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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
5626
Walsh & Associates
Florida
$850K +$881K +1,759 New
SPI
5627
Strategic Planning Inc
Ohio
$847K +$2K +4 +0.2%
HPWM
5628
High Point Wealth Management
New Jersey
$846K +$877K +1,750 New
MA
5629
Maxele Advisors
Missouri
$844K +$48.1K +96 +6%
SIMG
5630
Stephens Investment Management Group
Texas
$843K +$86.2K +172 +11%
MBI
5631
May Barnhard Investments
Maryland
$843K -$531K -1,059 -38%
CAM
5632
CenterStar Asset Management
Illinois
$842K +$479K +956 +122%
PCMM
5633
Piedmont Capital Management (Montana)
Montana
$841K +$20K +40 +2%
SWA
5634
ShankerValleau Wealth Advisors
Illinois
$841K -$9.02K -18 -1%
CAM
5635
Cobblestone Asset Management
Virginia
$841K +$52.1K +104 +6%
SI
5636
Stirlingshire Investments
New York
$840K +$870K +1,736 New
NS
5637
Northland Securities
Minnesota
$838K +$868K +1,733 New
WA
5638
Winter & Associates
Minnesota
$838K +$868K +1,732 New
TFG
5639
Tull Financial Group
Virginia
$837K -$42.1K -84 -5%
NAMA
5640
Nikko Asset Management Americas
New York
$835K +$8.02K +16 +0.9%
AC
5641
Avant Capital
Louisiana
$834K -$501 -1 -0.1%
IWM
5642
IMG Wealth Management
Florida
$828K +$87.7K +175 +11%
AFG
5643
Arkansas Financial Group
Arkansas
$827K +$32.6K +65 +4%
GWM
5644
Global Wealth Management
New Jersey
$825K +$1.5K +3 +0.2%
GC
5645
Giverny Capital
Quebec, Canada
$824K +$501 +1 +0.1%
KIM
5646
Karpus Investment Management
New York
$822K – – –
CEFA
5647
Closed-End Fund Advisors
Virginia
$822K +$852K +1,700 New
TSS
5648
Thomas Story & Son
Indiana
$820K – – –
HA
5649
Hegarty Advisors
New York
$819K +$849K +1,694 New
SCFS
5650
Stewardship Concepts Financial Services
Washington
$817K +$846K +1,689 New
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226
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