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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2701
Permanent Capital Management
Illinois
$912K +$704K +2,568 New
CCA
2702
Cora Capital Advisors
New Jersey
$911K -$9.87K -36 -1%
BFA
2703
Bragg Financial Advisors
North Carolina
$910K +$21.7K +79 +2%
KCM
2704
Kanawha Capital Management
Virginia
$909K +$88K +321 +10%
FBT
2705
First Bank & Trust
South Dakota
$908K -$6.03K -22 -0.6%
CHJWM
2706
Carlton Hofferkamp & Jenks Wealth Management
Texas
$908K +$548 +2 +0.1%
BAM
2707
Blueshift Asset Management
New Jersey
$907K +$223K +812 +31%
EFA
2708
Evernest Financial Advisors
Indiana
$907K +$2.19K +8 +0.2%
FOA
2709
Five Oceans Advisors
California
$905K -$6.3K -23 -0.7%
OPWM
2710
Oakwell Private Wealth Management
Texas
$904K +$127K +464 +16%
RP
2711
Riverwater Partners
Wisconsin
$902K +$13.7K +50 +1%
VCM
2712
Versant Capital Management
Arizona
$901K +$123K +447 +15%
MAWA
2713
Moss Adams Wealth Advisors
Washington
$901K +$206K +751 +28%
IAS
2714
Investment Advisory Services
Texas
$897K -$38.1K -139 -4%
MSA
2715
Marino Stram & Associates
Massachusetts
$897K +$8.77K +32 +0.9%
SRC
2716
Sage Rhino Capital
California
$896K +$8.22K +30 +0.9%
PWP
2717
Phillips Wealth Planners
Mississippi
$896K +$32.6K +119 +4%
HI
2718
Harper Investing
California
$895K +$550K +2,008 +143%
FFA
2719
Fi3 Financial Advisors
Indiana
$894K -$4.93K -18 -0.5%
WFA
2720
Wellspring Financial Advisors
Ohio
$894K +$68.5K +250 +8%
CWG
2721
Crown Wealth Group
North Carolina
$893K -$10.7K -39 -1%
3IP
2722
3Chopt Investment Partners
Virginia
$893K +$933K +3,403 New
PCM
2723
Pointe Capital Management
Michigan
$892K -$37.5K -137 -4%
HKIMG
2724
Hutchens & Kramer Investment Management Group
Indiana
$892K -$3.29K -12 -0.4%
MS
2725
Madden Securities
Texas
$891K – – –
107 108
109
110 111