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Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
1801
Pekin Hardy Strauss
Illinois
$333K +$315K +7,974 New
FOFP
1802
Fee-Only Financial Planning
South Carolina
$333K – – –
MSA
1803
Marino Stram & Associates
Massachusetts
$332K +$72.5K +1,836 +30%
SCI
1804
Stableford Capital II
Arizona
$331K -$2.37K -60 -0.7%
HR
1805
Hardy Reed
Mississippi
$330K +$17K +430 +6%
SAI
1806
Savvy Advisors Inc
New York
$330K +$76.3K +1,934 +32%
TAM
1807
Titleist Asset Management
Texas
$330K -$22.9K -581 -7%
BFG
1808
Berger Financial Group
Minnesota
$329K -$5.13K -130 -2%
GWA
1809
Gratus Wealth Advisors
Virginia
$329K -$47.3K -1,198 -13%
WCM
1810
Wedge Capital Management
North Carolina
$329K +$15.4K +390 +5%
DTC
1811
Davidson Trust Company
Washington
$328K +$14.4K +364 +5%
CIA
1812
Cladis Investment Advisory
Montana
$328K – – –
MPM
1813
MBB Public Markets
Illinois
$327K -$10.9M -274,988 -97%
AC
1814
Apella Capital
Connecticut
$325K +$50.1K +1,268 +19%
OC
1815
Oakworth Capital
Alabama
$325K +$49.7K +1,259 +19%
LRIA
1816
Leonard Rickey Investment Advisors
Washington
$325K -$35.6K -903 -10%
TCWM
1817
Total Clarity Wealth Management
Illinois
$324K +$307K +7,764 New
DA
1818
Dover Advisors
Virginia
$323K – – –
AGC
1819
Aspen Grove Capital
Colorado
$323K -$78.2K -1,980 -20%
DIP
1820
DT Investment Partners
Pennsylvania
$323K +$27.8K +703 +10%
LGG
1821
Luts & Greenleigh Group
Maryland
$322K +$49.1K +1,245 +19%
T
1822
TOBAM
France
$321K – – –
SWA
1823
SFMG Wealth Advisors
Texas
$320K -$3.78M -95,844 -93%
GAM
1824
Grandview Asset Management
Pennsylvania
$320K – – –
S
1825
Sunpointe
Missouri
$319K -$12.7K -322 -4%
71 72
73
74 75