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Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
2726
Granite Harbor Advisors
Texas
$562K +$44.9K +290 +9%
BWA
2727
Blodgett Wealth Advisors
California
$562K – – –
VDBMI
2728
Van Den Berg Management I
Texas
$561K +$1.86K +12 +0.3%
OCG
2729
Opus Capital Group
Ohio
$560K -$20.3K -131 -4%
KWM
2730
KW Wealth Management
California
$560K +$558K +3,604 New
APG
2731
Abacus Planning Group
South Carolina
$559K -$1.39K -9 -0.2%
A
2732
Argentarii
Ohio
$559K +$69.2K +447 +14%
MA
2733
McBroom & Associates
Nevada
$559K – – –
JF
2734
Joule Financial
Kentucky
$558K +$8.52K +55 +2%
MPW
2735
MA Private Wealth
California
$557K +$27.1K +175 +5%
SFS
2736
Sharp Financial Services
Pennsylvania
$556K – – –
IW
2737
Imprint Wealth
South Carolina
$556K +$555K +3,583 New
HVP
2738
Hudson Value Partners
Florida
$554K – – –
LSIA
2739
LaSalle St. Investment Advisors
Illinois
$553K -$11K -71 -2%
RHJA
2740
Rice Hall James & Associates
California
$552K – – –
MEG
2741
Millstone Evans Group
Colorado
$552K +$22.9K +148 +4%
PCM
2742
Permanent Capital Management
Illinois
$552K +$550K +3,554 New
RW
2743
RVW Wealth
California
$552K +$4.96K +32 +0.9%
CPCM
2744
Cardinal Point Capital Management
Ontario, Canada
$551K – – –
BA
2745
Birinyi Associates
Connecticut
$551K – – –
SL
2746
Salomon & Ludwin
Virginia
$550K +$106K +687 +24%
VPP
2747
Vertex Planning Partners
Illinois
$549K +$11.3K +73 +2%
FNC
2748
First National Corp
Massachusetts
$549K +$27.6K +178 +5%
ONST
2749
Old North State Trust
North Carolina
$548K -$2.79K -18 -0.5%
EIG
2750
Ellenbecker Investment Group
Wisconsin
$547K +$4.03K +26 +0.7%
108 109
110
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