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Name Holding Trade Value Shares
Change 		Change in
Stake
CTB
3301
Country Trust Bank
Illinois
$385K – – –
MTC
3302
McDaniel Terry & Co
Texas
$385K +$2.34K +6 +0.6%
AWM
3303
Avondale Wealth Management
Texas
$385K – – –
GC
3304
Grange Capital
Oregon
$385K +$390 +1 +0.1%
IFS
3305
Ifrah Financial Services
Arkansas
$384K -$23.8K -61 -5%
PDM
3306
Penn Davis McFarland
Texas
$384K – – –
WFA
3307
Wellspring Financial Advisors
Ohio
$384K – – –
GA
3308
Greenspring Advisors
Maryland
$384K +$408K +1,047 New
YWS
3309
Yarger Wealth Strategies
Ohio
$383K +$28.4K +73 +8%
CWA
3310
Consilio Wealth Advisors
Washington
$383K -$24.2K -62 -6%
PAG
3311
Powers Advisory Group
Illinois
$383K -$8.96K -23 -2%
IWP
3312
Innova Wealth Partners
Pennsylvania
$382K – – –
CMAI
3313
Capital Management Associates Inc
Minnesota
$382K +$186K +476 +84%
BFS
3314
Beacon Financial Strategies
North Carolina
$382K – – –
PCMK
3315
Paragon Capital Management (Kansas)
Kansas
$382K -$39.8K -102 -9%
SSC
3316
Syverson Strege & Co
Iowa
$381K -$1.95K -5 -0.5%
ECAM
3317
East Coast Asset Management
Massachusetts
$381K – – –
MF
3318
Montis Financial
Massachusetts
$381K -$77.9K -200 -16%
OC
3319
Oakmont Corp
California
$378K – – –
LPFG
3320
Landing Point Financial Group
Ohio
$378K +$390 +1 +0.1%
SHFP
3321
Second Half Financial Partners
Florida
$378K -$11.7K -30 -3%
ICM
3322
Intrepid Capital Management
Florida
$377K +$189K +484 +89%
OCM
3323
Osterweis Capital Management
California
$376K -$712K -1,828 -64%
RA
3324
Ruggaard & Associates
Ohio
$376K – – –
FF
3325
Francis Financial
$374K -$164K -422 -29%
131 132
133
134 135