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Name Holding Trade Value Shares
Change 		Change in
Stake
YCG
2526
Yeomans Consulting Group
Georgia
$458K +$36.3K +532 +9%
BWS
2527
Broadway Wealth Solutions
Texas
$457K -$28K -411 -6%
LAM
2528
Lummis Asset Management
Texas
$456K – – –
SCM
2529
Stevens Capital Management
Pennsylvania
$456K -$1.01M -14,794 -69%
SFB
2530
STAR Financial Bank
Indiana
$456K -$71K -1,042 -14%
SA
2531
Strategic Advisors
New York
$455K +$273 +4 +0.1%
HR
2532
Hardy Reed
Mississippi
$455K +$45.5K +668 +11%
FNBTCON
2533
First National Bank & Trust Co of Newtown
Pennsylvania
$454K +$41.9K +615 +10%
BEAM
2534
Baker Ellis Asset Management
Washington
$453K +$7.22K +106 +2%
WAM
2535
Weinberger Asset Management
California
$451K +$1.77K +26 +0.4%
FA
2536
Financial Advisors
Massachusetts
$451K +$136 +2 +0%
MPIA
2537
Milestones Private Investment Advisors
New York
$451K – – –
APW
2538
Acima Private Wealth
Virginia
$451K – – –
CCA
2539
Cadent Capital Advisors
Oklahoma
$451K +$449K +6,588 New
MCM
2540
McRae Capital Management
New Jersey
$451K – – –
BEW
2541
Burton Enright Welch
California
$450K +$11.2K +165 +3%
CCM
2542
Chaney Capital Management
Washington
$450K +$27.8K +408 +7%
BTWM
2543
Baker Tilly Wealth Management
Wisconsin
$450K +$21.2K +311 +5%
AWMS
2544
Advocacy Wealth Management Services
Georgia
$449K +$448K +6,568 New
LF
2545
LifeSteps Financial
California
$448K +$6.82K +100 +2%
MWC
2546
MBM Wealth Consultants
Missouri
$446K +$15.7K +230 +4%
LFA
2547
Laraway Financial Advisors
Minnesota
$446K +$68 +1 +0%
AWM
2548
Adams Wealth Management
Utah
$445K -$74.2K -1,089 -14%
CI
2549
CacheTech Inc
Utah
$445K -$74.2K -1,089 -14%
NEPPG
2550
New England Professional Planning Group
Rhode Island
$445K -$20.4K -300 -4%
100 101
102
103 104