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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
2551
Roundview Capital
New Jersey
$955K +$54.1K +136 +6%
MA
2552
Mosaic Advisors
Texas
$954K – – –
WKWM
2553
Walter & Keenan Wealth Management
Indiana
$953K +$398 +1 +0%
JLBC
2554
J.L. Bainbridge & Co
Florida
$953K +$17.5K +44 +2%
TIM
2555
Total Investment Management
Arizona
$952K +$81.5K +205 +7%
SWM
2556
Steinberganna Wealth Management
New York
$949K -$14.3K -36 -2%
PHIC
2557
Pine Haven Investment Counsel
Massachusetts
$948K – – –
WCM
2558
Whitener Capital Management
North Carolina
$946K +$361K +908 +68%
OE
2559
October Effect
Virginia
$946K -$413K -1,038 -32%
FFG
2560
Fiduciary Financial Group
California
$946K +$111K +280 +14%
FF
2561
Foundry Financial
California
$945K +$291K +731 +48%
RI
2562
Rinkey Investments
California
$945K +$372K +935 +71%
MIM
2563
MTM Investment Management
South Carolina
$944K – – –
PFS
2564
Physicians Financial Services
North Carolina
$943K – – –
WG
2565
Wealth Group
North Carolina
$943K +$589K +1,480 +194%
GJWM
2566
Gilliland Jeter Wealth Management
Arkansas
$943K – – –
LWM
2567
Lodestone Wealth Management
Washington
$939K -$43.4K -109 -5%
FD
2568
Financial Designs
California
$939K +$36.6K +92 +4%
MCM
2569
Mattern Capital Management
Colorado
$938K +$795 +2 +0.1%
SIC
2570
SJS Investment Consulting
Ohio
$937K -$30.2K -76 -3%
VW
2571
Vantus Wealth
Pennsylvania
$937K +$886K +2,227 New
CFS
2572
Commonwealth Financial Services
West Virginia
$934K +$194K +488 +28%
AF
2573
Apollon Financial
South Carolina
$932K +$3.18K +8 +0.4%
6F
2574
626 Financial
Michigan
$931K -$6.36K -16 -0.7%
VFP
2575
Vilga Financial Planning
New Jersey
$930K +$25.5K +64 +3%
101 102
103
104 105