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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
4976
Charter Capital Management
Wisconsin
$555K +$15.6K +69 +3%
GWI
4977
Grace & White Inc
New York
$553K – – –
JWM
4978
JDH Wealth Management
California
$553K +$7.47K +33 +1%
OWM
4979
Orgel Wealth Management
Wisconsin
$551K – – –
AFG
4980
Arkansas Financial Group
Arkansas
$551K – – –
PWM
4981
PMG Wealth Management
Illinois
$549K +$82.4K +364 +17%
VFP
4982
Verus Financial Partners
Virginia
$548K +$19.9K +88 +4%
CAM
4983
CPA Asset Management
Florida
$547K -$35.5K -157 -6%
PFO
4984
PMG Family Office
Texas
$546K +$563K +2,487 New
SCM
4985
Sollinda Capital Management
Florida
$542K +$61.3K +271 +12%
CWA
4986
Continuum Wealth Advisors
New York
$541K +$149K +660 +37%
AF
4987
Abound Financial
California
$541K – – –
MSCM
4988
McElhenny Sheffield Capital Management
Texas
$540K +$557K +2,459 New
SFP
4989
Sterling Financial Planning
New Jersey
$539K +$11.3K +50 +2%
PFC
4990
Phocas Financial Corp
California
$538K – – –
WF
4991
WinCap Financial
Massachusetts
$538K +$25.8K +114 +5%
MSF
4992
Mustard Seed Financial
Arkansas
$537K -$11.3K -50 -2%
CEI
4993
Clark Estates Inc
New York
$536K – – –
HSWS
4994
Higgins & Schmidt Wealth Strategies
Colorado
$535K -$16.3K -72 -3%
SRCM
4995
Signature Resources Capital Management
California
$533K -$73.8K -326 -12%
LWIC
4996
Leith Wheeler Investment Counsel
British Columbia, Canada
$533K +$136K +600 +33%
EA
4997
Ergawealth Advisors
Illinois
$533K -$41.6K -184 -7%
DSA
4998
Droms Strauss Advisors
Missouri
$533K +$20.8K +92 +4%
PCMC
4999
Paragon Capital Management (Colorado)
Colorado
$532K – – –
MPIA
5000
Milestones Private Investment Advisors
New York
$532K +$45.3K +200 +9%
198 199
200
201 202