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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
3026
Bridge Advisory
California
$242K +$4.17K +26 +2%
SHJ
3027
Sharkey, Howes & Javer
Colorado
$242K – – –
WHCI
3028
W.H. Cornerstone Investments
Massachusetts
$241K +$245K +1,530 New
TF
3029
TimeScale Financial
Massachusetts
$240K +$2.4K +15 +1%
SWP
3030
Summit Wealth Partners
Florida
$240K -$90.4K -564 -27%
KNW
3031
Kesler Norman & Wride
Utah
$239K – – –
IVP
3032
Intrinsic Value Partners
Arizona
$239K – – –
OPWM
3033
Oakwell Private Wealth Management
Texas
$238K +$14.1K +88 +6%
VF
3034
Vawter Financial
Ohio
$238K – – –
IAP
3035
Indie Asset Partners
Indiana
$237K -$1.6K -10 -0.7%
GCM
3036
Genus Capital Management
British Columbia, Canada
$237K +$241K +1,506 New
FCMC
3037
Founders Capital Management (Connecticut)
Connecticut
$237K – – –
TB
3038
Terril Brothers
Missouri
$237K +$16K +100 +7%
FPIS
3039
Financial Planning & Information Services
Wisconsin
$236K +$12.3K +77 +5%
NC
3040
NBW Capital
Massachusetts
$236K +$42.8K +267 +22%
ICM
3041
Intrepid Capital Management
Florida
$235K – – –
RW
3042
REDW Wealth
New Mexico
$234K +$4.65K +29 +2%
MAM
3043
McCarthy Asset Management
California
$234K -$15.4K -96 -6%
CPP
3044
Capasso Planning Partners
South Carolina
$234K +$33K +206 +16%
SCM
3045
Stonehearth Capital Management
Massachusetts
$233K -$22.4K -140 -9%
FFA
3046
Fairfield Financial Advisors
Massachusetts
$233K +$105K +655 +79%
VDBMI
3047
Van Den Berg Management I
Texas
$233K – – –
FFIC
3048
First Fiduciary Investment Counsel
Ohio
$232K – – –
AFS
3049
AFG Fiduciary Services
Massachusetts
$232K +$160 +1 +0.1%
SWP
3050
Semus Wealth Partners
Florida
$232K +$26.1K +163 +12%
120 121
122
123 124