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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
4351
MMA Asset Management
Pennsylvania
$314K – – –
MUMSS
4352
Mitsubishi UFJ Morgan Stanley Securities
Japan
$313K – – –
HWM
4353
Horizons Wealth Management
North Carolina
$313K +$293K +1,080 New
OF
4354
Outfitter Financial
Maine
$312K +$5.43K +20 +2%
AG
4355
AlphaSimPlex Group
Massachusetts
$310K – – –
RBCM
4356
Raub Brock Capital Management
California
$308K – – –
MSWMA
4357
Market Street Wealth Management Advisors
Indiana
$307K -$101K -371 -24%
RP
4358
Reinhart Partners
Wisconsin
$306K – – –
BWIA
4359
Bryant Woods Investment Advisors
New York
$304K +$543 +2 +0.2%
SC
4360
Steph & Co
Wisconsin
$297K -$2.98K -11 -0.9%
AA
4361
AlphaMark Advisors
Kentucky
$295K +$8.41K +31 +3%
MFG
4362
MTM Financial Group
Pennsylvania
$294K +$271 +1 +0.1%
RL
4363
Ruffer LLP
United Kingdom
$292K -$56.5K -208 -15%
BP
4364
BCK Partners
New York
$292K +$22.5K +83 +8%
OFP
4365
OLIO Financial Planning
Virginia
$292K +$29.9K +110 +11%
AFS
4366
AFG Fiduciary Services
Massachusetts
$289K – – –
WFPG
4367
Waller Financial Planning Group
Ohio
$289K +$5.43K +20 +2%
IA
4368
Inspire Advisors
Idaho
$287K -$71.4K -263 -19%
1CM
4369
1492 Capital Management
Wisconsin
$287K -$1.36K -5 -0.4%
DWM
4370
Dopkins Wealth Management
New York
$286K – – –
JMF
4371
Johnson Midwest Financial
Iowa
$286K +$543 +2 +0.2%
TC
4372
TAGStone Capital
North Carolina
$284K +$71.1K +262 +31%
MC
4373
Machina Capital
France
$283K +$109K +400 +57%
LTL
4374
Lowery Thomas LLC
California
$282K -$218K -804 -42%
WI
4375
WJ Interests
Texas
$282K +$298K +1,097 New
173 174
175
176 177