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Name Holding Trade Value Shares
Change 		Change in
Stake
KCA
3751
Karn Couzens & Associates
Connecticut
$463K – – –
RVPG
3752
Relative Value Partners Group
$463K +$439K +2,840 New
KFS
3753
Kelly Financial Services
Massachusetts
$460K +$18.5K +120 +4%
GCM
3754
Gibraltar Capital Management
Oklahoma
$458K +$18.5K +120 +4%
AC
3755
Avant Capital
Louisiana
$457K +$37.1K +240 +9%
SAM
3756
Silphium Asset Management
United Kingdom
$456K +$92.7K +600 +27%
BBA
3757
Braun-Bostich & Associates
Pennsylvania
$456K -$5.42M -35,060 -93%
GWM
3758
Gitterman Wealth Management
New Jersey
$456K -$124K -800 -22%
TCM
3759
Towercrest Capital Management
Pennsylvania
$456K +$89.6K +580 +26%
C1AG
3760
Client 1st Advisory Group
Florida
$456K +$170K +1,100 +65%
LWMNY
3761
Landmark Wealth Management (New York)
New York
$456K +$433K +2,800 New
CWM
3762
CarsonAllaria Wealth Management
Illinois
$453K -$64.9K -420 -13%
ACM
3763
Antonetti Capital Management
Florida
$453K -$58.7K -380 -12%
SCM
3764
Stordahl Capital Management
Colorado
$453K +$83.4K +540 +24%
LL
3765
LPWM LLC
Minnesota
$451K -$40.2K -260 -8%
PWM
3766
Penobscot Wealth Management
Maine
$450K +$18.5K +120 +5%
SWP
3767
ShoreHaven Wealth Partners
New Jersey
$449K – – –
HI
3768
Human Investing
Oregon
$449K +$426K +2,760 New
TIM
3769
Tevis Investment Management
Texas
$447K +$27.8K +180 +7%
AIM
3770
Axiom Investment Management
New York
$444K -$3.67M -23,740 -90%
VST
3771
Van Strum & Towne
California
$443K -$68K -440 -14%
BWM
3772
Brickley Wealth Management
California
$443K -$15.5K -100 -4%
HIF
3773
Hill Island Financial
Michigan
$443K – – –
MAM
3774
Marotta Asset Management
Virginia
$440K -$61.8K -400 -13%
AWM
3775
Avondale Wealth Management
Texas
$440K -$528K -3,420 -56%
149 150
151
152 153