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Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
2601
McDaniel Terry & Co
Texas
$236K +$20K +100 +9%
ACM
2602
Academy Capital Management
Texas
$235K – – –
PFC
2603
Phocas Financial Corp
California
$234K -$234K -1,172 Closed
HCM
2604
HMS Capital Management
Tennessee
$234K – – –
VR
2605
Viridian RIA
Washington
$234K +$23.6K +118 +11%
CMO
2606
Covenant Multifamily Offices
Texas
$233K -$17.6K -88 -7%
AWS
2607
Arkfeld Wealth Strategies
Nebraska
$230K – – –
VV
2608
Verity & Verity
South Carolina
$229K -$14K -70 -6%
THWM
2609
Taylor Hoffman Wealth Management
Virginia
$229K -$8.79K -44 -4%
BSAM
2610
Blue Square Asset Management
New York
$229K +$9.59K +48 +4%
MAM
2611
Morse Asset Management
Connecticut
$227K -$15K -75 -6%
SAM
2612
Shone Asset Management
California
$227K – – –
CHP
2613
Cable Hill Partners
Oregon
$226K +$225K +1,128 New
PGA
2614
Portland Global Advisors
Maine
$223K -$25.8K -129 -10%
WCAMG
2615
Woodard & Company Asset Management Group
North Carolina
$222K -$9.99K -50 -4%
MWM
2616
Modera Wealth Management
New Jersey
$222K -$9.79K -49 -4%
KAM
2617
Knightsbridge Asset Management
California
$222K – – –
MKC
2618
M. Kraus & Co
Vermont
$222K +$10.8K +54 +5%
TW
2619
Transform Wealth
Colorado
$221K -$180K -902 -45%
CCM
2620
Carlson Capital Management
Minnesota
$221K – – –
PP
2621
PrairieView Partners
Minnesota
$220K – – –
WQ
2622
Wealth Quarterback
New Jersey
$220K – – –
ML
2623
McAdam LLC
Pennsylvania
$219K +$219K +1,097 New
AIA
2624
AIMZ Investment Advisors
California
$214K -$32K -160 -13%
GLLW
2625
Graves Light Lenhart Wealth
Virginia
$212K +$212K +1,059 New
103 104
105
106 107