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Name Holding Trade Value Shares
Change 		Change in
Stake
DFS
3801
Demming Financial Services
Ohio
$290K +$286K +645 New
AC
3802
Annandale Capital
Texas
$290K +$286K +645 New
AWM
3803
Aries Wealth Management
Maine
$290K +$285K +644 New
SA
3804
SAM Advisors
California
$290K +$285K +644 New
DI
3805
DDFG Inc
California
$288K +$2.66K +6 +0.9%
MF
3806
Montis Financial
Massachusetts
$286K -$130K -293 -32%
TA
3807
Tectonic Advisors
Texas
$286K +$443 +1 +0.2%
AAMC
3808
Asset Allocation & Management Company
Illinois
$286K – – –
SC
3809
Scratch Capital
Idaho
$286K +$25.3K +57 +10%
EB
3810
Exchange Bank
California
$285K -$13.7K -31 -5%
HIMC
3811
Heritage Investors Management Corp
Maryland
$285K -$31K -70 -10%
CCM
3812
Capstone Capital Management
$285K +$281K +633 New
KOMWMG
3813
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$285K -$25.7K -58 -8%
ACM
3814
Academy Capital Management
Texas
$284K +$16.4K +37 +6%
CIC
3815
Crawford Investment Counsel
Georgia
$283K -$13.3K -30 -5%
HI
3816
Hendershot Investments
Virginia
$283K – – –
MF
3817
Midwestern Financial
Iowa
$283K – – –
SWM
3818
Schwallier Wealth Management
Michigan
$283K -$1.33K -3 -0.5%
GMFG
3819
Greater Midwest Financial Group
Minnesota
$283K +$73.1K +165 +36%
TFP
3820
Triune Financial Partners
Kansas
$283K – – –
GIC
3821
GFI Investment Counsel
Ontario, Canada
$282K – – –
PHWA
3822
Petersen Hastings Wealth Advisors
Washington
$282K +$278K +628 New
TFA
3823
Tobias Financial Advisors
Florida
$282K -$104K -235 -27%
CFCI
3824
Comprehensive Financial Consultants Institutional
Indiana
$282K -$2.22K -5 -0.8%
CWM
3825
Cranbrook Wealth Management
Michigan
$282K – – –
151 152
153
154 155