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Name Holding Trade Value Shares
Change 		Change in
Stake
ANB
4726
Amarillo National Bank
Texas
$247K – – –
WCM
4727
WealthTrak Capital Management
Virginia
$246K +$3.06K +5 +1%
PWM
4728
Penobscot Wealth Management
Maine
$246K +$7.34K +12 +3%
CGH
4729
CMG Global Holdings
Texas
$245K -$32.4K -53 -11%
UCI
4730
Uncommon Cents Investing
Wisconsin
$245K +$12.2K +20 +5%
WAG
4731
Windsor Advisory Group
Ohio
$244K +$265K +434 New
LSL
4732
Legacy Solutions LLC
Pennsylvania
$244K -$5.5K -9 -2%
UIM
4733
Unified Investment Management
Georgia
$244K – – –
OG
4734
Odyssey Group
Pennsylvania
$243K +$264K +432 New
LC
4735
Lavaca Capital
Texas
$243K -$37.9K -62 -13%
NWM
4736
Northcape Wealth Management
New York
$243K -$195K -319 -42%
SMCM
4737
Sky-Mountain Capital Management
Idaho
$243K – – –
FPCG
4738
Forum Private Client Group
Indiana
$243K +$5.5K +9 +2%
DIP
4739
Davis Investment Partners
North Carolina
$242K +$19K +31 +8%
AAS
4740
Asset Allocation Strategies
Michigan
$242K +$27.5K +45 +12%
VFIC
4741
Valley Forge Investment Consultants
Pennsylvania
$242K -$2.45K -4 -0.9%
EAM
4742
Everstar Asset Management
North Carolina
$242K +$262K +429 New
SWM
4743
Seed Wealth Management
Illinois
$242K -$64.2K -105 -20%
AFM
4744
Armstrong Fleming & Moore
District of Columbia
$242K – – –
COFSG
4745
Carbahal Olsen Financial Services Group
California
$241K – – –
GCM
4746
Genus Capital Management
British Columbia, Canada
$241K -$47.7K -78 -15%
EF
4747
Exeter Financial
Arizona
$241K – – –
ICMM
4748
Integrated Capital Management (Michigan)
Michigan
$240K -$72.2K -118 -22%
LHP
4749
Lexington Hill Partners
Texas
$240K +$1.22K +2 +0.5%
BCM
4750
Bannerstone Capital Management
Minnesota
$240K -$1.83K -3 -0.7%
188 189
190
191 192