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Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
2226
Elwood & Goetz Wealth Advisory Group
Georgia
$291K – – –
VFM
2227
Vivid Financial Management
California
$291K +$135K +617 +65%
RICHC
2228
Renaissance Investment Consultants Holding Company
Pennsylvania
$290K +$1.98K +9 +0.6%
XF
2229
XML Financial
Maryland
$290K +$3.07K +14 +0.9%
GPWA
2230
Great Point Wealth Advisors
Massachusetts
$289K +$5.93K +27 +2%
OR
2231
Olympiad Research
Connecticut
$288K +$339K +1,544 New
CA
2232
Cornerstone Advisory
Maryland
$287K -$145K -660 -30%
MC
2233
Matisse Capital
Oregon
$285K – – –
EMG
2234
ETF Managers Group
New Jersey
$284K +$32.5K +148 +11%
AFG
2235
Affinia Financial Group
Massachusetts
$283K -$14.3K -65 -4%
HSWM
2236
Hubbell Strickland Wealth Management
Louisiana
$283K +$439 +2 +0.1%
MCMT
2237
Moon Capital Management (Tennessee)
Tennessee
$279K +$5.93K +27 +2%
LBC
2238
Lawrence B. Cohen
$278K -$57.7K -263 -15%
CIC
2239
Chase Investment Counsel
Virginia
$277K +$326K +1,484 New
RRWA
2240
Rainey & Randall Wealth Advisors
Florida
$275K +$7.24K +33 +2%
PWM
2241
Paulson Wealth Management
Illinois
$275K +$40K +182 +15%
BAM
2242
Brave Asset Management
New Jersey
$275K +$115K +523 +55%
VCM
2243
Vision Capital Management
Oregon
$273K -$14.3K -65 -4%
BLAM
2244
Bourne Lent Asset Management
New York
$271K – – –
SWA
2245
Stratos Wealth Advisors
Ohio
$270K +$87.8K +400 +38%
LJAC
2246
L.J. Altfest & Co
New York
$269K +$317K +1,443 New
FC
2247
Ferris Capital
Massachusetts
$268K -$28.1K -128 -8%
CCM
2248
Community Capital Management
Florida
$268K – – –
EIA
2249
Edgemoor Investment Advisors
Maryland
$268K – – –
MPCG
2250
Matrix Private Capital Group
New York
$268K +$24.4K +111 +8%
88 89
90
91 92