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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2301
Wealth Architects
California
$290K +$6.12K +27 +2%
PCMK
2302
Paragon Capital Management (Kansas)
Kansas
$290K +$31.5K +139 +12%
FNBSF
2303
First National Bank Sioux Falls
South Dakota
$290K +$300K +1,326 New
MPCG
2304
Matrix Private Capital Group
New York
$289K +$300K +1,323 New
FWSM
2305
First Wilshire Securities Management
California
$289K +$300K +1,325 New
MGIA
2306
Moneta Group Investment Advisors
Missouri
$288K -$770K -3,400 -72%
GAM
2307
Garrison Asset Management
Arkansas
$288K -$49.8K -220 -14%
SWP
2308
Summit Wealth Partners
Florida
$288K +$298K +1,317 New
MKC
2309
M. Kraus & Co
Vermont
$287K – – –
MS
2310
Madden Securities
Texas
$286K +$296K +1,308 New
VPI
2311
Value Partners Investments
Manitoba, Canada
$285K +$296K +1,305 New
V
2312
VeraBank
Texas
$284K – – –
HWA
2313
Hilltop Wealth Advisors
North Carolina
$284K +$295K +1,301 New
EMG
2314
ETF Managers Group
New Jersey
$283K +$68.8K +304 +31%
SL
2315
Salomon & Ludwin
Virginia
$283K +$222K +982 +315%
MCG
2316
MACRO Consulting Group
New Jersey
$282K – – –
ACP
2317
Aveo Capital Partners
Colorado
$282K +$3.4K +15 +1%
VNA
2318
Valley National Advisers
Pennsylvania
$282K +$7.7K +34 +3%
PWM
2319
Paulson Wealth Management
Illinois
$280K +$62.5K +276 +30%
CH
2320
Canton Hathaway
Rhode Island
$279K – – –
MCM
2321
McMillion Capital Management
North Carolina
$278K – – –
PCMC
2322
Private Capital Management (Colorado)
Colorado
$278K – – –
LWA
2323
Lenox Wealth Advisors
New York
$278K +$15.4K +68 +6%
CIS
2324
Capital International Sarl
California
$278K +$288K +1,271 New
LWM
2325
Lenox Wealth Management
Ohio
$277K -$798K -3,522 -74%
91 92
93
94 95