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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2301
Alta Wealth Advisors
Massachusetts
$461K -$13.2K -234 -3%
TFO
2302
Tarbox Family Office
California
$459K -$169 -3 -0%
BFC
2303
Bedel Financial Consulting
Indiana
$459K +$71.6K +1,269 +19%
PS
2304
Planned Solutions
California
$458K +$48K +850 +12%
IIA
2305
IPG Investment Advisors
California
$456K +$20.3K +360 +5%
CWA
2306
Carolina Wealth Advisors
South Carolina
$456K -$398K -7,053 -47%
PBO
2307
Peoples Bank (Ohio)
Ohio
$456K +$16.1K +285 +4%
PCM
2308
Perritt Capital Management
Illinois
$456K +$46.1K +817 +12%
CCM
2309
Crew Capital Management
Ohio
$456K +$442K +7,839 New
BO
2310
BRR OpCo
Ohio
$455K +$19.7K +349 +5%
5L
2311
55I LLC
Massachusetts
$455K +$60.2K +1,066 +16%
GCAC
2312
Guardian Capital Advisors (Canada)
Ontario, Canada
$453K -$41.5K -735 -9%
RIM
2313
Rockbridge Investment Management
New York
$450K +$43K +762 +11%
OLA
2314
Oliver Luxxe Assets
New Jersey
$450K +$53.5K +948 +14%
VFP
2315
Verus Financial Partners
Virginia
$449K -$21.7K -385 -5%
SBWIC
2316
Schaper Benz & Wise Investment Counsel
Wisconsin
$449K – – –
CI
2317
CX Institutional
Indiana
$449K +$163K +2,895 +60%
FSG
2318
Financial Strategies Group
Michigan
$446K +$104K +1,842 +32%
MWC
2319
MBM Wealth Consultants
Missouri
$445K +$39.8K +706 +10%
TFM
2320
TFC Financial Management
Massachusetts
$444K +$102K +1,806 +31%
LC
2321
Landaas & Company
Wisconsin
$442K +$31.5K +559 +8%
BA
2322
Bluesphere Advisors
Pennsylvania
$441K +$428K +7,580 New
KWM
2323
Keebeck Wealth Management
Illinois
$440K -$56.4K -999 -12%
FC
2324
FCA Corp
Texas
$440K – – –
SFSIG
2325
San Francisco Sentry Investment Group
California
$436K +$77K +1,365 +22%
91 92
93
94 95