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Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
2151
Well Done LLC
Michigan
$324K +$33.5K +118 +10%
SGK
2152
Steigerwald Gordon & Koch
Virginia
$324K +$40.9K +144 +13%
WDG
2153
Wealth Dimensions Group
Ohio
$324K +$353K +1,244 New
FMWA
2154
Forvis Mazars Wealth Advisors
Missouri
$323K -$5.39K -19 -2%
CSPIA
2155
Cary Street Partners Investment Advisory
Virginia
$321K +$28.7K +101 +9%
CAM
2156
Carret Asset Management
New York
$320K -$21.6K -76 -6%
ME
2157
McIlrath & Eck
Washington
$320K – – –
FNBOO
2158
First National Bank of Omaha
Nebraska
$320K +$42.3K +149 +14%
RBCM
2159
Raub Brock Capital Management
California
$319K – – –
PMFA
2160
Plante Moran Financial Advisors
Michigan
$319K +$82K +289 +31%
LF
2161
Lantz Financial
Illinois
$318K +$12.2K +43 +4%
MCM
2162
Monument Capital Management
Virginia
$318K +$65.3K +230 +23%
DDC
2163
DF Dent & Co
Maryland
$317K -$5.67K -20 -2%
BFA
2164
Beacon Financial Advisory
Ohio
$317K -$851 -3 -0.2%
ACA
2165
Affinity Capital Advisors
California
$316K +$29.2K +103 +9%
MAM
2166
MMA Asset Management
Pennsylvania
$315K – – –
SIA
2167
Soltis Investment Advisors
Utah
$314K -$948K -3,343 -73%
CHA
2168
Cooper/Haims Advisors
New York
$314K – – –
CIEP
2169
Constellation Investimentos e Participacoes
Brazil
$312K -$1.22M -4,300 -78%
TM
2170
Titan Managers
Arizona
$312K -$298K -1,052 -47%
HCM
2171
Highlander Capital Management
New Jersey
$312K -$14.2K -50 -4%
CCM
2172
Cox Capital Management
Massachusetts
$312K – – –
LIA
2173
LS Investment Advisors
Michigan
$312K – – –
SFO
2174
Stokes Family Office
Louisiana
$311K +$12.5K +44 +4%
MIC
2175
Meridian Investment Counsel
California
$309K – – –
85 86
87
88 89