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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2801
TAGStone Capital
North Carolina
$541K +$25.5K +106 +5%
GAG
2802
Goodman Advisory Group
Massachusetts
$539K +$471K +1,959 +508%
AA
2803
Addison Advisors
Vermont
$539K +$19K +79 +3%
BAM
2804
Bellevue Asset Management
Washington
$538K – – –
FCA
2805
FLC Capital Advisors
California
$538K – – –
EIG
2806
Ellenbecker Investment Group
Wisconsin
$537K +$137K +572 +32%
TCM
2807
Tandem Capital Management
New Jersey
$535K -$2.4K -10 -0.4%
GC
2808
Gratus Capital
Georgia
$534K +$558K +2,321 New
AFG
2809
ABLE Financial Group
Arizona
$534K -$112K -464 -17%
KC
2810
Kenfarb & Co
Kentucky
$531K – – –
SWM
2811
Stockman Wealth Management
Montana
$531K -$20K -83 -3%
FCA
2812
FinTrust Capital Advisors
South Carolina
$530K -$106K -439 -16%
NERM
2813
New England Research & Management
Illinois
$529K -$499K -2,075 -47%
CWS
2814
Cypress Wealth Services
California
$528K +$18.3K +76 +3%
HFM
2815
Hartford Funds Management
Pennsylvania
$527K +$53.8K +224 +11%
UL
2816
Unionview LLC
Washington
$527K -$2.4K -10 -0.4%
IF
2817
Integrity Financial
Wyoming
$527K +$240 +1 +0%
EWP
2818
Engrave Wealth Partners
Texas
$526K +$44.7K +186 +9%
GCM
2819
Gator Capital Management
Florida
$526K – – –
GSIS
2820
Global Strategic Investment Solutions
Arizona
$525K – – –
WDG
2821
Wealth Dimensions Group
Ohio
$525K +$52.4K +218 +11%
PC
2822
Permit Capital
Pennsylvania
$523K – – –
HCM
2823
Hengehold Capital Management
Ohio
$522K -$26K -108 -5%
WPW
2824
Warther Private Wealth
Ohio
$521K -$287K -1,194 -35%
CSB
2825
City State Bank
Iowa
$521K -$8.17K -34 -1%
111 112
113
114 115