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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
2726
Charles Schwab Investment Advisory
California
$270K +$18K +109 +6%
CCM
2727
Check Capital Management
California
$270K +$26.4K +160 +9%
MAM
2728
McLean Asset Management
Virginia
$269K +$12.6K +76 +4%
MAM
2729
Marotta Asset Management
Virginia
$268K -$7.27K -44 -2%
MAM
2730
McCarthy Asset Management
California
$267K – – –
FP
2731
Fiduciary Planning
Florida
$267K +$1.98K +12 +0.7%
LRWA
2732
Long Run Wealth Advisors
New York
$267K +$305K +1,844 New
CF
2733
Corrigan Financial
Rhode Island
$267K +$16.7K +101 +6%
PS
2734
Portfolio Solutions
Michigan
$266K -$8.27K -50 -3%
WAM
2735
WealthTrust Asset Management
Florida
$265K +$1.32K +8 +0.4%
ZIMP
2736
Zimmermann Investment Management & Planning
Pennsylvania
$265K +$303K +1,832 New
UCB
2737
United Community Bank
South Carolina
$265K -$131K -790 -30%
MECA
2738
Miller Equity Capital Advisors
Texas
$264K – – –
CFAM
2739
Center For Asset Management
Florida
$264K +$83.3K +504 +38%
APC
2740
Aspire Private Capital
North Carolina
$263K -$3.47K -21 -1%
FCFC
2741
First Citizens Financial Corp
Iowa
$263K – – –
SGK
2742
Steigerwald Gordon & Koch
Virginia
$263K +$42.2K +255 +16%
WCFA
2743
Walkner Condon Financial Advisors
Wisconsin
$262K -$147K -889 -33%
AIA
2744
AIMZ Investment Advisors
California
$262K -$4.46K -27 -1%
AWA
2745
Acorn Wealth Advisors
Michigan
$262K -$1.82K -11 -0.6%
DA
2746
Dash Acquisitions
California
$262K – – –
PA
2747
Planning Alternatives
Michigan
$262K – – –
FIM
2748
Fernwood Investment Management
Massachusetts
$261K -$4.13K -25 -1%
AWA
2749
AmeriServ Wealth Advisors
Pennsylvania
$261K – – –
PM
2750
Penbrook Management
New York
$261K – – –
108 109
110
111 112