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Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
5651
MYCIO Wealth Partners
Pennsylvania
$259K – – –
EI
5652
eCIO Inc
Wisconsin
$258K +$280K +686 New
CIM
5653
Corbyn Investment Management
Maryland
$257K -$19.6K -48 -7%
FA
5654
Financial Alternatives
California
$256K +$1.22K +3 +0.4%
RVM
5655
Robinson Value Management
Texas
$255K -$152K -374 -35%
RWS
5656
Rochester Wealth Strategies
Michigan
$255K +$277K +680 New
FEM
5657
Fulcrum Equity Management
Texas
$255K -$515K -1,263 -65%
DGI
5658
Disciplined Growth Investors
Minnesota
$255K – – –
SWM
5659
Stapp Wealth Management
Washington
$254K – – –
AAG
5660
Accordant Advisory Group
Maryland
$248K +$27.7K +68 +11%
1NWS
5661
1 North Wealth Services
Maryland
$247K -$10.2K -25 -4%
FIS
5662
Fischer Investment Strategies
California
$247K -$20K -49 -7%
SIMC
5663
Squire Investment Management Company
Utah
$246K +$267K +656 New
PWM
5664
Pacific Wealth Management
California
$246K +$408 +1 +0.2%
RS
5665
R Squared
Hong Kong
$244K -$310K -760 -54%
RCG
5666
Ruane, Cunniff & Goldfarb
New York
$244K – – –
AFO
5667
Aurelius Family Office
New Hampshire
$242K -$3.26K -8 -1%
EF
5668
Elite Financial
Idaho
$240K – – –
LBA
5669
Letko, Brosseau & Associates
Quebec, Canada
$239K – – –
KFSN
5670
Keystone Financial Services (Nebraska)
Nebraska
$239K +$64.4K +158 +33%
LJCM
5671
Lee Johnson Capital Management
Texas
$239K -$3.88M -9,509 -94%
AIM
5672
Archer Investment Management
Texas
$238K +$12.6K +31 +5%
FF
5673
Friday Financial
Iowa
$238K +$254K +624 New
IFPL
5674
Investments & Financial Planning LLC
Kentucky
$237K +$258K +632 New
EG
5675
Ellerson Group
Maryland
$237K – – –
225 226
227
228 229