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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
6001
Nixon Capital
Texas
$259K – – –
CFG
6002
Compass Financial Group
Ohio
$257K +$10.2K +39 +4%
CSIA
6003
Carl Stuart Investment Advisor
Texas
$256K +$260 +1 +0.1%
AIA
6004
Aventus Investment Advisors
Florida
$256K -$947K -3,639 -78%
JBW
6005
Journey Beyond Wealth
Georgia
$256K -$6.77K -26 -3%
LWMT
6006
Legacy Wealth Management (Tennessee)
Tennessee
$256K -$60.1K -231 -19%
CC
6007
Colrain Capital
Massachusetts
$254K -$26K -100 -9%
BWM
6008
BCO Wealth Management
New Mexico
$253K – – –
CCMIC
6009
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$253K – – –
CCM
6010
Ciovacco Capital Management
Georgia
$252K – – –
DGI
6011
Disciplined Growth Investors
Minnesota
$252K -$141K -543 -35%
CFG
6012
Cassilly Financial Group
Maryland
$251K +$26K +100 +11%
GWMT
6013
Guardian Wealth Management (Tennessee)
Tennessee
$248K -$1.82K -7 -0.7%
PAWC
6014
P.A.W. Capital
Connecticut
$247K +$254K +975 New
MFG
6015
Mann Financial Group
Minnesota
$247K – – –
OAG
6016
Oakmont Advisory Group
New Mexico
$245K +$27.3K +105 +12%
CI
6017
Chartist Inc
California
$244K -$14.3K -55 -5%
RCG
6018
Ruane, Cunniff & Goldfarb
New York
$244K +$18.2K +70 +8%
BCM
6019
Brown Capital Management
Maryland
$242K – – –
CM
6020
Capital Management
Virginia
$241K – – –
BWA
6021
BCU Wealth Advisors
Illinois
$241K – – –
AFO
6022
Aurelius Family Office
New Hampshire
$241K – – –
RSEWM
6023
River's Edge Wealth Management
Pennsylvania
$240K +$3.38K +13 +1%
SIAM
6024
Sterling Investment Advisors (Missouri)
Missouri
$239K +$1.04K +4 +0.4%
SLT
6025
St Louis Trust
Missouri
$238K – – –
239 240
241
242 243