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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
4701
Aufman Associates
Pennsylvania
$296K +$31K +170 +12%
RFG
4702
Range Financial Group
Oregon
$295K -$172K -943 -37%
HWM
4703
Horizons Wealth Management
North Carolina
$295K – – –
BWM
4704
Brickley Wealth Management
California
$294K -$22.6K -124 -7%
MWPCG
4705
Measured Wealth Private Client Group
New Hampshire
$292K -$170K -933 -37%
FCFC
4706
First Citizens Financial Corp
Iowa
$292K +$22.3K +122 +8%
HIC
4707
Harvey Investment Company
Kentucky
$292K – – –
CCA
4708
Clarity Capital Advisors
Florida
$292K – – –
MECA
4709
Miller Equity Capital Advisors
Texas
$292K -$43.8K -240 -13%
ATI
4710
ARK & TLK Investments
Oklahoma
$291K +$365 +2 +0.1%
CM
4711
Capital Management
Virginia
$291K – – –
NHFG
4712
New Harbor Financial Group
Massachusetts
$291K +$40.1K +220 +16%
EC
4713
EntryPoint Capital
New York
$291K +$51.1K +280 +22%
NA
4714
Nordwand Advisors
Pennsylvania
$290K – – –
ODA
4715
One Degree Advisors
California
$289K -$912 -5 -0.3%
LAM
4716
Lakewood Asset Management
Illinois
$289K +$73K +400 +35%
T
4717
TrueFG
Texas
$282K +$50K +274 +22%
YWM
4718
Yardley Wealth Management
Pennsylvania
$281K +$276K +1,510 New
SFO
4719
Standard Family Office
South Dakota
$280K – – –
LAM
4720
Lifestyle Asset Management
Texas
$280K -$34.3K -188 -11%
GC
4721
Gruss & Co
Florida
$279K -$639K -3,500 -70%
EC
4722
EJF Capital
Virginia
$279K – – –
FWM
4723
FMA Wealth Management
Massachusetts
$279K – – –
SCA
4724
Sassicaia Capital Advisers
New York
$279K +$274K +1,500 New
AIA
4725
Arbor Investment Advisors
North Carolina
$276K -$18.2K -100 -6%
187 188
189
190 191