Name Holding Trade Value Shares
Change
Change in
Stake
ICM
626
Islay Capital Management
Texas
$692 – – –
MFT
627
Moisand Fitzgerald Tamayo
Florida
$692 – – –
RI
628
Ridgewood Investments
New Jersey
$692 – – –
RWM
629
Ruedi Wealth Management
Illinois
$692 – – –
VWM
630
Valley Wealth Managers
New Jersey
$692 – – –
CCM
631
Chilton Capital Management
Texas
$692 +$582 +20 New
FDW
632
Fourth Dimension Wealth
Ohio
$692 +$582 +20 New
CHC
633
City Holding Co
West Virginia
$691 – – –
AFG
634
Albion Financial Group
Utah
$658 – – –
NECFA
635
New England Capital Financial Advisors
Connecticut
$623 – – –
JFA
636
JNBA Financial Advisors
Minnesota
$589 – – –
PCFFS
637
Pacific Center for Financial Services
California
$554 – – –
HI
638
Human Investing
Oregon
$554 +$466 +16 New
BCFD
639
Boit C.F. David
$553 – – –
BGAI
640
Bruce G. Allen Investments
Colorado
$519 – – –
RMP
641
Richards, Merrill & Peterson
Washington
$519 +$437 +15 New
B
642
Birchbrook
Maine
$485 +$175 +6 +75%
FC
643
Family CFO
California
$484 – – –
DFA
644
DHJJ Financial Advisors
Illinois
$450 – – –
PFG
645
Putney Financial Group
California
$450 +$378 +13 New
RJA
646
Ross\Johnson & Associates
Minnesota
$450 +$378 +13 New
AWM
647
Atticus Wealth Management
Florida
$416 – – –
SMAM
648
Sugar Maple Asset Management
Wisconsin
$415 +$349 +12 New
NCM
649
Northwest Capital Management
Oregon
$381 – – –
WWM
650
Wolff Wiese Magana
California
$381 – – –