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Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
4451
Core Alternative Capital
Georgia
$856K +$1.26K +10 +0.2%
CIM
4452
Contravisory Investment Management
Massachusetts
$855K +$3.77K +30 +0.6%
MAA
4453
Mraz Amerine & Associates
California
$854K +$680K +5,405 New
PRI
4454
Prepared Retirement Institute
Pennsylvania
$853K -$30.3K -241 -4%
IVP
4455
Intrinsic Value Partners
Arizona
$852K -$54.1K -430 -7%
EL
4456
EQ LLC
Washington
$851K +$11.1K +88 +2%
VV
4457
Verity & Verity
South Carolina
$849K -$15.7K -125 -2%
BDFN
4458
Bond & Devick Financial Network
Minnesota
$849K – – –
AI
4459
Axecap Investments
Ohio
$847K -$177K -1,409 -21%
AFG
4460
Altiora Financial Group
Ohio
$846K – – –
ATWA
4461
Arbor Trust Wealth Advisors
Michigan
$844K -$432K -3,430 -39%
MLA
4462
MB, Levis & Associates
Pennsylvania
$844K – – –
RWMH
4463
Riverpoint Wealth Management Holdings
Illinois
$844K +$65.6K +521 +11%
MAP
4464
Moody Aldrich Partners
Massachusetts
$844K – – –
RIM
4465
Rockbridge Investment Management
New York
$843K +$24.4K +194 +4%
LHWM
4466
Lake Hills Wealth Management
Texas
$843K +$671K +5,334 New
TFP
4467
Traction Financial Partners
Wyoming
$843K -$81.4K -647 -11%
IAA
4468
Ironsides Asset Advisors
North Carolina
$837K -$305K -2,424 -31%
GIM
4469
Gold Investment Management
Alberta, Canada
$837K -$2.39K -19 -0.3%
EW
4470
Element Wealth
Mississippi
$836K +$137K +1,086 +26%
AFTS
4471
American Financial & Tax Strategies
New York
$836K -$23.2K -184 -3%
AFW
4472
Atlantic Family Wealth
Florida
$835K +$13.8K +110 +2%
KLI
4473
Kelman-Lazarov Inc
Tennessee
$835K +$263K +2,092 +65%
PP
4474
Pacifica Partners
Canada
$835K -$2.52K -20 -0.4%
CCM
4475
Colorado Capital Management
Colorado
$835K -$61.9K -492 -9%
177 178
179
180 181