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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2076
Marotta Asset Management
Virginia
$214K +$195K +828 New
AMG
2077
Advisors Management Group
Wisconsin
$214K +$195K +828 New
IWP
2078
Innova Wealth Partners
Pennsylvania
$214K +$195K +828 New
HCM
2079
HM Capital Management
Missouri
$213K +$194K +825 New
TTWM
2080
TCV Trust & Wealth Management
Virginia
$213K +$194K +825 New
VIM
2081
Vancity Investment Management
British Columbia, Canada
$213K +$194K +825 New
AP
2082
Appleton Partners
Massachusetts
$212K +$193K +819 New
VFA
2083
Values First Advisors
Tennessee
$212K +$193K +819 New
ACM
2084
Ategra Capital Management
Virginia
$211K -$81.2K -345 -30%
CFA
2085
Cahill Financial Advisors
Minnesota
$210K +$191K +813 New
DWP
2086
Destiny Wealth Partners
Florida
$210K +$191K +813 New
SIA
2087
Strategic Investment Advisors
Michigan
$209K -$474K -2,016 -71%
FA
2088
FMA Advisory
Pennsylvania
$209K +$190K +807 New
S
2089
Surevest
California
$209K +$190K +807 New
BBA
2090
Braun-Bostich & Associates
Pennsylvania
$209K +$191K +810 New
CCM
2091
Crabel Capital Management
California
$209K +$191K +810 New
WCAMG
2092
Woodard & Company Asset Management Group
North Carolina
$209K +$191K +810 New
DAC
2093
Dividend Assets Capital
South Carolina
$208K -$70.6K -300 -27%
CC
2094
Capital Counsel
New York
$207K +$189K +801 New
SMG
2095
Spectrum Management Group
Indiana
$206K +$55.1K +234 +41%
PCM
2096
Pointe Capital Management
Michigan
$205K +$187K +795 New
FI
2097
Financial Insights
Washington
$203K – – –
FCMT
2098
Founders Capital Management (Texas)
Texas
$202K – – –
LFA
2099
Landmark Financial Advisors
Kentucky
$202K – – –
FIM
2100
Fernwood Investment Management
Massachusetts
$201K +$183K +777 New
82 83
84
85 86