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Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
2426
Contravisory Investment Management
Massachusetts
$39K -$141K -6,213 -79%
RWM
2427
Raffa Wealth Management
District of Columbia
$37.3K +$4.17K +183 +13%
AFIA
2428
America First Investment Advisors
Nebraska
$37K – – –
AW
2429
Avion Wealth
Texas
$37K +$433 +19 +1%
ST
2430
Sageworth Trust
Pennsylvania
$37K +$501 +22 +1%
SFA
2431
Semmax Financial Advisors
North Carolina
$34K -$1.25K -55 -4%
HS
2432
Horan Securities
United States
$34K +$5.4K +237 +19%
DI
2433
Disciplined Investments
Oklahoma
$30K – – –
GC
2434
Grace Capital
Massachusetts
$30K – – –
SMG
2435
Spectrum Management Group
Indiana
$29K -$1.89M -83,041 -99%
ACM
2436
AUA Capital Management
Pennsylvania
$27K – – –
BC
2437
Barnett & Company
Tennessee
$26K -$326K -14,325 -93%
PAIM
2438
Punch & Associates Investment Management
Minnesota
$25K -$106K -4,672 -81%
CCM
2439
Copeland Capital Management
Pennsylvania
$25K – – –
HF
2440
Halpern Financial
Virginia
$23.5K -$4.96K -218 -17%
TFA
2441
Toth Financial Advisory
Virginia
$23K -$569 -25 -2%
PC
2442
Permanens Capital
New York
$23K – – –
NCM
2443
New Capital Management
Texas
$22K – – –
FEG
2444
Financial Enhancement Group
Indiana
$21K -$2.8K -123 -12%
BCM
2445
Bourgeon Capital Management
Connecticut
$21K -$1.16K -51 -5%
AP
2446
Atwood & Palmer
Missouri
$21K – – –
MAM
2447
Marquette Asset Management
Minnesota
$16K – – –
MC
2448
Maverick Capital
Texas
$13K +$13K +569 New
TCCM
2449
Timber Creek Capital Management
Massachusetts
$12K – – –
WLPWM
2450
Walled Lake Planning & Wealth Management
Illinois
$11K -$2.3K -101 -18%
96 97
98
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