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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
5051
Touchstone Capital
Pennsylvania
$274K – – –
TH
5052
Team Hewins
California
$273K +$242K +1,297 New
EFMH
5053
E Fund Management (HK)
Hong Kong
$271K -$259K -1,391 -52%
SM
5054
Samjo Management
New York
$270K – – –
MAG
5055
Members Advisory Group
New York
$269K -$1.3K -7 -0.5%
CM
5056
Cornerstone Management
Georgia
$267K -$10.1K -54 -4%
FLA
5057
Financial Life Advisors
Texas
$267K – – –
OTL
5058
Oak Thistle LLC
New York
$265K -$132K -706 -36%
TPCM
5059
Templeton & Phillips Capital Management
Tennessee
$265K – – –
BHWM
5060
Bay Harbor Wealth Management
Maryland
$264K -$373 -2 -0.2%
AAG
5061
Accordant Advisory Group
Maryland
$263K -$1.75M -9,399 -88%
AC
5062
Applied Capital
Arkansas
$261K -$49.2K -264 -18%
TFA
5063
Tranquilli Financial Advisor
New Jersey
$260K -$123K -658 -35%
RJTCONH
5064
Raymond James Trust Company of New Hampshire
New Hampshire
$257K +$559 +3 +0.2%
SGI
5065
Swan Global Investments
Colorado
$257K +$228K +1,221 New
CSIA
5066
Carl Stuart Investment Advisor
Texas
$256K +$4.85K +26 +2%
FOFP
5067
Fee-Only Financial Planning
South Carolina
$253K – – –
TCM
5068
Twele Capital Management
Minnesota
$253K +$224K +1,202 New
SWA
5069
Safir Wealth Advisors
New Hampshire
$253K – – –
EFP
5070
Envision Financial Planning
Tennessee
$252K -$15.9K -85 -7%
AA
5071
AlphaQ Advisors
Florida
$251K -$1.8M -9,629 -89%
SF
5072
Schaeffer Financial
Maryland
$251K +$186 +1 +0.1%
CCIA
5073
Campbell & Co Investment Adviser
Maryland
$250K -$576K -3,090 -72%
TIM
5074
Thor Investment Management
Ohio
$250K -$8.58K -46 -4%
SL
5075
Savior LLC
Massachusetts
$248K +$219K +1,176 New
201 202
203
204 205