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Name Holding Trade Value Shares
Change 		Change in
Stake
BDFN
4126
Bond & Devick Financial Network
Minnesota
$275K +$241K +2,107 New
CYG
4127
Clean Yield Group
Vermont
$275K +$11.5K +101 +5%
LG
4128
LAM Group
Oregon
$274K -$228K -2,000 -49%
PHK
4129
Point72 Hong Kong
Hong Kong
$274K +$240K +2,100 New
IAA
4130
Ironsides Asset Advisors
North Carolina
$271K -$4.57K -40 -2%
RPSA
4131
Richard P. Slaughter Associates
Texas
$271K -$18.4K -161 -7%
JFG
4132
JDM Financial Group
Texas
$270K – – –
IPW
4133
Intergy Private Wealth
Colorado
$269K +$9.02K +79 +4%
OA
4134
Operose Advisors
Wisconsin
$269K +$28K +245 +13%
LEFP
4135
Leading Edge Financial Planning
Tennessee
$269K +$1.49K +13 +0.6%
DWM
4136
Dopkins Wealth Management
New York
$267K – – –
CTC
4137
Corundum Trust Company
South Dakota
$267K +$234K +2,049 New
PWM
4138
Provident Wealth Management
Tennessee
$267K -$33.5K -293 -13%
FPTW
4139
Franklin, Parlapiano, Turner & Welch
Texas
$266K – – –
MWP
4140
Meredith Wealth Planning
Illinois
$264K -$46K -403 -17%
RIG
4141
Renaissance Investment Group
Massachusetts
$264K -$2.28K -20 -1%
CM
4142
Capital Management
Virginia
$263K -$9.14K -80 -4%
DWM
4143
Defined Wealth Management
Oregon
$263K +$4.22K +37 +2%
HSWM
4144
Hubbell Strickland Wealth Management
Louisiana
$263K +$228 +2 +0.1%
RFP
4145
Root Financial Partners
California
$261K +$229K +2,003 New
PGCM
4146
Prescott Group Capital Management
Oklahoma
$261K – – –
RA
4147
Regis Acquisition
Colorado
$261K – – –
PCM
4148
Pentwater Capital Management
Florida
$261K -$228K -2,000 -50%
SRIM
4149
Saratoga Research & Investment Management
California
$261K -$48K -420 -17%
BOCM
4150
Bontempo Ohly Capital Management
Maryland
$261K – – –
164 165
166
167 168