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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2926
Salomon & Ludwin
Virginia
$283K +$11.1K +180 +5%
CASB
2927
Cape Ann Savings Bank
Massachusetts
$283K +$21.8K +355 +10%
AFA
2928
Allium Financial Advisors
Oregon
$282K -$4.92K -80 -2%
LC
2929
Lincoln Capital
Nebraska
$282K -$55.3K -900 -18%
WP
2930
WealthPLAN Partners
Nebraska
$280K -$1.78K -29 -0.7%
FA
2931
Fermata Advisors
California
$279K -$76.1K -1,239 -24%
TA
2932
TFB Advisors
Kansas
$279K -$20.9K -340 -8%
TFM
2933
TFC Financial Management
Massachusetts
$279K +$2.21K +36 +0.9%
GWA
2934
Gratus Wealth Advisors
Virginia
$278K -$1.41K -23 -0.6%
RL
2935
Retireful LLC
Michigan
$278K +$246K +4,011 New
6F
2936
626 Financial
Michigan
$278K +$123 +2 +0%
BFS
2937
BridgePort Financial Solutions
Iowa
$278K +$3.32K +54 +1%
AAA
2938
AG Asset Advisory
California
$278K – – –
AIMCA
2939
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$278K +$246K +4,000 New
WTG
2940
West Tower Group
Virginia
$278K +$246K +4,000 New
ERWM
2941
Elk River Wealth Management
Colorado
$277K – – –
WSWA
2942
Warren Street Wealth Advisors
California
$277K +$26.1K +424 +12%
MFG
2943
Mosaic Financial Group
Illinois
$277K -$43K -700 -15%
PP
2944
PrairieView Partners
Minnesota
$277K -$9.22K -150 -4%
MG
2945
Marex Group
$277K +$4.49K +73 +2%
BCA
2946
Bay Capital Advisors
Virginia
$276K +$307 +5 +0.1%
AMIM
2947
Aull & Monroe Investment Management
Alabama
$276K +$44.6K +725 +22%
HP
2948
HT Partners
Connecticut
$275K – – –
TAM
2949
Titleist Asset Management
Texas
$275K +$8.48K +138 +4%
RA
2950
Riverstone Advisors
Texas
$274K +$492 +8 +0.2%
116 117
118
119 120