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Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
2576
First Personal Financial Services
North Carolina
$291K +$15.5K +60 +6%
ZCA
2577
Zeke Capital Advisors
Pennsylvania
$290K +$285K +1,107 New
WAOI
2578
Wealth Advisors of Iowa
Iowa
$289K – – –
W
2579
Wealthquest
Ohio
$288K -$77.4K -300 -21%
USGIU
2580
U.S. Global Investors (USGI)
Texas
$288K – – –
SIC
2581
SFE Investment Counsel
California
$288K +$25.8K +100 +10%
MSR
2582
Main Street Research
Connecticut
$288K +$283K +1,099 New
PIP
2583
Peachtree Investment Partners
Florida
$288K +$283K +1,099 New
TTWM
2584
TCV Trust & Wealth Management
Virginia
$287K -$6.45K -25 -2%
VW
2585
Vantage Wealth
California
$287K +$283K +1,096 New
FCFC
2586
First Citizens Financial Corp
Iowa
$286K – – –
PVWM
2587
Point View Wealth Management
New Jersey
$286K – – –
ARG
2588
Advisory Resource Group
Oklahoma
$284K -$19.9K -77 -7%
MCG
2589
MACRO Consulting Group
New Jersey
$284K -$15.7K -61 -5%
CPA
2590
Court Place Advisors
Maryland
$283K -$11.1K -43 -4%
SFS
2591
Summit Financial Strategies
Ohio
$283K -$4.9K -19 -2%
SC
2592
Scholtz & Company
Connecticut
$282K -$297K -1,153 -52%
IFS
2593
Ifrah Financial Services
Arkansas
$282K -$2.06K -8 -0.7%
MJP
2594
Michael J. Puzo
$282K – – –
MWM
2595
MorganRosel Wealth Management
Colorado
$282K – – –
WIP
2596
Wellesley Investment Partners
Massachusetts
$282K +$26.6K +103 +11%
GP
2597
Greenline Partners
New York
$280K -$11.2M -43,239 -98%
TCM
2598
Tuttle Capital Management
Connecticut
$280K -$720K -2,793 -72%
AIC
2599
Ayalon Insurance Company
Israel
$280K -$31.2K -121 -10%
GD
2600
Grandfield & Dodd
New York
$280K -$4.64K -18 -2%
102 103
104
105 106