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Name Holding Trade Value Shares
Change 		Change in
Stake
BF
2151
Blankinship & Foster
California
$243K – – –
BDF
2152
Black Diamond Financial
Maryland
$243K +$232K +4,720 New
JWBC
2153
John W. Bristol & Co
New York
$242K – – –
CCM
2154
Canal Capital Management
Virginia
$242K +$231K +4,695 New
AMM
2155
American Money Management
California
$241K -$2.46K -50 -1%
SPI
2156
Santori & Peters Inc
Pennsylvania
$240K +$197 +4 +0.1%
KBFS
2157
Kohmann Bosshard Financial Services
Ohio
$240K +$49.2K +1,000 +27%
AWC
2158
Abundance Wealth Counselors
Pennsylvania
$239K +$228K +4,644 New
AF
2159
Aldebaran Financial
$236K +$688 +14 +0.3%
P
2160
&Partners
Tennessee
$236K +$5.01K +102 +2%
AC
2161
Alley Company
Illinois
$236K +$15.9K +323 +8%
V
2162
ValueWorks
New York
$236K +$225K +4,575 New
KOCAA
2163
Knights of Columbus Asset Advisors
Connecticut
$236K +$225K +4,580 New
DIA
2164
Davidson Investment Advisors
Montana
$235K -$27.8K -565 -11%
SAM
2165
Security Asset Management
New York
$235K – – –
ACM
2166
AlphaStar Capital Management
North Carolina
$234K -$40.5K -823 -15%
FPIS
2167
Financial Planning & Information Services
Wisconsin
$234K +$223K +4,545 New
BWM
2168
Baystate Wealth Management
Massachusetts
$230K -$91.2K -1,854 -29%
BWA
2169
Burt Wealth Advisors
Maryland
$230K +$98 +2 +0%
ATPW
2170
Ashton Thomas Private Wealth
Arizona
$230K -$49K -996 -18%
TWM
2171
Tolleson Wealth Management
Texas
$229K – – –
EI
2172
Ellevest Inc
New York
$227K +$2.16K +44 +1%
RMSCM
2173
R.M. Sincerbeaux Capital Management
New York
$227K +$216K +4,400 New
LWM
2174
Liberty Wealth Management
California
$226K -$480K -9,766 -69%
VLKIM
2175
Van Lanschot Kempen Investment Management
Netherlands
$226K -$34.1K -693 -14%
85 86
87
88 89