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Name Holding Trade Value Shares
Change 		Change in
Stake
TNA
2976
True North Advisors
Texas
$267K -$62.6K -1,019 -21%
HC
2977
Hamilton Capital
Ohio
$267K +$7.74K +126 +3%
VI
2978
VanderPol Investments
Michigan
$266K -$10.3K -168 -4%
HTHT
2979
Hemenway Trust Hemenway Trust
New Hampshire
$266K -$5.35K -87 -2%
NCTC
2980
New Covenant Trust Company
Indiana
$266K – – –
ODIJL
2981
One Day In July LLC
Vermont
$265K +$33.7K +548 +17%
GSWA
2982
Good Steward Wealth Advisors
Tennessee
$264K -$54.4K -885 -19%
CFA
2983
Capstone Financial Advisors
Illinois
$264K -$4.55K -74 -2%
FWMP
2984
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$264K -$13.8K -225 -6%
YWM
2985
Yoder Wealth Management
California
$264K +$15K +244 +7%
NPFS
2986
Novak & Powell Financial Services
Florida
$264K -$25.6K -416 -10%
GI
2987
Gradient Investments
Minnesota
$264K +$5.9K +96 +3%
MIM
2988
Moseley Investment Management
Florida
$263K -$11.9K -193 -5%
HA
2989
Hofer & Associates
California
$263K -$119K -1,940 -34%
PPG
2990
Peak Planning Group
Colorado
$263K -$1.97K -32 -0.8%
CWM
2991
Chemistry Wealth Management
New York
$261K +$4.61K +75 +2%
MWA
2992
Motive Wealth Advisors
Michigan
$261K +$231K +3,764 New
GAA
2993
Global Assets Advisory
Florida
$261K -$20.5K -334 -8%
PWM
2994
Palumbo Wealth Management
New York
$260K -$10.9K -178 -5%
SHJ
2995
Sharkey, Howes & Javer
Colorado
$260K +$20.8K +339 +10%
BGAI
2996
Bruce G. Allen Investments
Colorado
$259K -$2.89K -47 -1%
AMCA
2997
Arthur M. Cohen & Associates
Illinois
$258K – – –
IJWM
2998
Inman Jager Wealth Management
Mississippi
$258K -$3.56K -58 -2%
TWM
2999
Tripletail Wealth Management
Florida
$258K +$222K +3,618 New
MEAC
3000
M.E. Allison & Co
Texas
$257K +$228K +3,710 New
118 119
120
121 122