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Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
2301
The Family Firm
Maryland
$239K -$10.1K -46 -3%
WCM
2302
WealthBridge Capital Management
Ohio
$238K +$24.6K +112 +10%
CIS
2303
Capital International Sarl
California
$237K – – –
BFA
2304
Beacon Financial Advisory
Ohio
$236K -$80.1K -365 -22%
SAM
2305
SignalPoint Asset Management
Missouri
$236K +$19.8K +90 +8%
MC
2306
Miles Capital
Iowa
$234K +$14.9K +68 +6%
FS
2307
Ferguson Shapiro
Georgia
$233K -$10.5K -48 -4%
CC
2308
Capital Counsel
New York
$232K +$65.9K +300 +32%
RHFI
2309
Reilly Herbert Faulkner III
$231K – – –
TSS
2310
Two Sigma Securities
New York
$231K +$271K +1,235 New
PCMK
2311
Paragon Capital Management (Kansas)
Kansas
$230K -$21.3K -97 -7%
SFWA
2312
Summit Financial Wealth Advisors
Louisiana
$229K – – –
MGWM
2313
Marks Group Wealth Management
Minnesota
$229K +$22.2K +101 +9%
MFG
2314
Menard Financial Group
Texas
$227K -$1.21M -5,534 -82%
ELI
2315
Empire Life Investments
Ontario, Canada
$227K +$50.5K +230 +23%
DBIA
2316
Dumont & Blake Investment Advisors
New Jersey
$226K -$2.63K -12 -1%
SWG
2317
Summit Wealth Group
Vermont
$226K -$439 -2 -0.2%
UCI
2318
Uncommon Cents Investing
Wisconsin
$225K – – –
EAM
2319
Evanson Asset Management
California
$225K +$20.9K +95 +9%
CAN
2320
Claraphi Advisory Network
United States
$224K -$118K -536 -31%
HWA
2321
Hilltop Wealth Advisors
North Carolina
$224K -$22K -100 -8%
BA
2322
Ballast Advisors
Minnesota
$224K -$2.85K -13 -1%
CCA
2323
Conestoga Capital Advisors
Pennsylvania
$224K – – –
CGA
2324
Crescent Grove Advisors
Illinois
$224K +$264K +1,202 New
PCMC
2325
Private Capital Management (Colorado)
Colorado
$223K – – –
91 92
93
94 95