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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1926
Martin Capital Advisors
Texas
$249K +$228K +1,210 New
RC
1927
Rahlfs Capital
Texas
$249K +$228K +1,210 New
WA
1928
WealthTrust Axiom
Pennsylvania
$249K +$228K +1,210 New
PFM
1929
Potomac Fund Management
Florida
$249K +$242K +1,285 New
JTWM
1930
Jackson Thornton Wealth Management
Alabama
$248K +$228K +1,210 New
3IP
1931
3Chopt Investment Partners
Virginia
$247K +$226K +1,200 New
EFL
1932
ERn Financial LLC
Wisconsin
$247K +$226K +1,200 New
BCP
1933
Berkeley Capital Partners
Georgia
$246K +$225K +1,195 New
WIM
1934
Westside Investment Management
California
$245K +$53.8K +285 +31%
MFG
1935
Midwest Financial Group
Kansas
$245K +$225K +1,190 New
YWS
1936
Yarger Wealth Strategies
Ohio
$245K +$225K +1,190 New
CWA
1937
Consilio Wealth Advisors
Washington
$244K +$225K +1,195 New
HI
1938
Harbour Investments
Wisconsin
$244K +$4.72K +25 +2%
FFA
1939
Fragasso Financial Advisors
Pennsylvania
$243K +$223K +1,180 New
LRIA
1940
Leonard Rickey Investment Advisors
Washington
$243K +$223K +1,180 New
XF
1941
XML Financial
Maryland
$243K +$223K +1,180 New
WPP
1942
Whalerock Point Partners
Rhode Island
$242K +$222K +1,175 New
EHC
1943
Everett Harris & Co
California
$241K +$221K +1,170 New
FSBI
1944
Fearless Solutions (Best Invest)
Texas
$241K +$221K +1,170 New
SFG
1945
Sunburst Financial Group
Alabama
$241K +$221K +1,170 New
WA
1946
Waddell & Associates
Tennessee
$241K +$221K +1,170 New
WCM
1947
WealthBridge Capital Management
Ohio
$241K +$221K +1,170 New
FNBOO
1948
First National Bank of Omaha
Nebraska
$241K +$221K +1,170 New
AWA
1949
AGH Wealth Advisors
Kansas
$241K +$221K +1,170 New
WIM
1950
WealthPlan Investment Management
Nebraska
$239K -$2.33M -12,350 -91%
76 77
78
79 80