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Name Holding Trade Value Shares
Change 		Change in
Stake
BDFN
2951
Bond & Devick Financial Network
Minnesota
$312K -$6.11K -19 -2%
TSWM
2952
Triangle Securities Wealth Management
North Carolina
$312K +$5.79K +18 +2%
FWP
2953
Falcon Wealth Planning
California
$310K -$11.9K -37 -3%
BRA
2954
Biechele Royce Advisors
Indiana
$310K +$1.61K +5 +0.5%
LCM
2955
Lewis Capital Management
California
$309K – – –
UWPG
2956
Ullmann Wealth Partners Group
Florida
$309K +$23.5K +73 +8%
SAM
2957
Seelaus Asset Management
New Jersey
$308K -$68.5K -213 -17%
FC
2958
Forte Capital
New York
$307K +$10.9K +34 +3%
AA
2959
AJ Advisors
Tennessee
$307K +$2.57K +8 +0.8%
TSS
2960
Thomas Story & Son
Indiana
$307K – – –
RBCM
2961
Raub Brock Capital Management
California
$307K -$54.4K -169 -14%
AFM
2962
Armstrong Fleming & Moore
District of Columbia
$307K +$643 +2 +0.2%
GIM
2963
Guild Investment Management
California
$305K – – –
IWA
2964
Inspirion Wealth Advisors
Illinois
$305K – – –
TA
2965
TrueWealth Advisors
Alabama
$304K +$2.25K +7 +0.7%
MWM
2966
Mascoma Wealth Management
New Hampshire
$304K +$83.9K +261 +35%
FWM
2967
Focused Wealth Management
New York
$304K -$1.93K -6 -0.6%
LD
2968
Lipe & Dalton
New York
$304K – – –
DBIA
2969
Dumont & Blake Investment Advisors
New Jersey
$304K +$965 +3 +0.3%
EA
2970
Emerald Advisers
Pennsylvania
$304K – – –
HFS
2971
HBC Financial Services
Washington
$303K – – –
HCM
2972
Hillman Capital Management
Maryland
$302K – – –
WPI
2973
Walter Public Investments
Canada
$302K – – –
KFG
2974
Kingdom Financial Group
Arizona
$302K +$88.8K +276 +38%
CTFG
2975
Capstone Triton Financial Group
Oklahoma
$302K -$40.8K -127 -11%
117 118
119
120 121