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Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
2426
Capital Directions Investment Advisors
Georgia
$42K +$27.1K +1,192 +180%
CIM
2427
Contravisory Investment Management
Massachusetts
$39K -$141K -6,213 -79%
RWM
2428
Raffa Wealth Management
District of Columbia
$37.3K +$4.17K +183 +13%
AFIA
2429
America First Investment Advisors
Nebraska
$37K – – –
AW
2430
Avion Wealth
Texas
$37K +$433 +19 +1%
ST
2431
Sageworth Trust
Pennsylvania
$37K +$501 +22 +1%
SFA
2432
Semmax Financial Advisors
North Carolina
$34K -$1.25K -55 -4%
HS
2433
Horan Securities
United States
$34K +$5.4K +237 +19%
DI
2434
Disciplined Investments
Oklahoma
$30K – – –
GC
2435
Grace Capital
Massachusetts
$30K – – –
SMG
2436
Spectrum Management Group
Indiana
$29K -$1.89M -83,041 -99%
ACM
2437
AUA Capital Management
Pennsylvania
$27K – – –
BC
2438
Barnett & Company
Tennessee
$26K -$326K -14,325 -93%
PAIM
2439
Punch & Associates Investment Management
Minnesota
$25K -$106K -4,672 -81%
CCM
2440
Copeland Capital Management
Pennsylvania
$25K – – –
HF
2441
Halpern Financial
Virginia
$23.5K -$4.96K -218 -17%
TFA
2442
Toth Financial Advisory
Virginia
$23K -$569 -25 -2%
PC
2443
Permanens Capital
New York
$23K – – –
NCM
2444
New Capital Management
Texas
$22K – – –
FEG
2445
Financial Enhancement Group
Indiana
$21K -$2.8K -123 -12%
BCM
2446
Bourgeon Capital Management
Connecticut
$21K -$1.16K -51 -5%
AP
2447
Atwood & Palmer
Missouri
$21K – – –
MAM
2448
Marquette Asset Management
Minnesota
$16K – – –
MC
2449
Maverick Capital
Texas
$13K +$13K +569 New
TCCM
2450
Timber Creek Capital Management
Massachusetts
$12K – – –
96 97
98
99 100