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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1926
Ceeto Capital Group
Florida
$403K – – –
CCA
1927
Conservest Capital Advisors
Pennsylvania
$401K -$54.5K -1,027 -11%
MGIA
1928
Matthew Goff Investment Advisor
Texas
$401K +$159 +3 +0%
DIA
1929
Davidson Investment Advisors
Montana
$400K +$60.2K +1,133 +16%
MC
1930
Miles Capital
Iowa
$399K -$956 -18 -0.2%
CDIA
1931
Capital Directions Investment Advisors
Georgia
$399K +$426K +8,021 New
AAM
1932
AMI Asset Management
California
$398K – – –
DLG
1933
Daniel L. Goodwin
$398K – – –
CP
1934
Cumberland Partners
Ontario, Canada
$398K +$425K +8,000 New
LIA
1935
LBMC Investment Advisors
Tennessee
$395K +$422K +7,944 New
BWP
1936
Baldwin Wealth Partners
Massachusetts
$393K +$166K +3,122 +65%
TC
1937
TradeLink Capital
Illinois
$393K +$420K +7,900 New
BONST
1938
Bank of Nova Scotia Trust
Ontario, Canada
$392K – – –
CYG
1939
Clean Yield Group
Vermont
$392K +$15.9K +300 +4%
GIM
1940
Goelzer Investment Management
Indiana
$389K -$42.5K -800 -9%
NPPM
1941
North Point Portfolio Managers
Ohio
$388K – – –
FBC
1942
Fairfield, Bush & Co
Connecticut
$386K -$69K -1,300 -14%
AGA
1943
Accuvest Global Advisors
Utah
$384K +$404K +7,600 +6,552%
DWM
1944
Dynasty Wealth Management
Florida
$380K -$12.2K -230 -3%
FP
1945
Foundry Partners
Minnesota
$379K -$13.9K -261 -3%
HIC
1946
Hartline Investment Corp
Illinois
$378K -$2.25M -42,402 -85%
AW
1947
Alpha Windward
Massachusetts
$374K -$27.2K -513 -6%
SCM
1948
Sandler Capital Management
New York
$373K -$3.26M -61,470 -89%
GIM
1949
Greylin Investment Management
Virginia
$373K -$5.31K -100 -1%
KF
1950
Krilogy Financial
Missouri
$372K +$34.9K +658 +10%
76 77
78
79 80