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Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
5126
Deseret Mutual Benefit Administrators
Utah
$241K – – –
BP
5127
BWM Planning
Texas
$241K +$192K +1,524 New
AIM
5128
Archer Investment Management
Texas
$240K +$192K +1,522 New
GRR
5129
Golden Reserve Retirement
Ohio
$240K +$204K +1,622 New
CFA
5130
CWS Financial Advisors
Michigan
$240K +$191K +1,518 New
MFG
5131
Mustico Financial Group
New York
$239K +$169K +1,345 New
SC
5132
Schiavi & Co
Delaware
$238K +$190K +1,509 New
CB
5133
Centennial Bank
Arkansas
$238K – – –
MVA
5134
Mount Vernon Associates
Maryland
$237K +$189K +1,500 New
CCA
5135
Conestoga Capital Advisors
Pennsylvania
$237K +$189K +1,500 New
CGFA
5136
Colton Groome Financial Advisors
North Carolina
$237K -$189K -1,499 -50%
SIM
5137
Sterling Investment Management
Arizona
$237K -$84.9K -675 -31%
SDAM
5138
Shulman DeMeo Asset Management
New York
$235K +$187K +1,488 New
I
5139
IMPACTfolio
Colorado
$235K +$187K +1,487 New
MCFP
5140
Mallini Complete Financial Planning
Florida
$234K – – –
1L
5141
10Elms LLP
Oklahoma
$234K +$6.29K +50 +3%
LWM
5142
Luminvest Wealth Management
Arizona
$231K +$184K +1,465 New
GWM
5143
Graybill Wealth Management
Illinois
$231K -$6.29K -50 -3%
SP
5144
Sherman Porfolios
Idaho
$230K +$183K +1,456 New
DWA
5145
Davis Wealth Advisors
New Hampshire
$230K +$183K +1,455 New
CAM
5146
Cobblestone Asset Management
Virginia
$229K -$55.4K -440 -23%
SJL
5147
Shayne & Jacobs LLC
Tennessee
$228K +$182K +1,443 New
PA
5148
Pineridge Advisors
Missouri
$226K +$3.02K +24 +2%
RC
5149
Randolph Company
Ohio
$226K +$180K +1,432 New
HSG
5150
Helen Stephens Group
Texas
$226K +$180K +1,427 New
204 205
206
207 208