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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2951
Mascoma Wealth Management
New Hampshire
$5.08M +$121K +659 +2%
HFS
2952
Heritage Financial Services
Massachusetts
$5.08M +$70.4K +384 +1%
KWM
2953
Kolinsky Wealth Management
New Jersey
$5.07M -$328K -1,790 -6%
MWP
2954
Madison Wealth Partners
Wisconsin
$5.07M +$192K +1,047 +4%
NERM
2955
New England Research & Management
Illinois
$5.06M -$8.25K -45 -0.2%
EDRIA
2956
Edmonds Duncan Registered Investment Advisors
Kansas
$5.06M +$48.8M +266,003 +900%
RCS
2957
Retirement Capital Strategies
California
$5.06M -$66.6K -363 -1%
AAM
2958
Auxier Asset Management
Oregon
$5.05M -$195K -1,063 -3%
CCA
2959
Column Capital Advisors
Indiana
$5.05M -$123K -673 -0.6%
HG
2960
Herbst Group
Connecticut
$5.05M +$189K +1,030 +4%
JCM
2961
Jacobsen Capital Management
Utah
$5.04M +$920K +5,017 +21%
AIFAIM
2962
American Institute for Advanced Investment Management
Arizona
$5.04M -$519K -2,831 -9%
PMA
2963
Prudent Man Advisors
Illinois
$5.04M -$241K -1,313 -4%
BIA
2964
Bell Investment Advisors
California
$5.04M +$867K +4,729 +19%
AWP
2965
Accretive Wealth Partners
New Jersey
$5.03M +$25.3K +138 +0.5%
VFP
2966
Verus Financial Partners
Virginia
$5.02M +$71K +387 +1%
IIL
2967
Insight Inv LLC
California
$5.02M -$93.5K -510 -2%
PBF
2968
Petix & Botte Financial
California
$5.02M +$1.65K +9 +0%
DMBA
2969
Deseret Mutual Benefit Administrators
Utah
$5.02M -$590K -3,217 -10%
BWA
2970
Burt Wealth Advisors
Maryland
$4.99M -$143K -778 -3%
OWA
2971
Opal Wealth Advisors
New York
$4.99M +$247K +1,347 +5%
HP
2972
Hyperion Partners
Pennsylvania
$4.99M +$1.65K +9 +0%
MKC
2973
M. Kraus & Co
Vermont
$4.99M -$53.2K -290 -1%
HCM
2974
Hudson Capital Management
New Jersey
$4.99M +$53.2K +290 +1%
PTC
2975
Provident Trust Company
Wisconsin
$4.98M – – –
117 118
119
120 121