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Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1326
9258 Wealth Management
Ohio
$232K +$5.77K +100 +3%
CCM
1327
Check Capital Management
California
$231K – – –
NDSI
1328
Newman Dignan & Sheerar Inc
Rhode Island
$231K – – –
LFA
1329
Legacy Financial Advisors
Kentucky
$231K +$197K +3,415 New
BWCS
1330
Beirne Wealth Consulting Services
Connecticut
$229K – – –
PCG
1331
Private Capital Group
Connecticut
$229K +$11.7K +202 +6%
EFSCE
1332
Enterprise Financial Services Corp (EFSC)
Missouri
$228K +$38K +658 +24%
MME
1333
Meag Munich Ergo
Germany
$227K – – –
CC
1334
Chicago Capital
Illinois
$226K – – –
FCCM
1335
First City Capital Management
Georgia
$226K +$192K +3,333 New
BIM
1336
Bridgecreek Investment Management
Oklahoma
$225K +$192K +3,325 New
SI
1337
SCP Investment
California
$224K -$147K -2,540 -43%
DDC
1338
DF Dent & Co
Maryland
$224K – – –
FRA
1339
Front Row Advisors
California
$224K – – –
SDWMA
1340
Schneider Downs Wealth Management Advisors
Pennsylvania
$224K +$191K +3,311 New
5L
1341
55I LLC
Massachusetts
$223K +$190K +3,285 New
CIC
1342
Crawford Investment Counsel
Georgia
$223K +$190K +3,285 New
MSFS
1343
Main Street Financial Solutions
Pennsylvania
$223K +$190K +3,290 New
YWP
1344
YorkBridge Wealth Partners
New York
$223K +$190K +3,291 New
FIM
1345
Freedom Investment Management
Connecticut
$221K +$189K +3,268 New
LF
1346
Lee Financial
Texas
$220K +$7.67K +133 +4%
APG
1347
Abacus Planning Group
South Carolina
$220K +$187K +3,243 New
HC
1348
Hourglass Capital
Texas
$220K +$188K +3,250 New
CG
1349
Caprock Group
Idaho
$219K -$209K -3,623 -53%
JC
1350
Jacobs & Co
California
$218K -$5.48K -95 -3%
52 53
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55 56