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Name Holding Trade Value Shares
Change 		Change in
Stake
P
5851
Palladiem
Pennsylvania
$416K – – –
FEG
5852
Fund Evaluation Group
Ohio
$415K +$10.4K +40 +3%
VPI
5853
Value Partners Investments
Manitoba, Canada
$414K -$532K -2,043 -56%
YWM
5854
Yardley Wealth Management
Pennsylvania
$412K +$260 +1 +0.1%
JCM
5855
J2 Capital Management
Michigan
$410K +$4.16K +16 +1%
LIM
5856
Letson Investment Management
Georgia
$409K – – –
WRM
5857
Weybosset Research & Management
Rhode Island
$409K +$5.21K +20 +1%
BMC
5858
Bear Mountain Capital
Washington
$406K -$22.4K -86 -5%
JCA
5859
January Capital Advisors
California
$406K +$416K +1,600 New
WWP
5860
Wise Wealth Partners
Arizona
$406K -$37.5K -144 -8%
RIG
5861
Ramiah Investment Group
Wisconsin
$404K +$28.1K +108 +7%
BIM
5862
Breakwater Investment Management
Washington
$402K – – –
FI
5863
FIDELIS iM
Oregon
$400K -$602K -2,315 -59%
KMC
5864
Kirr Marbach & Co
Indiana
$399K – – –
AA
5865
ArborFi Advisors
Michigan
$397K – – –
UFA
5866
Uptown Financial Advisors
Texas
$397K – – –
NFA
5867
Northwest Financial Advisors
Virginia
$395K -$262K -1,006 -39%
SHF
5868
Stage Harbor Financial
Massachusetts
$392K -$47.1K -181 -10%
TA
5869
TCM Advisors
West Virginia
$391K – – –
SWP
5870
Significant Wealth Partners
Illinois
$391K -$2.08K -8 -0.5%
MWP
5871
Moller Wealth Partners
$390K +$31K +119 +8%
BCMIO
5872
Beacon Capital Management Inc (Ohio)
Ohio
$390K – – –
FAM
5873
Frontier Asset Management
Wyoming
$389K +$38.5K +148 +11%
AIA
5874
Acute Investment Advisory
Arizona
$389K -$781 -3 -0.2%
VAG
5875
Vannoy Advisory Group
Texas
$389K – – –
233 234
235
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