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Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1901
Glassman Wealth Services
Virginia
$229K +$10.4K +60 +5%
TA
1902
Trellis Advisors
Washington
$229K +$208K +1,206 New
MFS
1903
Madrona Financial Services
Washington
$229K +$208K +1,207 New
FFA
1904
Fragasso Financial Advisors
Pennsylvania
$228K +$208K +1,205 New
WA
1905
Wealth Architects
California
$228K +$208K +1,205 New
SC
1906
Slow Capital
California
$227K +$207K +1,197 New
WPC
1907
White Pine Capital
Minnesota
$227K +$207K +1,198 New
MC
1908
Miles Capital
Iowa
$227K +$207K +1,199 New
CCA
1909
Conestoga Capital Advisors
Pennsylvania
$227K +$207K +1,200 New
SA
1910
Sicart Associates
New York
$227K +$207K +1,200 New
SLA
1911
Silver Lake Advisory
Utah
$227K +$207K +1,200 New
SICM
1912
Sustainable Insight Capital Management
New York
$227K +$207K +1,200 New
AIS
1913
AlphaOne Investment Services
Pennsylvania
$226K -$4.49K -26 -2%
KJWM
1914
Kiley Juergens Wealth Management
Washington
$226K +$206K +1,193 New
SIC
1915
Sigma Investment Counselors
Michigan
$226K +$206K +1,193 New
MSA
1916
Marino Stram & Associates
Massachusetts
$226K +$206K +1,195 New
WA
1917
WealthTrust-Arizona
Arizona
$224K -$7.94K -46 -4%
GSBTD
1918
Glenview State Bank Trust Department
Illinois
$223K +$203K +1,175 New
SFS
1919
Strategic Financial Services
New York
$223K +$203K +1,177 New
OC
1920
Oakmont Corp
California
$222K +$202K +1,170 New
CG
1921
CFO4Life Group
Texas
$222K +$202K +1,171 New
WTFG
1922
Wells Trecaso Financial Group
Ohio
$221K +$201K +1,164 New
KMC
1923
Kirr Marbach & Co
Indiana
$221K +$201K +1,166 New
MCM
1924
MV Capital Management
Maryland
$220K +$103K +598 +106%
FIMG
1925
Financial & Investment Management Group
Michigan
$220K +$200K +1,161 New
75 76
77
78 79