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Name Holding Trade Value Shares
Change 		Change in
Stake
JSA
4901
Jacobson & Schmitt Advisors
Wisconsin
$246K -$38.8K -210 -14%
SIMC
4902
Squire Investment Management Company
Utah
$243K +$233K +1,261 New
NRD
4903
Nebula Research & Development
New York
$240K +$230K +1,247 New
DA
4904
DSC Advisors
Illinois
$240K +$5.17K +28 +2%
MHB
4905
Midwest Heritage Bank
Iowa
$238K -$2.03K -11 -0.9%
BFA
4906
Brown Financial Advisory
Alabama
$238K – – –
WA
4907
Win Advisors
Florida
$235K +$225K +1,218 New
APW
4908
Axim Planning & Wealth
Ohio
$232K +$223K +1,206 New
KAM
4909
Kraft Asset Management
Tennessee
$232K -$24.4K -132 -10%
FOFP
4910
Fee-Only Financial Planning
South Carolina
$231K – – –
SWA
4911
Safir Wealth Advisors
New Hampshire
$231K – – –
TCM
4912
Twele Capital Management
Minnesota
$231K – – –
EMAM
4913
Encompass More Asset Management
California
$229K +$220K +1,190 New
SF
4914
Schaeffer Financial
Maryland
$229K +$219K +1,188 New
SIAS
4915
Summit Investment Advisory Services
Minnesota
$227K +$218K +1,180 New
IFU
4916
iSAM Funds (UK)
United Kingdom
$227K +$218K +1,180 New
BHWM
4917
Bay Harbor Wealth Management
Maryland
$224K +$185 +1 +0.1%
SEM
4918
Strategic Equity Management
Arizona
$222K -$1.29M -6,983 -86%
RJTCONH
4919
Raymond James Trust Company of New Hampshire
New Hampshire
$219K -$99.2K -537 -32%
OAM
4920
Oxford Asset Management
United Kingdom
$217K +$208K +1,128 New
KCM
4921
KM Capital Management
Texas
$217K +$208K +1,127 New
BA
4922
Bridgewater Associates
Connecticut
$214K +$205K +1,109 New
FLA
4923
Financial Life Advisors
Texas
$212K +$204K +1,103 New
SFM
4924
Stack Financial Management
Montana
$212K +$203K +1,101 New
SFS
4925
Shaker Financial Services
Virginia
$212K +$203K +1,100 New
195 196
197
198 199