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Name Holding Trade Value Shares
Change 		Change in
Stake
VWWMG
4201
Vermillion & White Wealth Management Group
Pennsylvania
$371K – – –
BWM
4202
Benchmark Wealth Management
Connecticut
$371K – – –
TIP
4203
Torray Investment Partners
Maryland
$371K +$303K +3,000 New
WIA
4204
Wetzel Investment Advisors
Indiana
$370K -$455K -4,500 -92%
LC
4205
Legacy CG
Texas
$370K +$303K +2,996 New
FWM
4206
Fortress Wealth Management
California
$369K +$47.1K +466 +18%
FWM
4207
ForthRight Wealth Management
Georgia
$368K – – –
BCM
4208
Blume Capital Management
California
$368K +$7.08K +70 +2%
FDDB
4209
Fidelity D&D Bancorp
Pennsylvania
$368K +$16.2K +160 +6%
CC
4210
Capstone Capital
Nevada
$368K +$301K +2,980 New
PIN
4211
Prudent Investors Network
California
$367K – – –
WFAG
4212
Wescott Financial Advisory Group
Pennsylvania
$365K -$507K -5,019 -63%
NFGCM
4213
Norman Fields Gottscho Capital Management
New York
$364K +$273K +2,700 New
DCBT
4214
Dakota Community Bank & Trust
North Dakota
$363K -$12.1K -120 -4%
BCM
4215
Buckhead Capital Management
Georgia
$362K +$1.01K +10 +0.3%
LSC
4216
Lesa Sroufe & Co
Washington
$361K +$3.03K +30 +1%
AMIM
4217
Aull & Monroe Investment Management
Alabama
$361K +$65.7K +650 +29%
AIA
4218
Arbor Investment Advisors
North Carolina
$361K -$101 -1 -0%
GSAM
4219
Grant Street Asset Management
Pennsylvania
$360K +$294K +2,911 New
LFA
4220
LGT Financial Advisors
Texas
$360K +$44.5K +440 +18%
NLP
4221
Next Level Private
New York
$359K -$24.8K -245 -8%
BFA
4222
Buttonwood Financial Advisors
Maryland
$358K -$3.03K -30 -1%
THL
4223
Tillman Hartley LLC
Colorado
$358K – – –
GCM
4224
Gibraltar Capital Management
Oklahoma
$358K +$58.6K +580 +25%
AFA
4225
Atlas Financial Advisors
California
$357K -$24.4K -241 -8%
167 168
169
170 171