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Name Holding Trade Value Shares
Change 		Change in
Stake
NCTC
2576
New Covenant Trust Company
Indiana
$363K +$345K +754 New
WHCI
2577
W.H. Cornerstone Investments
Massachusetts
$363K +$345K +754 New
ECM
2578
Elgethun Capital Management
South Dakota
$363K +$457 +1 +0.1%
PCS
2579
Private Client Services
Kentucky
$362K +$7.77K +17 +2%
LSIA
2580
LaSalle St. Investment Advisors
Illinois
$362K – – –
WC
2581
Woodstock Corp
Massachusetts
$362K -$46.6K -102 -12%
CWG
2582
Crown Wealth Group
North Carolina
$362K +$98.7K +216 +40%
MIM
2583
Merrion Investment Management
New Jersey
$361K – – –
MAC
2584
Mason & Associates (California)
California
$361K +$457 +1 +0.1%
EC
2585
EdgeRock Capital
Colorado
$360K +$15.1K +33 +5%
FI
2586
Financial Insights
Washington
$360K -$22.9K -50 -6%
MAP
2587
Moody Aldrich Partners
Massachusetts
$359K +$98.3K +215 +41%
TL
2588
Tradewinds LLC
North Carolina
$357K +$382K +836 New
HCA
2589
Horan Capital Advisors
Ohio
$356K -$65.8K -144 -16%
ITIM
2590
Indiana Trust & Investment Management
Indiana
$356K +$64.5K +141 +24%
AFG
2591
ABLE Financial Group
Arizona
$355K -$15.1K -33 -4%
MCM
2592
Mattern Capital Management
Colorado
$355K +$337K +737 New
CCA
2593
Covey Capital Advisors
Georgia
$354K – – –
GWM
2594
GDS Wealth Management
Texas
$354K +$72.2K +158 +27%
EF
2595
Exeter Financial
Arizona
$354K +$73.1K +160 +27%
BCM
2596
Bienville Capital Management
New York
$353K – – –
WH
2597
Willner & Heller
California
$353K -$6.4K -14 -2%
PB
2598
Pinnacle Bancorp
Nebraska
$353K -$4.11K -9 -1%
MWC
2599
MBM Wealth Consultants
Missouri
$352K – – –
MCA
2600
MSH Capital Advisors
Arizona
$351K – – –
102 103
104
105 106