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Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
1801
First Dallas Securities
Texas
$292K +$262K +6,000 New
RFA
1802
ROI Financial Advisors
Oregon
$292K +$262K +6,000 New
BWP
1803
Barlow Wealth Partners
Kentucky
$291K +$261K +5,980 New
AC
1804
Apella Capital
Connecticut
$290K -$54.1K -1,240 -17%
4WM
1805
49 Wealth Management
Texas
$290K +$260K +5,950 New
VBCG
1806
Valley Brook Capital Group
Pennsylvania
$289K +$259K +5,930 New
IIC
1807
Integrated Investment Consultants
Michigan
$287K -$31.4K -720 -11%
SC
1808
Scholtz & Company
Connecticut
$287K +$258K +5,900 New
MA
1809
MBA Advisors
Pennsylvania
$286K – – –
DA
1810
DSC Advisors
Illinois
$285K +$255K +5,850 New
SAMT
1811
Select Asset Management & Trust
Pennsylvania
$284K -$10K -230 -4%
VNA
1812
Valley National Advisers
Pennsylvania
$284K +$36.7K +840 +17%
OLVIG
1813
Oliver Lagore Vanvalin Investment Group
Michigan
$283K -$4.37K -100 -2%
MFG
1814
MidWestOne Financial Group
Iowa
$283K -$13.5K -310 -5%
RI
1815
Ridgewood Investments
New Jersey
$283K -$8.29K -190 -3%
AAG
1816
Armstrong Advisory Group
Massachusetts
$282K – – –
ACM
1817
Academy Capital Management
Texas
$282K – – –
WQ
1818
Wealth Quarterback
New Jersey
$282K – – –
DLA
1819
Douglas Lane & Associates
New York
$281K +$8.29K +190 +3%
BWM
1820
Baron Wealth Management
Michigan
$281K +$252K +5,780 New
MWA
1821
Monograph Wealth Advisors
California
$280K +$251K +5,760 New
MAG
1822
MRA Advisory Group
New Jersey
$280K +$251K +5,760 New
SPWM
1823
Spartan Planning & Wealth Management
North Carolina
$279K +$221K +5,060 +744%
DP
1824
Dearborn Partners
Illinois
$279K – – –
JCM
1825
Jacobsen Capital Management
Utah
$278K +$2.18K +50 +0.9%
71 72
73
74 75