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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2851
Alesco Advisors
New York
$351K – – –
RTC
2852
Riverview Trust Company
Washington
$351K – – –
WMA
2853
West Michigan Advisors
Michigan
$351K +$348K +1,619 New
HZ
2854
Hixon Zuercher
Ohio
$350K – – –
BMWM
2855
Brown Miller Wealth Management
Virginia
$350K +$37.4K +174 +12%
CIM
2856
Confluence Investment Management
Missouri
$348K -$63.3K -295 -16%
EWP
2857
Engrave Wealth Partners
Texas
$348K -$7.51K -35 -2%
EFL
2858
ERn Financial LLC
Wisconsin
$344K – – –
RBCM
2859
Raub Brock Capital Management
California
$343K – – –
BWM
2860
Baystate Wealth Management
Massachusetts
$343K +$1.72K +8 +0.5%
CMS
2861
Capital Market Strategies
Florida
$343K +$340K +1,585 New
1CP
2862
17 Capital Partners
Arizona
$342K – – –
HWM
2863
Horizon Wealth Management
Illinois
$342K +$339K +1,578 New
WCM
2864
Wallace Capital Management
Texas
$341K -$1.17M -5,447 -78%
SCA
2865
Sippican Capital Advisors
Massachusetts
$341K – – –
AMR
2866
Asset Management Resources
Massachusetts
$341K +$338K +1,573 New
PMG
2867
Private Management Group
California
$340K – – –
NA
2868
Nottingham Advisors
New York
$339K +$44.7K +208 +15%
MIM
2869
MTM Investment Management
South Carolina
$339K +$83.1K +387 +33%
TDC
2870
Thompson Davis & Co
Virginia
$339K +$336K +1,565 New
RWB
2871
RMR Wealth Builders
New Jersey
$338K -$1.11M -5,162 -77%
BWA
2872
Beam Wealth Advisors
Louisiana
$338K -$333K -1,551 -50%
SWM
2873
Shelton Wealth Management
Texas
$338K +$334K +1,558 New
FFG
2874
Ford Financial Group
California
$337K -$895K -4,168 -73%
SRC
2875
Shufro Rose & Co
New York
$337K -$42.7K -199 -11%
113 114
115
116 117