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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
4926
Stockman Wealth Management
Montana
$222K -$5.34K -8 -2%
CCM
4927
Check Capital Management
California
$222K – – –
JGUA
4928
John G. Ullman & Associates
New York
$222K +$14K +21 +7%
PCP
4929
Perbak Capital Partners
United Kingdom
$222K +$224K +336 New
CA
4930
Clune & Associates
Illinois
$221K +$3.34K +5 +2%
RTL
4931
Red Tortoise LLC
Georgia
$220K – – –
CFM
4932
Cornerstone Financial Management
Massachusetts
$220K +$223K +334 New
LTI
4933
Laffer Tengler Investments
Tennessee
$220K -$38.1K -57 -15%
CCA
4934
Cypress Capital Advisors
Tennessee
$218K -$52.8K -79 -19%
VAM
4935
Verity Asset Management
North Carolina
$218K -$20K -30 -8%
EP
4936
E6 Portfolios
Utah
$218K +$220K +330 New
S4W
4937
Solutions 4 Wealth
Texas
$218K – – –
EM
4938
ELCO Management
New York
$218K +$30K +45 +16%
BFS
4939
Burkett Financial Services
South Carolina
$217K – – –
NCG
4940
Newport Capital Group
New Jersey
$217K +$219K +328 New
DC
4941
Darrow Company
Massachusetts
$217K -$2.67K -4 -1%
ACM
4942
Appalachian Capital Management
Ohio
$216K +$218K +327 New
SWM
4943
Sterling Wealth Management
Illinois
$215K -$668 -1 -0.3%
TF
4944
Theory Financial
Colorado
$215K +$214K +320 New
MFA
4945
Millington Financial Advisors
Illinois
$215K -$34.1K -51 -14%
FF
4946
Farrell Financial
New York
$215K +$26K +39 +14%
MKC
4947
M. Kraus & Co
Vermont
$215K – – –
CDWM
4948
Campbell Deegan Wealth Management
Virginia
$214K +$13.4K +20 +7%
WAG
4949
Windsor Advisory Group
Ohio
$213K -$656K -982 -75%
PWM
4950
PMG Wealth Management
Illinois
$213K -$54.8K -82 -20%
196 197
198
199 200