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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
3026
Titleist Asset Management
Texas
$334K +$56.5K +762 +21%
AMIM
3027
Aull & Monroe Investment Management
Alabama
$333K +$24.2K +326 +8%
EF
3028
Entrust Financial
Pennsylvania
$332K +$320K +4,315 New
ZAM
3029
Zevin Asset Management
Massachusetts
$332K – – –
SJL
3030
Shayne & Jacobs LLC
Tennessee
$331K – – –
KFC
3031
Klingenstein Fields & Co
New York
$330K +$2K +27 +0.6%
HAS
3032
Holland Advisory Services
Florida
$330K +$6.01K +81 +2%
LF
3033
Lighthouse Financial
Florida
$330K +$3.19K +43 +1%
WIM
3034
Wiregrass Investment Management
Georgia
$329K +$317K +4,276 New
AOWM
3035
Asset One Wealth Management
Washington
$329K +$303K +4,084 New
HC
3036
Hamilton Capital
Ohio
$329K +$317K +4,275 New
JC
3037
JM2 Capital
Oklahoma
$329K +$317K +4,269 New
CSA
3038
Cottage Street Advisors
Massachusetts
$329K -$25.1K -338 -7%
BIM
3039
Barton Investment Management
Pennsylvania
$329K – – –
CGFA
3040
Colton Groome Financial Advisors
North Carolina
$328K +$64.3K +866 +26%
SSCA
3041
South Shore Capital Advisors
Massachusetts
$328K +$316K +4,262 New
NFP
3042
Narus Financial Partners
Utah
$327K +$7.42K +100 +2%
DA
3043
Dover Advisors
Virginia
$327K – – –
B
3044
BetterWealth
California
$327K -$2.89K -39 -0.9%
GFG
3045
Greenberg Financial Group
Arizona
$327K +$315K +4,241 New
JJBC
3046
James J. Burns & Company
New York
$326K -$1.48K -20 -0.5%
WFA
3047
Websterrogers Financial Advisors
South Carolina
$326K +$2.52K +34 +0.8%
VFG
3048
Victory Financial Group
Texas
$325K +$313K +4,215 New
SSW
3049
Stone Summit Wealth
Florida
$324K – – –
MAG
3050
MRA Advisory Group
New Jersey
$324K +$312K +4,210 New
120 121
122
123 124