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Name Holding Trade Value Shares
Change
Change in
Stake
CPSC
1801
Carl P. Sherr & Co
Massachusetts
$253K +$265K +1,256 New
LIM
1802
Loudon Investment Management
New Hampshire
$252K +$55.4K +262 +26%
WKWM
1803
Walter & Keenan Wealth Management
Indiana
$251K -$866K -4,100 -77%
DIP
1804
DT Investment Partners
Pennsylvania
$251K -$142K -674 -35%
AOG
1805
Alpha Omega Group
Virginia
$251K +$10.6K +50 +4%
RIM
1806
Rockbridge Investment Management
New York
$249K -$176K -832 -40%
TCM
1807
Towercrest Capital Management
Pennsylvania
$249K – – –
PCI
1808
Planning Center Inc
Illinois
$249K +$254K +1,200 New
JB Capital
1809
JB Capital
Connecticut
$248K -$211 -1 -0.1%
BFG
1810
Barber Financial Group
Kansas
$248K +$26.2K +124 +11%
CCC
1811
Crescent Capital Consulting
Louisiana
$246K -$211 -1 -0.1%
ESBC
1812
E.S. Barr & Co
Kentucky
$246K – – –
GCMG
1813
Gyroscope Capital Management Group
Florida
$246K – – –
AMR
1814
Asset Management Resources
Massachusetts
$246K +$259K +1,224 New
TWM
1815
TMD Wealth Management
Arizona
$245K -$25.6K -121 -9%
FFS
1816
Founders Financial Securities
Maryland
$245K -$10.1K -48 -4%
BMWM
1817
Brown Miller Wealth Management
Virginia
$245K – – –
E Fund Management
1818
E Fund Management
China
$245K +$3.59K +17 +1%
RWA
1819
Redmont Wealth Advisors
Illinois
$245K +$257K +1,216 New
EHWM
1820
Eads & Heald Wealth Management
Georgia
$243K -$66.1K -313 -21%
FMB
1821
Field & Main Bank
Kentucky
$243K -$18K -85 -7%
NFG
1822
Nadler Financial Group
Illinois
$243K – – –
Foster Group
1823
Foster Group
Iowa
$242K +$1.06K +5 +0.4%
EP
1824
Elkhorn Partners
Nebraska
$242K +$84.5K +400 +50%
Aquatic Capital Management
1825
Aquatic Capital Management
Illinois
$242K +$254K +1,200 New