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Name Holding Trade Value Shares
Change 		Change in
Stake
MFP
2251
Meridian Financial Partners
Virginia
$391K +$347K +1,518 New
CASB
2252
Cape Ann Savings Bank
Massachusetts
$391K +$358K +1,562 New
EGWAG
2253
Elwood & Goetz Wealth Advisory Group
Georgia
$390K – – –
IDA
2254
Intelligence Driven Advisers
California
$390K +$46K +201 +15%
HCM
2255
Hengehold Capital Management
Ohio
$388K -$38.7K -169 -10%
OAM
2256
Optimal Asset Management
California
$388K +$355K +1,549 New
FPCM
2257
Financial Partners Capital Management
New York
$384K -$23.3K -102 -6%
MC
2258
Matisse Capital
Oregon
$383K – – –
LWA
2259
Lineweaver Wealth Advisors
Ohio
$383K +$5.04K +22 +1%
GAM
2260
Gould Asset Management
California
$382K -$137K -600 -28%
LS
2261
Leelyn Smith
Illinois
$382K -$50.4K -220 -13%
VNA
2262
Valley National Advisers
Pennsylvania
$381K -$28.4K -124 -8%
GPWA
2263
Great Point Wealth Advisors
Massachusetts
$381K -$6.18K -27 -2%
KFA
2264
Krane Funds Advisors
New York
$380K -$143K -625 -29%
HSWM
2265
Hubbell Strickland Wealth Management
Louisiana
$380K +$458 +2 +0.1%
TC
2266
Truvestments Capital
Florida
$377K +$86.5K +378 +33%
ZF
2267
Zhang Financial
Michigan
$376K -$35.3K -154 -9%
AI
2268
ArchPoint Investors
Florida
$376K +$145K +635 +73%
BAM
2269
Brave Asset Management
New Jersey
$374K +$4.12K +18 +1%
MCMT
2270
Moon Capital Management (Tennessee)
Tennessee
$374K – – –
FC
2271
Ferris Capital
Massachusetts
$373K +$11.9K +52 +4%
MKC
2272
M. Kraus & Co
Vermont
$373K +$40.1K +175 +13%
PCM
2273
Perritt Capital Management
Illinois
$372K -$52.9K -231 -13%
ACA
2274
Affinity Capital Advisors
California
$372K -$35.5K -155 -9%
MA
2275
MONECO Advisors
Connecticut
$371K +$28.6K +125 +9%
89 90
91
92 93