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Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
2401
Boothbay Fund Management
New York
$251K +$245K +8,493 New
WFWM
2402
Wechter Feldman Wealth Management
New Jersey
$249K +$244K +8,442 New
TI
2403
Truepoint Inc
Ohio
$249K +$244K +8,443 New
VFM
2404
Vivid Financial Management
California
$248K +$247K +8,548 New
MIS
2405
Morningstar Investment Services
Illinois
$246K -$29.1K -1,009 -11%
FBFS
2406
First Business Financial Services
Wisconsin
$246K -$14.4K -498 -6%
RP
2407
Rice Partnership
Hawaii
$245K -$139K -4,798 -37%
GAM
2408
Gould Asset Management
California
$244K -$39.4K -1,364 -14%
B
2409
Brightworth
Georgia
$242K +$237K +8,194 New
AAIM
2410
Asset Advisors Investment Management
Georgia
$237K -$31K -1,075 -12%
EGA
2411
Eagle Global Advisors
Texas
$236K – – –
AIFAIM
2412
American Institute for Advanced Investment Management
Arizona
$236K +$231K +7,997 New
LBC
2413
Lawrence B. Cohen
$235K -$22.6K -783 -9%
MCG
2414
MACRO Consulting Group
New Jersey
$235K +$230K +7,968 New
CNBT
2415
Cornerstone National Bank & Trust
Illinois
$235K +$230K +7,957 New
AMM
2416
American Money Management
California
$234K – – –
TIM
2417
Tortoise Investment Management
New York
$233K -$9.56K -331 -4%
HCM
2418
Hilton Capital Management
New York
$233K – – –
CAM
2419
Crestone Asset Management
Colorado
$232K -$2.94K -102 -1%
BSAM
2420
Blue Sky Asset Management
Colorado
$232K +$227K +7,866 New
WPA
2421
West Paces Advisors
Georgia
$231K +$35.6K +1,234 +19%
PGA
2422
Portland Global Advisors
Maine
$231K -$5.28K -183 -2%
AA
2423
Aufman Associates
Pennsylvania
$231K +$226K +7,820 New
CA
2424
Crumly & Associates
Illinois
$230K +$225K +7,802 New
CF
2425
Corrigan Financial
Rhode Island
$230K +$8.46K +293 +4%
95 96
97
98 99