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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1851
KLCM Advisors
Wisconsin
$380K +$102K +1,034 +25%
PWM
1852
PBMares Wealth Management
Virginia
$378K +$8.4K +85 +2%
CF
1853
Copperwynd Financial
Arizona
$378K +$19.8K +200 +4%
PFA
1854
Pathway Financial Advisors
Vermont
$376K – – –
BWP
1855
BSW Wealth Partners
Colorado
$376K +$55K +557 +12%
SB
1856
Strategic Blueprint
Georgia
$375K -$2.19M -22,213 -81%
EWM
1857
Evermay Wealth Management
Virginia
$373K -$36.6K -370 -7%
IAIM
1858
International Assets Investment Management
Florida
$373K +$508K +5,141 New
BT
1859
Brandywine Trust
Delaware
$372K – – –
SMM
1860
Stadion Money Management
Georgia
$372K – – –
LI
1861
Lafayette Investments
Maryland
$371K +$4.74K +48 +0.9%
BB
1862
Bell Bank
North Dakota
$368K -$6.92K -70 -1%
ACA
1863
Aptus Capital Advisors
Alabama
$367K -$4.77M -48,261 -90%
FIA
1864
Foundations Investment Advisors
Arizona
$367K +$9.59K +97 +2%
WI
1865
Wedgewood Investors
Pennsylvania
$364K -$40.5K -410 -8%
MFW
1866
Mosaic Family Wealth
Missouri
$363K -$183K -1,852 -27%
MC
1867
Mathes Company
New York
$362K -$42K -425 -8%
HBWM
1868
Hollow Brook Wealth Management
New York
$362K -$9.88K -100 -2%
UFG
1869
United Fire Group
Iowa
$362K – – –
AAI
1870
American Assets Inc
California
$362K +$494K +5,000 New
WAG
1871
Winthrop Advisory Group
Massachusetts
$360K +$35.1K +355 +8%
HCM
1872
Hodges Capital Management
Texas
$359K -$998K -10,096 -67%
CM
1873
Castleark Management
Illinois
$358K -$8.87M -89,805 -95%
FBFS
1874
First Business Financial Services
Wisconsin
$358K -$265K -2,684 -35%
ISWM
1875
Independent Solutions Wealth Management
New York
$357K -$765K -7,741 -61%
73 74
75
76 77