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Name Holding Trade Value Shares
Change 		Change in
Stake
HBWM
3026
Hollow Brook Wealth Management
New York
$206K -$2.17M -8,051 -92%
HFA
3027
HC Financial Advisors
California
$206K – – –
ACM
3028
Ategra Capital Management
Virginia
$205K +$188K +697 New
MMHP
3029
Murphy Middleton Hinkle & Parker
Georgia
$205K +$187K +695 New
CWM
3030
Concentric Wealth Management
California
$205K +$187K +696 New
ETCM
3031
Evolutionary Tree Capital Management
Virginia
$202K -$1.71M -6,357 -90%
CCFM
3032
Clear Creek Financial Management
Washington
$202K -$440K -1,634 -71%
CTFG
3033
Capstone Triton Financial Group
Oklahoma
$201K – – –
FBFS
3034
First Business Financial Services
Wisconsin
$201K +$184K +683 New
VCP
3035
Vista Capital Partners
Oregon
$201K +$184K +683 New
HIM
3036
Harbour Investment Management
Washington
$201K +$184K +684 New
WCM
3037
Wealthcare Capital Management
Virginia
$200K +$183K +680 New
FFA
3038
Freedman Financial Associates
Massachusetts
$198K +$126K +469 +230%
MLFP
3039
MPS Loria Financial Planners
Illinois
$197K – – –
TCM
3040
TD Capital Management
Tennessee
$197K +$2.69K +10 +2%
EIP
3041
Ellis Investment Partners
Pennsylvania
$195K +$13.5K +50 +8%
LD
3042
Lipe & Dalton
New York
$193K +$47.1K +175 +36%
DAC
3043
Dividend Assets Capital
South Carolina
$192K – – –
OAM
3044
Optimal Asset Management
California
$189K – – –
AW
3045
Avion Wealth
Texas
$188K -$9.42K -35 -5%
WWMSC
3046
Wagner Wealth Management (South Carolina)
South Carolina
$188K +$172K +639 New
EWM
3047
Elmwood Wealth Management
California
$185K +$169K +629 New
HDIM
3048
Hanson & Doremus Investment Management
Vermont
$183K -$5.38K -20 -3%
FMTCOCP
3049
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$177K – – –
MWC
3050
MBM Wealth Consultants
Missouri
$176K -$184K -684 -53%
120 121
122
123 124