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Name Holding Trade Value Shares
Change 		Change in
Stake
S
2976
SimplyRich
California
$317K – – –
ACP
2977
Arcus Capital Partners
Georgia
$315K -$30.1K -100 -9%
DE
2978
Day & Ennis
Georgia
$314K – – –
SFPG
2979
Stonebridge Financial Planning Group
Florida
$314K – – –
BCM
2980
Bienville Capital Management
New York
$313K – – –
TIM
2981
Total Investment Management
Arizona
$313K +$70.8K +235 +29%
NCM
2982
Nelson Capital Management
California
$313K – – –
CPA
2983
Court Place Advisors
Maryland
$312K – – –
SCA
2984
St. Clair Advisors
Ohio
$311K +$312K +1,036 New
RB
2985
Rodgers Brothers
Pennsylvania
$311K – – –
PSC
2986
Portman Square Capital
United Kingdom
$310K +$311K +1,033 New
D
2987
Dentgroup
Louisiana
$310K +$97.6K +324 +46%
SNBOSCI
2988
Security National Bank of Sioux City Iowa
Iowa
$310K +$311K +1,032 New
IDA
2989
Intelligence Driven Advisers
California
$309K +$89.2K +296 +41%
IF
2990
IRON Financial
Illinois
$309K – – –
UWPG
2991
Ullmann Wealth Partners Group
Florida
$308K +$38.3K +127 +14%
AFG
2992
Albion Financial Group
Utah
$308K +$3.01K +10 +1%
PC
2993
Pecaut & Co
Iowa
$308K – – –
TC
2994
TAGStone Capital
North Carolina
$308K – – –
SIC
2995
SFE Investment Counsel
California
$308K – – –
SF
2996
Slagle Financial
Illinois
$307K -$904 -3 -0.3%
BCFD
2997
Boit C.F. David
$307K -$151K -500 -33%
EFL
2998
ERn Financial LLC
Wisconsin
$307K +$10.8K +36 +4%
TFM
2999
TFC Financial Management
Massachusetts
$306K +$15.4K +51 +5%
USB
3000
Union Savings Bank
Connecticut
$306K – – –
118 119
120
121 122