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Name Holding Trade Value Shares
Change 		Change in
Stake
THCM
5351
Taylor Hoffman Capital Management
Virginia
$510K +$23.6K +107 +5%
CC
5352
Capital Counsel
New York
$510K -$18.7K -85 -3%
CAM
5353
Campion Asset Management
Virginia
$510K +$10.1K +46 +2%
HFS
5354
Hughes Financial Services
Virginia
$510K +$189K +857 +54%
MSF
5355
Mustard Seed Financial
Arkansas
$509K -$220 -1 -0%
BWG
5356
Balanced Wealth Group
Ohio
$509K -$60.1K -273 -10%
CEI
5357
Clark Estates Inc
New York
$508K – – –
CWR
5358
Chico Wealth RIA
California
$508K +$28.2K +128 +6%
IVP
5359
Intrinsic Value Partners
Arizona
$508K – – –
FFG
5360
Foundry Financial Group
New Hampshire
$507K +$62.8K +285 +13%
SC
5361
Swan Capital
Florida
$507K -$161K -731 -23%
PFA
5362
Pathway Financial Advisors
Vermont
$507K +$1.32K +6 +0.2%
AC
5363
ASB Consultores
Florida
$503K +$405K +1,839 New
TW
5364
Towerpoint Wealth
California
$502K -$69.4K -315 -12%
IIM
5365
IFC & Insurance Marketing
California
$502K +$11K +50 +2%
SIMC
5366
Squire Investment Management Company
Utah
$501K -$3.52K -16 -0.7%
KA
5367
Kure Advisory
Minnesota
$500K -$4.62K -21 -0.9%
CG
5368
Castellan Group
Kentucky
$500K -$7.36M -33,409 -93%
WIC
5369
Whitegate Investment Counselors
New Hampshire
$500K – – –
GK
5370
Graney & King
New York
$500K – – –
MFG
5371
Mustico Financial Group
New York
$500K +$134K +608 +46%
SPI
5372
Santori & Peters Inc
Pennsylvania
$499K -$44.9K -204 -8%
SJGA
5373
Stephen J. Garry & Associates
New York
$498K -$1.32K -6 -0.3%
GCS
5374
Gordian Capital (Singapore)
Singapore
$498K -$1.67M -7,600 -76%
BIA
5375
Beacon Investment Advisors
Maryland
$498K -$9.03K -41 -2%
213 214
215
216 217