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Name Holding Trade Value Shares
Change 		Change in
Stake
ATIA
3226
American Trust Investment Advisors
New Hampshire
$233K – – –
VWA
3227
VERITY Wealth Advisors
United States
$233K – – –
TW
3228
Towerpoint Wealth
California
$233K +$233K +1,480 New
PIA
3229
Powell Investment Advisors
Florida
$230K +$230K +1,460 New
MPIA
3230
Mountain Pacific Investment Advisers
Idaho
$227K -$34.7K -220 -13%
SL
3231
Salomon & Ludwin
Virginia
$227K +$227K +1,440 New
UWPG
3232
Ullmann Wealth Partners Group
Florida
$227K +$227K +1,440 New
WAM
3233
Wakefield Asset Management
Colorado
$227K +$227K +1,440 New
GWAG
3234
Garrett Wealth Advisory Group
Texas
$224K -$183K -1,160 -45%
FPC
3235
Falcon Point Capital
California
$224K -$164K -1,040 -42%
DFG
3236
DWM Financial Group
Illinois
$224K -$158K -1,000 -41%
LWA
3237
Lowe Wealth Advisors
Maryland
$224K – – –
RCC
3238
Red Cedar Capital
Nebraska
$224K +$31.5K +200 +16%
FPIS
3239
Financial Planning & Information Services
Wisconsin
$224K +$224K +1,420 New
KWA
3240
KCS Wealth Advisory
California
$224K +$224K +1,420 New
SHIM
3241
Stone House Investment Management
Pennsylvania
$224K +$224K +1,420 New
MAM
3242
Marotta Asset Management
Virginia
$224K +$224K +1,420 New
SNBOSCI
3243
Security National Bank of Sioux City Iowa
Iowa
$223K +$224K +1,420 New
ADBIC
3244
A.D. Beadell Investment Counsel
Wisconsin
$220K +$221K +1,400 New
HPCM
3245
High Pointe Capital Management
Illinois
$220K +$221K +1,400 New
ICM
3246
Intrepid Capital Management
Florida
$220K +$221K +1,400 New
MCM
3247
Monarch Capital Management
Indiana
$220K +$221K +1,400 New
CCM
3248
Carderock Capital Management
Maryland
$217K -$126K -800 -37%
CIR
3249
Clear Investment Research
Georgia
$217K +$78.8K +500 +57%
BWA
3250
Brave Warrior Advisors
New York
$217K +$218K +1,380 New
128 129
130
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