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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1901
Pointe Capital Management
Michigan
$340K -$19.8K -205 -5%
LC
1902
LCNB Corp
Ohio
$340K -$25.6K -265 -7%
CSWG
1903
Cardinal Strategic Wealth Guidance
Kentucky
$339K – – –
SPP
1904
Single Point Partners
Massachusetts
$339K -$2.51K -26 -0.7%
TFM
1905
TFC Financial Management
Massachusetts
$338K +$1.35K +14 +0.4%
FBA
1906
Front Barnett Associates
Illinois
$338K – – –
AL
1907
Aspiriant LLC
California
$337K +$25.1K +260 +8%
EA
1908
Emerald Advisers
Pennsylvania
$337K -$557K -5,770 -61%
NAM
1909
NTV Asset Management
West Virginia
$337K +$2.8K +29 +0.8%
ACM
1910
Acrisure Capital Management
Texas
$334K +$346K +3,586 New
EFM
1911
E Fund Management
China
$334K -$34.3K -355 -9%
CPA
1912
Cardiff Park Advisors
California
$334K -$3.86K -40 -1%
RFN
1913
Redwood Financial Network
Ohio
$333K +$386 +4 +0.1%
HCA
1914
Heck Capital Advisors
Wisconsin
$333K +$4.92K +51 +1%
MCM
1915
Magnolia Capital Management
New York
$333K – – –
MTC
1916
McDaniel Terry & Co
Texas
$333K +$55.9K +579 +19%
MCWS
1917
McKinley Carter Wealth Services
West Virginia
$333K -$13.9K -144 -4%
FWTB
1918
First Western Trust Bank
Colorado
$332K +$46.6K +483 +16%
BWM
1919
BCS Wealth Management
Tennessee
$332K – – –
SW
1920
SkyOak Wealth
Michigan
$332K – – –
WCP
1921
Welch Capital Partners
New York
$331K – – –
FBB
1922
Fulton Breakefield Broenniman
Maryland
$328K +$340K +3,522 New
AFG
1923
AFS Financial Group
Maryland
$327K +$339K +3,512 New
SF
1924
Summit Financial
New Jersey
$327K -$270K -2,800 -44%
AF
1925
Apexium Financial
Texas
$327K +$65.3K +677 +24%
75 76
77
78 79