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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
4401
Burkett Financial Services
South Carolina
$705K +$138K +1,001 +24%
BTIM
4402
BancFirst Trust & Investment Management
Oklahoma
$705K -$6.75K -49 -0.9%
AIS
4403
Accredited Investor Services
Minnesota
$704K +$722K +5,240 New
FFO
4404
Fiduciary Family Office
Florida
$703K -$4.22M -30,636 -85%
NHFG
4405
New Harbor Financial Group
Massachusetts
$703K +$413 +3 +0.1%
MP
4406
Moment Partners
California
$703K +$722K +5,235 New
SAA
4407
Southeast Asset Advisors
Georgia
$702K -$351K -2,543 -33%
AWMNH
4408
Arcadia Wealth Management (New Hampshire)
New Hampshire
$701K -$54.6K -396 -7%
GGA
4409
Granite Group Advisors
Connecticut
$701K -$5.93K -43 -0.8%
LSL
4410
Legacy Solutions LLC
Pennsylvania
$700K +$719K +5,213 New
MB
4411
Mizuho Bank
Japan
$698K +$27.6K +200 +4%
RIM
4412
Rockbridge Investment Management
New York
$698K -$1.52K -11 -0.2%
KFS
4413
Keynote Financial Services
Connecticut
$696K -$30.7K -223 -4%
BI
4414
BlueSpruce Investments
Illinois
$695K +$17.8K +129 +3%
IP
4415
Integras Partners
Georgia
$694K +$713K +5,170 New
PB
4416
Pinnacle Bancorp
Nebraska
$692K – – –
GCL
4417
Gouws Capital LLC
North Carolina
$692K -$124K -900 -15%
DCM
4418
Davis Capital Management
Florida
$691K -$16.5K -120 -2%
RP
4419
Riverwater Partners
Wisconsin
$691K +$16.1K +117 +2%
TCM
4420
Tuttle Capital Management
Connecticut
$684K +$181K +1,312 +35%
PA
4421
Promethium Advisors
Maryland
$682K – – –
SHFA
4422
SC&H Financial Advisors
Maryland
$681K +$11K +80 +2%
PIC
4423
Portland Investment Counsel
Ontario, Canada
$681K +$699K +5,071 New
CHJWM
4424
Carlton Hofferkamp & Jenks Wealth Management
Texas
$681K +$72.4K +525 +11%
RWM
4425
Refined Wealth Management
Utah
$680K – – –
175 176
177
178 179