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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
5401
Trademark Financial Management
Minnesota
$403K -$62.6K -270 -13%
MNA
5402
Manning & Napier Advisors
New York
$400K -$329K -1,420 -44%
GL
5403
GHE LLC
Tennessee
$398K +$230K +992 +124%
GFM
5404
GEN Financial Management
Minnesota
$397K -$14.1K -61 -3%
GWA
5405
Gutierrez Wealth Advisory
Arkansas
$395K -$1.62K -7 -0.4%
AA
5406
AF Advisors
California
$393K -$5.79K -25 -1%
BTIM
5407
BancFirst Trust & Investment Management
Oklahoma
$392K -$43.1K -186 -9%
AA
5408
ArborFi Advisors
Michigan
$388K -$50K -216 -11%
NRD
5409
Nebula Research & Development
New York
$387K +$404K +1,744 New
MCP
5410
Martin Capital Partners
Oregon
$387K -$82.5K -356 -17%
AC
5411
AIFG Consultants
New York
$387K -$150K -648 -27%
LFA
5412
Livelsberger Financial Advisory
Ohio
$385K +$232 +1 +0.1%
GVIC
5413
Global Value Investment Corporation
Wisconsin
$383K -$285K -1,232 -42%
UFA
5414
Uptown Financial Advisors
Texas
$383K +$40.8K +176 +11%
SC
5415
Schiavi & Co
Delaware
$381K – – –
RCM
5416
Richardson Capital Management
Wisconsin
$379K +$3.24K +14 +0.8%
PWP
5417
Parkwoods Wealth Partners
New York
$379K +$25.3K +109 +7%
LAM
5418
Lountzis Asset Management
Pennsylvania
$379K +$417K +1,802 New
DRS
5419
Deane Retirement Strategies
Louisiana
$379K – – –
YWM
5420
Yardley Wealth Management
Pennsylvania
$378K -$235K -1,016 -37%
MSA
5421
Marathon Strategic Advisors
Pennsylvania
$374K +$232 +1 +0.1%
OFG
5422
Orcam Financial Group
California
$373K -$104K -450 -21%
ATC
5423
Advantage Trust Company
Kansas
$372K -$41.7K -180 -10%
BS
5424
Brighton Securities
New York
$371K – – –
MC
5425
McCarthy & Cox
Ohio
$370K +$4.4K +19 +1%
215 216
217
218 219