50 +6%
BCM
5986
Brown Capital Management
Maryland
$275K – – –
AFO
5987
Aurelius Family Office
New Hampshire
$275K – – –
OAG
5988
Oakmont Advisory Group
New Mexico
$274K -$5.72K -20 -2%
CCM
5989
Causeway Capital Management
California
$274K +$6.87K +24 +3%
AIC
5990
Allodium Investment Consultants
Minnesota
$271K -$65.5K -229 -20%
PCM
5991
Peirce Capital Management
Texas
$269K – – –
BFM
5992
Broadview Financial Management
Wisconsin
$267K +$264K +923 New
BOCM
5993
Bontempo Ohly Capital Management
Maryland
$267K +$17.7K +62 +7%
GWM
5994
Grand Wealth Management
Michigan
$267K +$29.7K +104 +13%
ARA
5995
Alexander Randolph Advisory
Virginia
$266K -$119K -416 -31%
LWMT
5996
Legacy Wealth Management (Tennessee)
Tennessee
$265K -$25.7K -90 -9%
SRSA
5997
S.R. Schill & Associates
Washington
$264K -$67.8K -237 -21%
VDBMI
5998
Van Den Berg Management I
Texas
$261K – – –
PCM
5999
Ping Capital Management
New York
$260K -$1.4M -4,900 -84%
CC
6000
Colrain Capital
Massachusetts
$260K -$28.6K -100 -10%
238 239
240
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