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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
3001
DecisionMap Wealth Management
Virginia
$215K -$11.3K -128 -4%
MWM
3002
McNaughton Wealth Management
California
$215K -$11.1K -126 -4%
MWM
3003
Melfa Wealth Management
Massachusetts
$215K – – –
KGC
3004
Kennon-Green & Company
Ohio
$214K +$265K +3,004 New
CL
3005
CSS LLC
Illinois
$214K – – –
MAG
3006
MRA Advisory Group
New Jersey
$214K -$700K -7,944 -73%
SHF
3007
Stage Harbor Financial
Massachusetts
$213K -$39.1K -444 -13%
SAIG
3008
Semper Augustus Investments Group
Colorado
$213K – – –
VCM
3009
Vines Capital Management
Louisiana
$212K +$18.9K +215 +8%
FNB
3010
Farmers National Bank
Kentucky
$212K +$66.7K +757 +34%
AGC
3011
August Group Capital
$212K -$109K -1,238 -29%
TWP
3012
Tenet Wealth Partners
Illinois
$211K +$265K +3,004 New
UOTTAIMCU
3013
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$211K +$138K +1,570 +113%
RCA
3014
Ranch Capital Advisors
Florida
$211K -$525K -5,959 -67%
FA
3015
FDx Advisors
Illinois
$211K -$59.3K -673 -19%
1CP
3016
1015 Capital Partners
Pennsylvania
$211K -$1.85K -21 -0.7%
WA
3017
Westfuller Advisors
New York
$211K -$45.4K -516 -15%
HFRG
3018
Houlihan Financial Resource Group
Virginia
$211K – – –
KA
3019
KDT Advisors
New York
$210K +$11.9K +135 +5%
WWM
3020
Wiser Wealth Management
Georgia
$210K +$1.85K +21 +0.7%
BAM
3021
Blueshift Asset Management
New Jersey
$210K +$259K +2,936 New
HI
3022
Hendershot Investments
Virginia
$209K +$258K +2,932 New
DWA
3023
Dorsey Wright & Associates
California
$209K – – –
MSF
3024
Mustard Seed Financial
Arkansas
$208K – – –
JCIA
3025
Jackson Creek Investment Advisors
Colorado
$208K -$113K -1,286 -31%
119 120
121
122 123