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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
3001
Compton Financial Group
Maryland
$214K +$18.4K +100 +9%
SIC
3002
Shoker Investment Counsel
Ohio
$213K – – –
CS
3003
Capital Square
Tennessee
$213K +$2.4K +13 +1%
MS
3004
Marshall & Sullivan
Washington
$213K +$174K +943 +451%
BWM
3005
Brickley Wealth Management
California
$211K -$2.58K -14 -1%
PCWA
3006
Pacific Capital Wealth Advisors
California
$211K – – –
SPAS
3007
Spectrum Planning & Advisory Services
California
$211K +$211K +1,142 New
JGC
3008
J. Goldman & Co
New York
$210K -$14.3M -77,604 -99%
WJA
3009
Willis Johnson & Associates
Texas
$210K +$209K +1,136 New
HBWM
3010
Hollow Brook Wealth Management
New York
$210K +$210K +1,139 New
TSS
3011
Two Sigma Securities
New York
$209K -$35K -190 -14%
VFP
3012
Verus Financial Partners
Virginia
$209K -$14.9K -81 -7%
NIMI
3013
Natixis Investment Managers International
France
$209K -$8.67K -47 -4%
KWP
3014
Keystone Wealth Partners
Arizona
$209K +$208K +1,130 New
NAMM
3015
NorthStar Asset Management (Massachusetts)
Massachusetts
$209K +$209K +1,131 New
PCA
3016
Private Capital Advisors
Connecticut
$208K – – –
EWF
3017
Epstein & White Financial
California
$208K +$4.24K +23 +2%
PIM
3018
Parker Investment Management
California
$208K +$208K +1,128 New
LOAMU
3019
Lombard Odier Asset Management (USA)
New York
$207K -$3.77M -20,451 -95%
CCM
3020
Carderock Capital Management
Maryland
$207K +$207K +1,120 New
MGAM
3021
McGowan Group Asset Management
Texas
$207K +$207K +1,120 New
LWPC
3022
Legacy Wealth Partners (California)
California
$206K +$206K +1,116 New
FWI
3023
Facet Wealth Inc
Maryland
$206K +$206K +1,117 New
EFG
3024
Everhart Financial Group
Ohio
$205K +$204K +1,107 New
V
3025
VeraBank
Texas
$205K +$205K +1,111 New
119 120
121
122 123