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Name Holding Trade Value Shares
Change 		Change in
Stake
UCI
3976
Uncommon Cents Investing
Wisconsin
$237K – – –
FPW
3977
Flagship Private Wealth
Massachusetts
$237K +$16K +36 +7%
HVIA
3978
Hudson Valley Investment Advisors
New York
$236K -$86.9K -196 -27%
JFG
3979
JDM Financial Group
Texas
$236K +$1.77K +4 +0.8%
SCM
3980
Step Capital Management
$236K +$233K +525 New
SHFA
3981
SC&H Financial Advisors
Maryland
$236K +$232K +524 New
CCA
3982
Cooper Capital Advisors
California
$236K – – –
HTHT
3983
Hemenway Trust Hemenway Trust
New Hampshire
$235K – – –
CWA
3984
Cura Wealth Advisors
Illinois
$235K +$16.8K +38 +8%
MWS
3985
MFA Wealth Services
California
$234K -$16K -36 -6%
KP
3986
Kitching Partners
Pennsylvania
$234K -$1.33K -3 -0.6%
CJ
3987
Caitlin John
Michigan
$234K +$46.5K +105 +25%
PFM
3988
Patton Fund Management
Texas
$233K -$112K -253 -33%
EWM
3989
Evolution Wealth Management
Florida
$233K -$55K -124 -19%
KWM
3990
Kingsman Wealth Management
Florida
$233K -$39.9K -90 -15%
MIC
3991
Meridian Investment Counsel
California
$233K – – –
BEAM
3992
Baker Ellis Asset Management
Washington
$233K – – –
UFPG
3993
United Financial Planning Group
New York
$233K +$52.3K +118 +30%
PA
3994
Persium Advisors
Georgia
$233K -$266K -600 -54%
EWA
3995
Emergent Wealth Advisors
New York
$233K – – –
SAM
3996
Smithbridge Asset Management
Pennsylvania
$232K +$229K +516 New
WAG
3997
Wilkerson Advisory Group
Missouri
$232K +$229K +516 New
CWR
3998
Chico Wealth RIA
California
$232K +$18.2K +41 +9%
EPG
3999
Estate Planners Group
Pennsylvania
$231K +$228K +514 New
MPIM
4000
McGinn Penninger Investment Management
Virginia
$231K – – –
158 159
160
161 162