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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
3976
Ayrshire Capital Management
Connecticut
$616K -$115K -1,141 -19%
VFIC
3977
Valley Forge Investment Consultants
Pennsylvania
$615K +$30.3K +300 +6%
KTA
3978
Keeley-Teton Advisors
Illinois
$610K +$499K +4,940 New
RIM
3979
Rockbridge Investment Management
New York
$608K +$27.6K +273 +6%
OFG
3980
OmniStar Financial Group
North Carolina
$608K +$128K +1,270 +35%
PP
3981
PFS Partners
New Jersey
$607K -$53.5K -529 -10%
PSCM
3982
Per Stirling Capital Management
Texas
$604K +$200K +1,978 +68%
BDFN
3983
Bond & Devick Financial Network
Minnesota
$599K – – –
NHFG
3984
New Harbor Financial Group
Massachusetts
$597K +$159K +1,575 +48%
SCA
3985
Southern Capital Advisors
Tennessee
$597K -$81.9K -810 -14%
LC
3986
Lincoln Capital
Nebraska
$593K +$5.26K +52 +1%
AC
3987
AIFG Consultants
New York
$593K +$222K +2,191 +84%
MIM
3988
Montgomery Investment Management
Maryland
$593K – – –
TWM
3989
TSA Wealth Management
Texas
$589K +$130K +1,281 +37%
VFPI
3990
Vantage Financial Partners (Illinois)
Illinois
$588K -$101K -1,000 -17%
VCAM
3991
Van Cleef Asset Management
Ohio
$587K +$1.01K +10 +0.2%
RCM
3992
Richardson Capital Management
Wisconsin
$587K +$16.1K +159 +3%
ACM
3993
Alamar Capital Management
California
$586K +$480K +4,747 New
PP
3994
PrairieView Partners
Minnesota
$582K +$84.2K +833 +21%
HAC
3995
Harbor Advisory Corp
New Hampshire
$582K – – –
SSC
3996
Syverson Strege & Co
Iowa
$581K +$476K +4,705 New
AW
3997
Avion Wealth
Texas
$581K +$223K +2,207 +88%
OWA
3998
ORBA Wealth Advisors
Illinois
$581K +$475K +4,702 New
FNBSF
3999
First National Bank Sioux Falls
South Dakota
$579K – – –
BPWM
4000
Black Point Wealth Management
Florida
$576K +$471K +4,662 New
158 159
160
161 162