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Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
5726
Flagstone Financial Management
Nebraska
$339K +$45.8K +200 +16%
AIM
5727
Archer Investment Management
Texas
$339K -$8.01K -35 -2%
HWM
5728
Horizons Wealth Management
North Carolina
$337K – – –
EPP
5729
ETF Portfolio Partners
Kansas
$337K – – –
LAM
5730
L2 Asset Management
Massachusetts
$337K +$334K +1,459 New
P
5731
Palladiem
Pennsylvania
$336K +$331K +1,445 New
NIA
5732
NBZ Investment Advisors
Tennessee
$336K – – –
MAM
5733
Mullooly Asset Management
New Jersey
$335K – – –
BFS
5734
Bare Financial Services
Pennsylvania
$333K +$23.1K +101 +8%
KF
5735
Kelsey Financial
California
$333K +$330K +1,444 New
HA
5736
HC Advisors
Georgia
$333K -$5.26K -23 -2%
TBNY
5737
Trustco Bank (New York)
New York
$332K – – –
AFP
5738
ATX Financial Planning
Texas
$332K +$329K +1,438 New
GFA
5739
Gladwyn Financial Advisors
Virginia
$332K – – –
GSF
5740
Grove Street Fiduciary
New Hampshire
$330K -$14K -61 -4%
WCM
5741
WealthTrak Capital Management
Virginia
$330K +$56.5K +247 +21%
ACM
5742
Armbruster Capital Management
New York
$329K – – –
CMA
5743
Cedar Mountain Advisors
Oregon
$329K -$5.49K -24 -2%
KGP
5744
Keystone Global Partners
Colorado
$329K – – –
GCM
5745
Graver Capital Management
Ohio
$328K – – –
JPT
5746
Jordan Park Trust
New Hampshire
$327K -$47.6K -208 -13%
MLA
5747
MB, Levis & Associates
Pennsylvania
$325K -$4.8K -21 -1%
FF
5748
Fortitude Financial
Washington
$325K – – –
BT
5749
Brandywine Trust
Delaware
$323K – – –
BWA
5750
Brave Warrior Advisors
New York
$323K – – –
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