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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
4901
Compass Advisory Group
New York
$581K -$62.3K -154 -10%
AAG
4902
Avalon Advisory Group
Pennsylvania
$581K +$559K +1,381 New
SCM
4903
Sollinda Capital Management
Florida
$578K -$782K -1,932 -58%
FAM
4904
Fenimore Asset Management
New York
$572K -$3.24K -8 -0.6%
PJWM
4905
Philip James Wealth Mangement
Georgia
$569K -$31.6K -78 -5%
CWM
4906
Core Wealth Management
Florida
$568K +$149K +369 +38%
SWP
4907
Significant Wealth Partners
Illinois
$566K +$42.9K +106 +9%
SCM
4908
Shapiro Capital Management
Georgia
$566K +$405 +1 +0.1%
AC
4909
Amitell Capital
Singapore
$563K +$542K +1,339 New
MCM
4910
MontVue Capital Management
Virginia
$563K -$49.4K -122 -8%
DI
4911
Disciplined Investments
Oklahoma
$562K -$293K -725 -35%
RFA
4912
RTD Financial Advisors
Pennsylvania
$558K – – –
LIM
4913
Lagoda Investment Management
New York
$557K – – –
SEM
4914
Strategic Equity Management
Arizona
$555K – – –
KTA
4915
Keeley-Teton Advisors
Illinois
$554K – – –
VFIC
4916
Valley Forge Investment Consultants
Pennsylvania
$549K +$41.3K +102 +8%
AA
4917
AlphaMark Advisors
Kentucky
$548K +$95.1K +235 +22%
TDC
4918
Thompson Davis & Co
Virginia
$548K +$45.3K +112 +9%
RBCM
4919
Raub Brock Capital Management
California
$547K -$751K -1,855 -59%
CCI
4920
Credit Capital Investments
New Jersey
$547K – – –
LCWP
4921
Legacy Capital Wealth Partners
Arkansas
$546K -$2.74M -6,760 -78%
AC
4922
Applied Capital
Arkansas
$546K – – –
GG
4923
GenWealth Group
New Jersey
$544K +$94.3K +233 +22%
TVM
4924
True Vision MN
Minnesota
$544K +$405 +1 +0.1%
WFPG
4925
Waller Financial Planning Group
Ohio
$543K +$66.8K +165 +15%
195 196
197
198 199