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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
2176
Garrison Asset Management
Arkansas
$339K -$160K -3,882 -34%
PAS
2177
Professional Advisory Services
Florida
$339K – – –
RWB
2178
RMR Wealth Builders
New Jersey
$338K -$234K -5,692 -43%
JF
2179
JSF Financial
California
$337K -$103K -2,508 -25%
PIA
2180
Perennial Investment Advisors
California
$337K -$5.88K -143 -2%
CFO
2181
Collective Family Office
Pennsylvania
$337K +$310K +7,536 New
WWS
2182
Wellington Wealth Strategies
Indiana
$337K +$274K +6,664 New
PWM
2183
PBMares Wealth Management
Virginia
$336K -$20.1K -490 -6%
NCM
2184
Noesis Capital Mangement
Florida
$334K -$12K -293 -4%
FP
2185
Financial Perspectives
Minnesota
$333K -$99.6K -2,424 -25%
BCM
2186
Brown Capital Management
Maryland
$332K – – –
FNWM
2187
Financial Network Wealth Management
Utah
$332K +$305K +7,420 New
BG
2188
Berry Group
Massachusetts
$331K – – –
DFA
2189
Delta Financial Advisors
Louisiana
$331K +$3.33K +81 +1%
HFP
2190
Holistic Financial Partners
Indiana
$331K +$32.4K +788 +12%
BDWM
2191
Brewin Dolphin Wealth Management
Ireland
$331K -$139K -3,384 -31%
AWP
2192
Abacus Wealth Partners
California
$329K +$303K +7,362 New
TCM
2193
Tufton Capital Management
Maryland
$329K +$10.5K +255 +4%
TFF
2194
The Family Firm
Maryland
$328K +$26.7K +649 +10%
NAMP
2195
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$327K -$12.3K -300 -4%
SFG
2196
Sowa Financial Group
Rhode Island
$327K +$41 +1 +0%
MJP
2197
Michael J. Puzo
$326K -$12.3K -300 -4%
BMCM
2198
Bryn Mawr Capital Management
Pennsylvania
$326K +$41.1K +1,000 +16%
OWA
2199
One Wealth Advisors
California
$323K -$160K -3,899 -35%
AA
2200
Auxano Advisors
Washington
$323K +$297K +7,228 New
86 87
88
89 90