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Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
2301
Sharkey, Howes & Javer
Colorado
$597K – – –
CAM
2302
Claret Asset Management
Quebec, Canada
$597K +$7.99K +29 +2%
MHR
2303
Matthew Hamilton Rosenberg
$596K +$9.65K +35 +2%
BA
2304
Ballast Advisors
Minnesota
$593K +$27.6K +100 +5%
PCMC
2305
Paragon Capital Management (Colorado)
Colorado
$591K -$46.9K -170 -8%
UC
2306
Unio Capital
New Jersey
$591K – – –
TWM
2307
TriaGen Wealth Management
California
$590K -$3.58K -13 -0.7%
BFWA
2308
Benchmark Financial Wealth Advisors
Florida
$589K -$74.7K -271 -12%
W
2309
Wealthquest
Ohio
$588K +$3.86K +14 +0.7%
FC
2310
Forte Capital
New York
$585K -$362K -1,313 -41%
VSWA
2311
Vontobel Swiss Wealth Advisors
Switzerland
$583K -$465K -1,686 -47%
OA
2312
Oxbow Advisors
Texas
$583K +$16K +58 +3%
CCA
2313
Clearwater Capital Advisors
Illinois
$581K +$16.5K +60 +3%
CCM
2314
Compass Capital Management
Minnesota
$580K -$13K -47 -2%
PWS
2315
Precision Wealth Strategies
Missouri
$580K +$85.2K +309 +19%
CIS
2316
Connors Investor Services
Pennsylvania
$579K -$1.93K -7 -0.4%
ECM
2317
Elgethun Capital Management
South Dakota
$579K +$3.03K +11 +0.6%
BWP
2318
Baldwin Wealth Partners
Massachusetts
$578K +$8.82K +32 +2%
MKC
2319
M. Kraus & Co
Vermont
$578K +$75.8K +275 +17%
EFM
2320
E Fund Management
China
$578K +$521K +1,892 New
CP
2321
Coho Partners
Pennsylvania
$577K -$33.9K -123 -6%
CWM
2322
CCG Wealth Management
California
$577K +$6.06K +22 +1%
TI
2323
Truepoint Inc
Ohio
$574K – – –
BFA
2324
Beacon Financial Advisory
Ohio
$571K +$62.3K +226 +14%
LMAM
2325
Legg Mason Asset Management
Japan
$570K -$680K -2,467 -57%
91 92
93
94 95