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Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
3026
Sharkey, Howes & Javer
Colorado
$242K – – –
WHCI
3027
W.H. Cornerstone Investments
Massachusetts
$241K +$245K +1,530 New
TF
3028
TimeScale Financial
Massachusetts
$240K +$2.4K +15 +1%
SWP
3029
Summit Wealth Partners
Florida
$240K -$90.4K -564 -27%
KNW
3030
Kesler Norman & Wride
Utah
$239K – – –
IVP
3031
Intrinsic Value Partners
Arizona
$239K – – –
OPWM
3032
Oakwell Private Wealth Management
Texas
$238K +$14.1K +88 +6%
VF
3033
Vawter Financial
Ohio
$238K – – –
IAP
3034
Indie Asset Partners
Indiana
$237K -$1.6K -10 -0.7%
GCM
3035
Genus Capital Management
British Columbia, Canada
$237K +$241K +1,506 New
FCMC
3036
Founders Capital Management (Connecticut)
Connecticut
$237K – – –
TB
3037
Terril Brothers
Missouri
$237K +$16K +100 +7%
FPIS
3038
Financial Planning & Information Services
Wisconsin
$236K +$12.3K +77 +5%
NC
3039
NBW Capital
Massachusetts
$236K +$42.8K +267 +22%
ICM
3040
Intrepid Capital Management
Florida
$235K – – –
RW
3041
REDW Wealth
New Mexico
$234K +$4.65K +29 +2%
MAM
3042
McCarthy Asset Management
California
$234K -$15.4K -96 -6%
CPP
3043
Capasso Planning Partners
South Carolina
$234K +$33K +206 +16%
SCM
3044
Stonehearth Capital Management
Massachusetts
$233K -$22.4K -140 -9%
FFA
3045
Fairfield Financial Advisors
Massachusetts
$233K +$105K +655 +79%
VDBMI
3046
Van Den Berg Management I
Texas
$233K – – –
FFIC
3047
First Fiduciary Investment Counsel
Ohio
$232K – – –
AFS
3048
AFG Fiduciary Services
Massachusetts
$232K +$160 +1 +0.1%
SWP
3049
Semus Wealth Partners
Florida
$232K +$26.1K +163 +12%
AFA
3050
American Financial Advisors
Georgia
$231K +$1.12K +7 +0.5%
120 121
122
123 124