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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2401
Brown Capital Management
Maryland
$236K +$251K +4,386 New
SA
2402
Sicart Associates
New York
$235K -$109K -1,900 -30%
IMOV
2403
Investment Management of Virginia
Virginia
$235K – – –
WIA
2404
World Investment Advisors
California
$233K -$16.6K -290 -6%
VBFP
2405
Valtinson Bruner Financial Planning
Minnesota
$233K -$12.4K -216 -5%
PWA
2406
Physician Wealth Advisors
Utah
$233K +$16.9K +296 +8%
APW
2407
Austin Private Wealth
Texas
$233K +$31.2K +546 +14%
HHRDM
2408
H&H Retirement Design & Management
Nevada
$233K +$248K +4,339 New
RWRC
2409
R.W. Roge & Company
New York
$232K -$73.3K -1,281 -23%
AIM
2410
AIA Investment Management
Singapore
$232K – – –
ACA
2411
Affinity Capital Advisors
California
$232K +$227K +3,969 New
MPW
2412
MA Private Wealth
California
$231K -$4.75K -83 -2%
IP
2413
Isthmus Partners
Wisconsin
$231K – – –
EGWAG
2414
Elwood & Goetz Wealth Advisory Group
Georgia
$229K – – –
VCM
2415
Vigilant Capital Management
Maine
$228K -$138K -2,406 -36%
AIM
2416
Axiom Investment Management
New York
$227K -$222K -3,876 -48%
KFA
2417
Kays Financial Advisory
Georgia
$227K +$9.9K +173 +4%
FAM
2418
Flaharty Asset Management
Florida
$227K +$12K +209 +5%
FI
2419
Fosun International
China
$226K -$292K -5,105 -55%
AFG
2420
Affinia Financial Group
Massachusetts
$226K -$52K -908 -18%
AIM
2421
Arcadia Investment Management
Michigan
$226K +$5.72K +100 +2%
SWM
2422
Shakespeare Wealth Management
Wisconsin
$226K +$45.1K +788 +23%
BRA
2423
Bender Robert & Associates
California
$225K – – –
PP
2424
PrairieView Partners
Minnesota
$225K – – –
RAM
2425
Roanoke Asset Management
New Jersey
$225K – – –
95 96
97
98 99