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Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
2101
Aveo Capital Partners
Colorado
$241K +$230K +1,254 New
DIS
2102
Diversified Investment Strategies
Louisiana
$240K – – –
BO
2103
BRR OpCo
Ohio
$239K -$5.69K -31 -2%
WCM
2104
WealthBridge Capital Management
Ohio
$239K +$49.9K +272 +28%
EFL
2105
ERn Financial LLC
Wisconsin
$237K +$211K +1,149 New
DACG
2106
Donor Advised Charitable Giving
California
$237K +$226K +1,233 New
ACM
2107
AlphaStar Capital Management
North Carolina
$237K +$227K +1,236 New
BFWA
2108
Benchmark Financial Wealth Advisors
Florida
$236K +$225K +1,229 New
SLA
2109
Silver Lake Advisory
Utah
$235K – – –
SIMM
2110
Stillwater Investment Management (Minnesota)
Minnesota
$235K +$1.65K +9 +0.7%
UCI
2111
Uncommon Cents Investing
Wisconsin
$234K – – –
WA
2112
Wealth Architects
California
$233K – – –
LRIA
2113
Leonard Rickey Investment Advisors
Washington
$232K -$18.3K -100 -8%
CWM
2114
Campbell Wealth Management
Virginia
$231K +$221K +1,206 New
PSG
2115
Planning Solutions Group
Maryland
$230K -$131K -715 -37%
CCA
2116
Conestoga Capital Advisors
Pennsylvania
$230K – – –
HCMNY
2117
Howard Capital Management (New York)
New York
$229K -$15.4K -84 -7%
FFG
2118
Fortem Financial Group
California
$229K +$219K +1,194 New
CCMW
2119
Cypress Capital Management (Wyoming)
Wyoming
$227K -$1.1K -6 -0.5%
ME
2120
McIlrath & Eck
Washington
$227K +$52.5K +286 +32%
WPC
2121
White Pine Capital
Minnesota
$226K – – –
OC
2122
Oakmont Corp
California
$225K – – –
PAM
2123
Peak Asset Management
Colorado
$224K -$19.3K -105 -8%
VNA
2124
Valley National Advisers
Pennsylvania
$224K -$14.3K -78 -6%
KMC
2125
Kirr Marbach & Co
Indiana
$224K – – –
83 84
85
86 87