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Name Holding Trade Value Shares
Change 		Change in
Stake
JIM
2551
Jensen Investment Management
Oregon
$859K -$1.86M -5,075 -67%
ZCP
2552
Z3 Capital Partners
Virginia
$856K +$912K +2,489 New
NP
2553
NS Partners
United Kingdom
$855K +$35.2K +96 +4%
PAS
2554
PKS Advisory Services
New York
$854K -$30.4K -83 -3%
DWG
2555
Darden Wealth Group
Michigan
$854K – – –
PWC
2556
Pathfinder Wealth Consulting
North Carolina
$854K +$909K +2,481 New
CIM
2557
CIM Investment Management
Pennsylvania
$853K – – –
EWA
2558
Etesian Wealth Advisors
Oregon
$851K -$42.5K -116 -4%
ESBC
2559
E.S. Barr & Co
Kentucky
$850K +$18.7K +51 +2%
SN
2560
Sittner & Nelson
Oregon
$848K -$3.3K -9 -0.4%
LSIA
2561
LaSalle St. Investment Advisors
Illinois
$848K -$21.2K -58 -2%
GSIS
2562
Global Strategic Investment Solutions
Arizona
$847K +$3.66K +10 +0.4%
VIA
2563
Vickerman Investment Advisors
Washington
$846K -$1.43M -3,909 -61%
MKC
2564
M. Kraus & Co
Vermont
$846K – – –
WIC
2565
Wilkins Investment Counsel
Massachusetts
$846K -$673K -1,837 -43%
FGWP
2566
Founders Grove Wealth Partners
Virginia
$844K -$6.96K -19 -0.8%
SCP
2567
Sivia Capital Partners
California
$843K -$90.5K -247 -9%
DWM
2568
DecisionMap Wealth Management
Virginia
$842K +$28.2K +77 +3%
CFCS
2569
CDM Financial Counseling Services
Connecticut
$841K +$896K +2,445 New
BAM
2570
Brave Asset Management
New Jersey
$841K +$28.9K +79 +3%
TWM
2571
Topsail Wealth Management
North Carolina
$840K -$113K -309 -11%
PCM
2572
Park Capital Management
Wisconsin
$838K -$55.3K -151 -6%
WI
2573
Wedgewood Investors
Pennsylvania
$835K -$14.7K -40 -2%
CCA
2574
Catalyst Capital Advisors
New York
$835K -$637K -1,738 -42%
RCM
2575
Raleigh Capital Management
North Carolina
$833K +$2.93K +8 +0.3%
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