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Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
2651
FRG Family Wealth Advisors
Washington
$361K +$22.6K +900 +7%
MIM
2652
Martin Investment Management
Florida
$360K – – –
AMIM
2653
Aull & Monroe Investment Management
Alabama
$360K +$5.02K +200 +2%
DSA
2654
Droms Strauss Advisors
Missouri
$360K +$327K +13,020 New
THWM
2655
Taylor Hoffman Wealth Management
Virginia
$359K -$3.76K -150 -1%
BEW
2656
Burton Enright Welch
California
$358K +$1K +40 +0.3%
CVM
2657
Cheviot Value Management
California
$357K -$5.77K -230 -2%
CWM
2658
Curi Wealth Management
North Carolina
$357K +$266K +10,600 +424%
OLVIG
2659
Oliver Lagore Vanvalin Investment Group
Michigan
$357K +$325K +12,940 New
SFG
2660
Snider Financial Group
Washington
$356K -$92.3K -3,680 -22%
TFA
2661
Tobias Financial Advisors
Florida
$356K +$327K +13,040 New
CWA
2662
CJM Wealth Advisers
Virginia
$356K – – –
CCC
2663
Chelsea Counsel Company
California
$355K -$54.4K -2,170 -14%
TBWA
2664
Three Bridge Wealth Advisors
California
$355K +$326K +13,000 New
BCCM
2665
Bridge Creek Capital Management
Massachusetts
$354K -$124K -4,960 -28%
MIM
2666
MTM Investment Management
South Carolina
$354K +$25.1K +1,000 +8%
JA
2667
JVL Associates
Michigan
$352K +$323K +12,890 New
WPA
2668
West Paces Advisors
Georgia
$351K +$108K +4,290 +50%
MW
2669
Milestone Wealth
New York
$351K – – –
CHJWM
2670
Carlton Hofferkamp & Jenks Wealth Management
Texas
$351K +$132K +5,280 +53%
PS
2671
Planned Solutions
California
$349K -$19.6K -780 -6%
WMS
2672
Wealth Management Solutions
Pennsylvania
$349K +$14.8K +590 +5%
FAG
2673
Financial Advisory Group
Texas
$349K +$37.6K +1,500 +13%
HC
2674
Hendley & Co
Ohio
$348K – – –
ICM
2675
Islay Capital Management
Texas
$347K – – –
105 106
107
108 109