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Name Holding Trade Value Shares
Change 		Change in
Stake
RJTCONH
4226
Raymond James Trust Company of New Hampshire
New Hampshire
$255K -$20.1K -133 -7%
DAL
4227
Delta Accumulation LLC
California
$255K +$303 +2 +0.1%
AAG
4228
Avalon Advisory Group
Pennsylvania
$253K +$280K +1,848 New
IIM
4229
Ironwood Investment Management
Massachusetts
$251K – – –
PCIG
4230
Partners Capital Investment Group
Massachusetts
$251K +$278K +1,833 New
AA
4231
AF Advisors
California
$250K -$5.45K -36 -2%
SWA
4232
ShankerValleau Wealth Advisors
Illinois
$248K – – –
PCM
4233
Perritt Capital Management
Illinois
$246K -$29.5K -195 -10%
KFP
4234
KB Financial Partners
New Jersey
$245K -$288K -1,901 -51%
RC
4235
Randolph Company
Ohio
$243K – – –
OKSA
4236
O'Keefe Stevens Advisory
New York
$242K +$37.6K +248 +16%
PS
4237
Portfolio Solutions
Michigan
$242K +$268K +1,769 New
DJFS
4238
Dean Jacobson Financial Services
Texas
$241K -$909 -6 -0.3%
PC
4239
Prairiewood Capital
North Dakota
$241K +$5.3K +35 +2%
ETS
4240
ESL Trust Services
New York
$238K – – –
GCIA
4241
Gabelli & Co Investment Advisers
New York
$238K +$3.79K +25 +1%
AG
4242
AlphaSimPlex Group
Massachusetts
$237K – – –
DRS
4243
Deane Retirement Strategies
Louisiana
$237K – – –
TWM
4244
Tanglewood Wealth Management
Texas
$232K +$151 +1 +0.1%
SFG
4245
Socha Financial Group
New York
$232K +$3.03K +20 +1%
SFS
4246
Starfox Financial Services
Texas
$231K – – –
CWP
4247
Corepath Wealth Partners
Arizona
$229K – – –
MWM
4248
Magnolia Wealth Management
Alabama
$228K – – –
LCWP
4249
Legacy Capital Wealth Partners
Arkansas
$225K +$303 +2 +0.1%
GCP
4250
GSA Capital Partners
United Kingdom
$225K +$249K +1,647 New
168 169
170
171 172