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Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
2801
Ensemble Capital Management
California
$271K -$102K -435 -26%
V
2802
VeraBank
Texas
$271K +$39.4K +168 +16%
SPP
2803
Single Point Partners
Massachusetts
$271K +$286K +1,218 New
HCA
2804
Heck Capital Advisors
Wisconsin
$271K -$4.92K -21 -2%
CMP
2805
Courage Miller Partners
Virginia
$267K -$18.8K -80 -6%
CHAM
2806
Clear Harbor Asset Management
Connecticut
$267K +$7.04K +30 +3%
C1AG
2807
Client 1st Advisory Group
Florida
$267K +$18.1K +77 +7%
SC
2808
Slow Capital
California
$266K – – –
ACM
2809
Academy Capital Management
Texas
$264K – – –
THWM
2810
Taylor Hoffman Wealth Management
Virginia
$264K – – –
MIM
2811
MTM Investment Management
South Carolina
$262K +$276K +1,177 New
YMRC
2812
Yorktown Management & Research Company
Virginia
$260K – – –
ML
2813
McAdam LLC
Pennsylvania
$259K +$6.1K +26 +2%
TC
2814
Trilogy Capital
California
$258K -$2.11K -9 -0.8%
BWM
2815
Blossom Wealth Management
California
$258K +$271K +1,157 New
CBT
2816
Capital Bank & Trust
California
$257K -$289M -1,234,146 -100%
XS
2817
XR Securities
Illinois
$257K +$270K +1,152 New
EMFAT
2818
Emerald Mutual Fund Advisers Trust
Pennsylvania
$256K – – –
MVA
2819
Mount Vernon Associates
Maryland
$256K – – –
AWS
2820
Arkfeld Wealth Strategies
Nebraska
$255K – – –
VWM
2821
Valley Wealth Managers
New Jersey
$255K +$268K +1,145 New
APG
2822
Abacus Planning Group
South Carolina
$254K -$73.4K -313 -22%
BIAS
2823
Beacon Investment Advisory Services
New Jersey
$254K – – –
FSA
2824
Financial Sense Advisors
California
$254K +$234 +1 +0.1%
NCM
2825
Neumann Capital Management
California
$252K – – –
111 112
113
114 115