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Name Holding Trade Value Shares
Change 		Change in
Stake
AM
2201
Atwater Malick
Pennsylvania
$309K – – –
PFC
2202
Phocas Financial Corp
California
$309K – – –
BFS
2203
Bickling Financial Services
Massachusetts
$309K +$3.49K +35 +1%
RCM
2204
Requisite Capital Management
Texas
$308K +$303K +3,037 New
SIMM
2205
Stillwater Investment Management (Minnesota)
Minnesota
$306K +$4.09K +41 +1%
IDBONY
2206
Israel Discount Bank of New York
New York
$306K +$301K +3,013 New
FC
2207
Ferris Capital
Massachusetts
$305K -$655K -6,567 -71%
WIC
2208
Wilkins Investment Counsel
Massachusetts
$305K – – –
PWAC
2209
Private Wealth Advisors (California)
California
$305K +$3.29K +33 +1%
WA
2210
Wealth Architects
California
$305K +$9.28K +93 +3%
RIM
2211
Reliant Investment Management
Tennessee
$304K +$299K +2,994 New
AWS
2212
AJ Wealth Strategies
New York
$304K +$299K +3,000 New
VDBMI
2213
Van Den Berg Management I
Texas
$303K -$28.9K -290 -9%
SCM
2214
Southport Capital Management
Tennessee
$302K -$421K -4,221 -59%
LWM
2215
Loveless Wealth Management
Montana
$301K -$3.99K -40 -1%
CFG
2216
Compton Financial Group
Maryland
$300K -$49.9K -500 -14%
MGIA
2217
Matthew Goff Investment Advisor
Texas
$300K – – –
JF
2218
Jump Financial
Illinois
$298K -$1.05M -10,524 -78%
PWA
2219
Physician Wealth Advisors
Utah
$298K +$4.69K +47 +2%
CFA
2220
Capstone Financial Advisors
Illinois
$297K +$100 +1 +0%
AP
2221
Adero Partners
California
$297K +$2.49K +25 +0.9%
FPGK
2222
Financial Partners Group (Kansas)
Kansas
$297K +$75.2K +754 +35%
BOS
2223
Bingham Osborn & Scarborough
California
$296K -$42.1K -422 -13%
GWSG
2224
GPS Wealth Strategies Group
Colorado
$296K -$21.7K -218 -7%
PTC
2225
Petrus Trust Company
Texas
$296K +$291K +2,915 New
87 88
89
90 91