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Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
2951
Cape Ann Savings Bank
Massachusetts
$279K – – –
BCB
2952
Brian C. Broderick
$278K -$13.6K -200 -5%
AFA
2953
AA Financial Advisors
Ohio
$278K -$2.25K -33 -0.8%
IJWM
2954
Inman Jager Wealth Management
Mississippi
$278K +$23.2K +341 +9%
BI
2955
Berkeley Inc
Idaho
$278K -$78.9K -1,158 -22%
NCTC
2956
New Covenant Trust Company
Indiana
$277K +$11.9K +175 +5%
SAW
2957
Signal Advisors Wealth
Michigan
$277K -$300K -4,405 -52%
BFA
2958
Bright Financial Advisors
Michigan
$277K +$276K +4,042 New
FPW
2959
Fairvoy Private Wealth
Alabama
$276K -$17.3K -254 -6%
DFP
2960
Defined Financial Planning
California
$276K +$6.48K +95 +2%
CFG
2961
Carter Financial Group
Illinois
$276K +$275K +4,028 New
FSWA
2962
Financial Synergies Wealth Advisors
Texas
$274K +$4.23K +62 +2%
GWA
2963
Gratus Wealth Advisors
Virginia
$274K – – –
6F
2964
626 Financial
Michigan
$274K +$136 +2 +0%
GGI
2965
Godsey & Gibb Inc
Virginia
$274K -$130K -1,900 -32%
AMIM
2966
Aull & Monroe Investment Management
Alabama
$274K +$1.7K +25 +0.6%
AAA
2967
AG Asset Advisory
California
$274K – – –
ERWM
2968
Elk River Wealth Management
Colorado
$273K – – –
MFG
2969
Mosaic Financial Group
Illinois
$273K – – –
MWM
2970
MinichMacGregor Wealth Management
New York
$273K +$2.79K +41 +1%
SP
2971
SIH Partners
Delaware
$273K +$272K +3,983 New
BCA
2972
Bay Capital Advisors
Virginia
$272K – – –
CCM
2973
Crabel Capital Management
California
$272K +$271K +3,972 New
HP
2974
HT Partners
Connecticut
$271K – – –
SSW
2975
Smith Shellnut Wilson
Mississippi
$271K +$2.59K +38 +1%
117 118
119
120 121