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Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
1501
Steigerwald Gordon & Koch
Virginia
$621K +$27.1K +278 +4%
MP
1502
McDonald Partners
Ohio
$617K -$173K -1,773 -22%
EFA
1503
Evernest Financial Advisors
Indiana
$617K +$625K +6,425 New
BFC
1504
Bedel Financial Consulting
Indiana
$617K +$12.8K +132 +2%
SAM
1505
Sompo Asset Management
Japan
$615K +$15.6K +160 +3%
WC
1506
Wexford Capital
Florida
$614K +$622K +6,395 New
EWA
1507
Exencial Wealth Advisors
Oklahoma
$613K +$98.7K +1,014 +19%
TFA
1508
Transamerica Financial Advisors
Florida
$612K -$393K -4,039 -39%
OA
1509
Oxbow Advisors
Texas
$611K -$3.31K -34 -0.5%
BWM
1510
Blossom Wealth Management
California
$611K -$6.13K -63 -1%
YDMI
1511
Y.D. More Investments
Israel
$609K +$206K +2,118 +50%
TC
1512
Trust Company
Kansas
$607K +$93.9K +965 +18%
RC
1513
Roundview Capital
New Jersey
$606K -$1.16M -11,957 -65%
HL
1514
HeadInvest LLC
Maine
$603K +$97 +1 +0%
SW
1515
Simplicity Wealth
New Jersey
$602K +$610K +6,272 New
JCM
1516
Jag Capital Management
Missouri
$600K -$1.51M -15,502 -71%
APA
1517
Astoria Portfolio Advisors
New York
$599K -$111K -1,143 -15%
GC
1518
GFG Capital
Florida
$599K -$1.66K -17 -0.3%
NHC
1519
Nicholas Hoffman & Company
Georgia
$599K +$83.5K +858 +16%
PP
1520
PDS Planning
Ohio
$598K +$3.31K +34 +0.5%
SIC
1521
Salem Investment Counselors
North Carolina
$597K – – –
ACMA
1522
Arbor Capital Management (Alaska)
Alaska
$597K -$29.2K -300 -4%
GC
1523
Giverny Capital
Quebec, Canada
$597K – – –
KWM
1524
Keebeck Wealth Management
Illinois
$596K +$97 +1 +0%
WIM
1525
WealthPlan Investment Management
Nebraska
$595K +$292 +3 +0%
59 60
61
62 63