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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
3951
Human Investing
Oregon
$396K +$36.3K +318 +12%
FLA
3952
Financial Life Advisors
Texas
$395K +$64.6K +566 +23%
SNBOSCI
3953
Security National Bank of Sioux City Iowa
Iowa
$394K +$345K +3,025 New
MSA
3954
McAlister Sweet & Associates
Texas
$394K -$700K -6,128 -67%
HPM
3955
Hudson Portfolio Management
New York
$394K – – –
GWI
3956
Grace & White Inc
New York
$394K +$345K +3,020 New
HWMG
3957
Hurlow Wealth Management Group
Indiana
$393K +$457 +4 +0.1%
ES
3958
ETF Store
Kansas
$393K -$685 -6 -0.2%
JBA
3959
Johnson Bixby & Associates
Washington
$390K -$16.7K -146 -5%
BIA
3960
Barry Investment Advisors
Massachusetts
$390K +$343 +3 +0.1%
AWM
3961
AAF Wealth Management
Massachusetts
$389K -$14.6K -128 -4%
PA
3962
Parkside Advisors
California
$388K – – –
FCMC
3963
Founders Capital Management (Connecticut)
Connecticut
$388K -$22.8K -200 -6%
WIP
3964
WealthCare Investment Partners
Rhode Island
$387K – – –
DTC
3965
Davidson Trust Company
Washington
$386K – – –
IFS
3966
Intelligent Financial Strategies
Minnesota
$386K – – –
LTL
3967
Lowery Thomas LLC
California
$386K – – –
C1AG
3968
Client 1st Advisory Group
Florida
$386K +$22.8K +200 +7%
AWMG
3969
Alliance Wealth Management Group
New Jersey
$383K +$13K +114 +4%
BBNB
3970
Baker Boyer National Bank
Washington
$383K – – –
HIS
3971
Harvest Investment Services
Illinois
$383K -$7.99K -70 -2%
KCM
3972
Kaye Capital Management
California
$381K +$114 +1 +0%
CC
3973
Capital Counsel
New York
$381K +$34.3K +300 +11%
CFGSD
3974
Compass Financial Group (South Dakota)
South Dakota
$380K -$21.8K -191 -6%
PP
3975
Peconic Partners
New York
$380K +$333K +2,915 New
157 158
159
160 161