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Name Holding Trade Value Shares
Change 		Change in
Stake
FCIM
3126
Fairview Capital Investment Management
California
$233K +$11K +90 +5%
AFAS
3127
Acorn Financial Advisory Services
Virginia
$233K +$12.2K +100 +5%
CFS
3128
Cannon Financial Strategists
Georgia
$231K – – –
MWM
3129
Manske Wealth Management
Texas
$231K +$6.1K +50 +3%
DWM
3130
Daner Wealth Management
Georgia
$230K +$234K +1,920 New
FCCM
3131
First City Capital Management
Georgia
$230K – – –
EC
3132
Eaton-Cambridge
Arizona
$230K +$1.22K +10 +0.5%
LNB
3133
Ledyard National Bank
$230K +$6.1K +50 +3%
VCM
3134
Viewpoint Capital Management
Washington
$229K -$4.88K -40 -2%
VBFP
3135
Valtinson Bruner Financial Planning
Minnesota
$228K – – –
FEM
3136
Fulcrum Equity Management
Texas
$228K -$2.44K -20 -1%
GWM
3137
Greenhouse Wealth Management
Connecticut
$228K – – –
CWM
3138
Cahaba Wealth Management
Georgia
$228K +$28.1K +230 +14%
SCP
3139
Stevens Capital Partners
Nebraska
$227K +$232K +1,900 New
AWP
3140
Abacus Wealth Partners
California
$227K -$31.7K -260 -12%
MA
3141
MBA Advisors
Pennsylvania
$227K – – –
AWM
3142
Apex Wealth Management
New Hampshire
$227K +$12.2K +100 +6%
SPAS
3143
Spectrum Planning & Advisory Services
California
$227K +$231K +1,890 New
MWA
3144
Medallion Wealth Advisors
Connecticut
$225K +$7.32K +60 +3%
OIS
3145
Okabena Investment Services
Minnesota
$225K +$13.4K +110 +6%
AT
3146
Avalon Trust
New Mexico
$224K +$87.9K +720 +63%
AC
3147
ASB Consultores
Florida
$224K -$882K -7,230 -79%
CIA
3148
Cape Investment Advisory
Georgia
$224K -$47.6K -390 -17%
EWA
3149
Encompass Wealth Advisors
Oregon
$224K -$20.7K -170 -8%
BF
3150
Baring Financial
Washington
$224K -$1.22K -10 -0.5%
124 125
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