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Name Holding Trade Value Shares
Change 		Change in
Stake
NIC
2401
Northwest Investment Counselors
Oregon
$252K – – –
PFA
2402
Pathway Financial Advisors
Vermont
$252K – – –
WWM
2403
Windsor Wealth Management
Indiana
$252K +$11.9K +191 +4%
ACM
2404
Ategra Capital Management
Virginia
$251K -$7.4K -119 -3%
EGWAG
2405
Elwood & Goetz Wealth Advisory Group
Georgia
$251K -$17.9K -288 -6%
CCP
2406
Carmel Capital Partners
California
$251K +$16.4K +264 +6%
SIM
2407
Studio Investment Management
Illinois
$249K +$24.2K +389 +10%
LJHT
2408
Laurie J. Hall Trustee
$249K – – –
ME
2409
McIlrath & Eck
Washington
$249K +$684 +11 +0.2%
WS
2410
Wela Strategies
Georgia
$249K +$5.84K +94 +2%
PO
2411
Private Ocean
California
$248K +$4.66K +75 +2%
SRC
2412
Sage Rhino Capital
California
$246K -$3.42K -55 -1%
CWM
2413
Castle Wealth Management
Florida
$246K +$186 +3 +0.1%
TF
2414
Threadgill Financial
Texas
$246K +$373 +6 +0.1%
SA
2415
Syntax Advisors
New York
$245K +$13.9K +224 +5%
VCG
2416
Vantage Consulting Group
Virginia
$245K +$13.9K +224 +5%
CWM
2417
CarsonAllaria Wealth Management
Illinois
$244K -$4.29K -69 -2%
PWMG
2418
Pinnacle Wealth Management Group
Michigan
$244K – – –
SCM
2419
Salem Capital Management
Massachusetts
$244K +$9.88K +159 +4%
VAFP
2420
Vahanian & Associates Financial Planning
New York
$244K +$53.5K +860 +25%
VCP
2421
Verus Capital Partners
Arizona
$244K +$66.6K +1,072 +33%
TFM
2422
TFC Financial Management
Massachusetts
$243K – – –
LCM
2423
Lewis Capital Management
California
$242K +$6.15K +99 +2%
TFGT
2424
TS Financial Group (TSFG)
Illinois
$242K +$15.9K +256 +6%
TIA
2425
Tandem Investment Advisors
South Carolina
$242K +$38.4K +618 +17%
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97
98 99