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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1851
Delta Asset Management
Tennessee
$185K -$11.1K -300 -7%
CHA
1852
Carmichael Hill & Associates
Maryland
$185K +$55.2K +1,500 +56%
SN
1853
Sittner & Nelson
Oregon
$182K -$12.5K -340 -8%
NCM
1854
Northwest Capital Management
Oregon
$179K +$150K +4,060 New
HIM
1855
Hillsdale Investment Management
Ontario, Canada
$172K +$33.1K +900 +30%
UCB
1856
United Community Bank
South Carolina
$170K -$105K -2,850 -42%
MRCM
1857
M&R Capital Management
New Jersey
$169K +$123K +3,330 +666%
AIM
1858
Acropolis Investment Management
Missouri
$168K -$5.53K -150 -4%
DRS
1859
Deane Retirement Strategies
Louisiana
$167K – – –
VC
1860
Vestor Capital
Illinois
$165K +$138K +3,740 New
PIAS
1861
PCA Investment Advisory Services
Ohio
$165K +$138K +3,740 New
JWM
1862
Janiczek Wealth Management
Colorado
$164K +$4.42K +120 +3%
CAL
1863
Capital Advisors Ltd
Ohio
$163K +$31.7K +860 +30%
CFD
1864
Creative Financial Designs
Indiana
$163K -$8.47K -230 -6%
TIM
1865
Tortoise Investment Management
New York
$163K – – –
AWM
1866
Abound Wealth Management
Tennessee
$163K +$6.26K +170 +5%
WPA
1867
West Paces Advisors
Georgia
$159K -$2.58K -70 -2%
RDFA
1868
Ritter Daniher Financial Advisory
Ohio
$156K +$91K +2,470 +229%
BAM
1869
Bellevue Asset Management
Washington
$155K – – –
BCM
1870
Birch Capital Management
Texas
$154K – – –
BWS
1871
Buck Wealth Strategies
Colorado
$154K – – –
CB
1872
Community Bank
New York
$154K – – –
FMP
1873
Financial Management Professionals
Texas
$154K – – –
SIC
1874
SJS Investment Consulting
Ohio
$148K +$1.1K +30 +0.9%
VCM
1875
Vigilant Capital Management
Maine
$148K -$9.21K -250 -7%
73 74
75
76 77