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Name Holding Trade Value Shares
Change 		Change in
Stake
FMC
2076
First Merchants Corp
Indiana
$351K -$209K -7,591 -39%
HKAM
2077
Horizon Kinetics Asset Management
New York
$351K +$827 +30 +0.2%
YCG
2078
Yeomans Consulting Group
Georgia
$350K +$21K +761 +7%
SAM
2079
Satovsky Asset Management
New York
$350K -$63.3K -2,296 -16%
KWMG
2080
King Wealth Management Group
Florida
$350K – – –
AI
2081
Accredited Investors
Minnesota
$350K +$20.9K +760 +7%
MA
2082
MCF Advisors
Kentucky
$349K -$83.2K -3,019 -20%
RWM
2083
Rockline Wealth Management
New York
$349K – – –
CWMGO
2084
Capstone Wealth Management Group (Oregon)
Oregon
$348K +$81.9K +2,971 +33%
SP
2085
Sherman Porfolios
Idaho
$348K +$331K +12,017 New
WIM
2086
WealthPlan Investment Management
Nebraska
$348K +$57.7K +2,092 +21%
AG
2087
AmeriFlex Group
Nevada
$348K -$708K -25,704 -67%
CIA
2088
Cape Investment Advisory
Georgia
$348K -$6.26K -227 -2%
MLFP
2089
MPS Loria Financial Planners
Illinois
$348K -$1.52K -55 -0.5%
CI
2090
Cherokee Insurance
Michigan
$347K – – –
AFAS
2091
Acorn Financial Advisory Services
Virginia
$347K +$2.78K +101 +0.9%
WA
2092
Wealth Architects
California
$346K -$563K -20,447 -63%
NRC
2093
New Republic Capital
North Carolina
$346K +$41.9K +1,522 +15%
VDBMI
2094
Van Den Berg Management I
Texas
$346K – – –
AHL
2095
Abel Hall LLC
Louisiana
$346K -$85.5K -3,103 -21%
LWP
2096
LeClair Wealth Partners
Ohio
$345K – – –
WB
2097
West Bancorporation
Iowa
$345K – – –
PFWA
2098
Paces Ferry Wealth Advisors
Georgia
$345K -$5.24K -190 -2%
RPCONE
2099
Retirement Planning Company of New England
Rhode Island
$344K -$1.24K -45 -0.4%
CWM
2100
Cedar Wealth Management
California
$344K – – –
82 83
84
85 86