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Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
2601
Smith & Howard Wealth Management
Georgia
$499K +$232K +2,620 +94%
SC
2602
Searle & Co
Connecticut
$495K -$26.6K -300 -5%
VDI
2603
Vaughan David Investments
Illinois
$495K +$12.4K +140 +3%
PWS
2604
Private Wealth Strategies
Ohio
$495K +$474K +5,360 New
CWM
2605
Connecticut Wealth Management
Connecticut
$492K -$8.85K -100 -2%
FA
2606
Financial Advisors
Massachusetts
$492K +$10.6K +120 +2%
ETC
2607
Exchange Traded Concepts
Oklahoma
$492K +$471K +5,320 New
NCM
2608
Next Capital Management
New York
$486K -$239K -2,700 -34%
ST
2609
Sabal Trust
Florida
$486K -$74.3K -840 -14%
WFPG
2610
Waller Financial Planning Group
Ohio
$484K +$464K +5,240 New
MCM
2611
Mainstay Capital Management
Michigan
$483K -$35.4K -400 -7%
DCM
2612
Driehaus Capital Management
Illinois
$482K -$1.77K -20 -0.4%
WG
2613
Winton Group
United Kingdom
$479K -$30.4M -343,760 -99%
NA
2614
Navellier & Associates
Nevada
$477K -$1.4M -15,820 -75%
RICHC
2615
Renaissance Investment Consultants Holding Company
Pennsylvania
$475K +$455K +5,140 New
WCM
2616
Weik Capital Management
Pennsylvania
$471K +$451K +5,100 New
FAM
2617
Flaharty Asset Management
Florida
$466K -$205K -2,320 -32%
HIM
2618
Hillsdale Investment Management
Ontario, Canada
$466K – – –
IIA
2619
ICW Investment Advisors
Arizona
$466K +$446K +5,040 New
SC
2620
Schoolcraft Capital
Colorado
$466K – – –
EWP
2621
Engrave Wealth Partners
Texas
$465K +$446K +5,040 New
TWP
2622
TFO Wealth Partners
Ohio
$465K +$446K +5,040 New
SPM
2623
Symmetry Peak Management
Pennsylvania
$462K -$88.5K -1,000 -17%
CSPIA
2624
Cary Street Partners Investment Advisory
Virginia
$462K +$443K +5,000 New
OWIM
2625
Old West Investment Management
California
$461K – – –
103 104
105
106 107