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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2101
Axiom Advisory
California
$573K +$556K +4,891 New
OCG
2102
Opus Capital Group
Ohio
$572K -$5K -44 -0.9%
BA
2103
Ballast Advisors
Minnesota
$572K +$341 +3 +0.1%
PPG
2104
Peak Planning Group
Colorado
$572K -$2.61K -23 -0.5%
ARG
2105
Advisory Resource Group
Oklahoma
$571K – – –
PCM
2106
Perritt Capital Management
Illinois
$568K +$67.5K +594 +14%
AGA
2107
Accuvest Global Advisors
Utah
$568K +$99.6K +877 +22%
CRI
2108
Colonial River Investments
Virginia
$568K +$550K +4,840 New
WCM
2109
Whitener Capital Management
North Carolina
$568K +$550K +4,841 New
MFG
2110
Menard Financial Group
Texas
$567K -$70K -616 -11%
GG
2111
Greenwood Gearhart
Arkansas
$566K -$2.61K -23 -0.5%
BCM
2112
Blume Capital Management
California
$566K – – –
JHP
2113
James Hambro & Partners
United Kingdom
$564K – – –
EIG
2114
Ellenbecker Investment Group
Wisconsin
$564K +$4.32K +38 +0.8%
EBSAM
2115
Eubel Brady & Suttman Asset Management
Ohio
$564K +$25K +220 +5%
BIA
2116
Barry Investment Advisors
Massachusetts
$563K +$261K +2,297 +92%
LWA
2117
Lenox Wealth Advisors
New York
$563K +$330K +2,907 +153%
TWM
2118
Thrive Wealth Management
Pennsylvania
$563K +$545K +4,798 New
CSI
2119
Cross Staff Investments
New York
$563K +$545K +4,799 New
AP
2120
Atwood & Palmer
Missouri
$562K +$6.36K +56 +1%
PCP
2121
Proficio Capital Partners
Massachusetts
$562K +$17.7K +156 +3%
EA
2122
Elm Advisors
California
$561K – – –
FNBSF
2123
First National Bank Sioux Falls
South Dakota
$560K – – –
EIP
2124
Ellis Investment Partners
Pennsylvania
$560K +$15.4K +136 +3%
WPC
2125
Wedmont Private Capital
Pennsylvania
$560K +$502K +4,417 New
83 84
85
86 87