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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2601
BIP Wealth
Georgia
$336K -$61.5K -135 -15%
GWM
2602
GDS Wealth Management
Texas
$336K +$11.8K +26 +4%
RTC
2603
Riverview Trust Company
Washington
$334K – – –
ECM
2604
Elgethun Capital Management
South Dakota
$333K – – –
MIM
2605
Merrion Investment Management
New Jersey
$331K – – –
JWA
2606
JFS Wealth Advisors
Pennsylvania
$330K -$31.9K -70 -9%
MAP
2607
Moody Aldrich Partners
Massachusetts
$330K +$1.37K +3 +0.4%
IA
2608
Insight Advisors
Pennsylvania
$330K -$8.2K -18 -2%
MWC
2609
MBM Wealth Consultants
Missouri
$330K +$5.01K +11 +2%
VCM
2610
Vivaldi Capital Management
Illinois
$329K +$58.8K +129 +21%
PFM
2611
Phillips Financial Management
Indiana
$327K +$34.2K +75 +11%
HCA
2612
Horan Capital Advisors
Ohio
$326K – – –
WHCI
2613
W.H. Cornerstone Investments
Massachusetts
$326K -$6.83K -15 -2%
BWM
2614
BlackDiamond Wealth Management
New York
$325K +$8.2K +18 +3%
ONSWM
2615
Old North State Wealth Management
North Carolina
$324K +$28.2K +62 +9%
CCA
2616
Covey Capital Advisors
Georgia
$324K – – –
TAM
2617
Titleist Asset Management
Texas
$324K +$40.5K +89 +14%
WC
2618
Woodstock Corp
Massachusetts
$324K -$7.74K -17 -2%
BCM
2619
Bienville Capital Management
New York
$324K – – –
KF
2620
KKM Financial
Illinois
$324K +$2.28K +5 +0.7%
WCFA
2621
Walkner Condon Financial Advisors
Wisconsin
$324K +$70.6K +155 +27%
WWMSC
2622
Wagner Wealth Management (South Carolina)
South Carolina
$323K +$44.6K +98 +15%
MAM
2623
Milestone Asset Management
Pennsylvania
$323K +$35.5K +78 +12%
NCTC
2624
New Covenant Trust Company
Indiana
$322K -$13.2K -29 -4%
CFAM
2625
Center For Asset Management
Florida
$322K +$93.8K +206 +39%
103 104
105
106 107