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Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
2526
Hanson & Doremus Investment Management
Vermont
$233K – – –
HPIA
2527
Hamilton Point Investment Advisors
North Carolina
$233K +$227K +838 New
CA
2528
Crumly & Associates
Illinois
$233K +$227K +839 New
FFWA
2529
FRG Family Wealth Advisors
Washington
$232K – – –
RTS
2530
Round Table Services
New Jersey
$232K +$7.58K +28 +3%
TH
2531
TCTC Holdings
Texas
$232K +$27.1K +100 +14%
TFCP
2532
Twin Focus Capital Partners
Massachusetts
$230K +$271 +1 +0.1%
LWP
2533
Legacy Wealth Planning
Nevada
$230K +$1.35K +5 +0.6%
SCM
2534
Seascape Capital Management
New Hampshire
$229K – – –
CIM
2535
Contravisory Investment Management
Massachusetts
$229K +$14.4K +53 +7%
JIP
2536
JBJ Investment Partners
South Carolina
$229K +$224K +826 New
AC
2537
Asio Capital
Kentucky
$228K +$32.5K +120 +17%
PMG
2538
Private Management Group
California
$227K – – –
SC
2539
Schulhoff & Co
Ohio
$227K +$222K +819 New
BWM
2540
Brickley Wealth Management
California
$225K +$215K +794 New
AIA
2541
Armor Investment Advisors
North Carolina
$223K – – –
CA
2542
Continuum Advisory
Idaho
$223K +$218K +803 New
SIC
2543
SFE Investment Counsel
California
$223K +$218K +803 New
AIA
2544
Alera Investment Advisors
Illinois
$222K +$216K +799 New
SIAS
2545
Shine Investment Advisory Services
Colorado
$221K -$112K -412 -34%
POIA
2546
Pin Oak Investment Advisors
Texas
$221K -$5.96K -22 -3%
AWC
2547
Abundance Wealth Counselors
Pennsylvania
$220K -$5.42K -20 -2%
GCAC
2548
Guardian Capital Advisors (Canada)
Ontario, Canada
$220K +$207K +765 New
VFM
2549
Vivid Financial Management
California
$219K -$19K -70 -8%
PFA
2550
Pettinga Financial Advisors
Indiana
$219K +$213K +787 New
100 101
102
103 104