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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2701
Aevitas Wealth Management
Massachusetts
$272K +$27.4K +86 +11%
JFG
2702
JMG Financial Group
Illinois
$271K -$7K -22 -3%
JGUA
2703
John G. Ullman & Associates
New York
$271K – – –
CA
2704
Crumly & Associates
Illinois
$271K +$636 +2 +0.2%
CWM
2705
Curi Wealth Management
North Carolina
$270K +$269K +847 New
KMC
2706
Kirr Marbach & Co
Indiana
$269K – – –
CCC
2707
Chelsea Counsel Company
California
$268K – – –
CCM
2708
Crew Capital Management
Ohio
$268K – – –
1CP
2709
17 Capital Partners
Arizona
$268K +$267K +840 New
WJA
2710
Willis Johnson & Associates
Texas
$267K -$3.5K -11 -1%
CH
2711
Canton Hathaway
Rhode Island
$266K +$4.45K +14 +2%
SWM
2712
Soundmark Wealth Management
Washington
$265K -$7.95K -25 -3%
NA
2713
Nottingham Advisors
New York
$265K -$6.36K -20 -2%
BWM
2714
Brickley Wealth Management
California
$265K +$13.7K +43 +5%
CTFG
2715
Capstone Triton Financial Group
Oklahoma
$264K – – –
MWM
2716
MinichMacGregor Wealth Management
New York
$264K +$31.8K +100 +14%
BFA
2717
Brendel Financial Advisors
New Hampshire
$263K +$262K +825 New
HPIA
2718
Hamilton Point Investment Advisors
North Carolina
$261K – – –
VCG
2719
Vantage Consulting Group
Virginia
$261K +$261K +820 New
KOC
2720
Koss-Olinger Consulting
Florida
$260K -$78.9K -248 -23%
KC
2721
Kingfisher Capital
North Carolina
$260K -$10.2K -32 -4%
LI
2722
LVZ Inc
Michigan
$259K -$184K -578 -42%
KPWG
2723
KFA Private Wealth Group
Virginia
$257K +$954 +3 +0.4%
FG
2724
Foster Group
Iowa
$257K +$13.4K +42 +5%
CBOR
2725
Community Bank of Raymore
Missouri
$256K -$39.8K -125 -13%
107 108
109
110 111