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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
3026
Talisman Wealth Advisors
New Jersey
$337K -$133K -1,701 -28%
LSA
3027
Lansing Street Advisors
Pennsylvania
$336K -$18.3K -234 -5%
BC
3028
Brio Consultants
California
$336K -$13.7K -175 -5%
AMIM
3029
Aull & Monroe Investment Management
Alabama
$336K – – –
PBC
3030
Pavion Blue Capital
California
$336K -$13.4K -171 -4%
RBWA
3031
RFG - Bristol Wealth Advisors
Massachusetts
$335K -$9.94K -127 -3%
OA
3032
Oxbow Advisors
Texas
$335K -$274K -3,503 -45%
WWA
3033
Wealth Watch Advisors
Colorado
$335K +$199K +2,541 +143%
ZAM
3034
Zevin Asset Management
Massachusetts
$334K – – –
BBA
3035
Braun-Bostich & Associates
Pennsylvania
$334K -$49.6K -633 -13%
HAS
3036
Holland Advisory Services
Florida
$334K +$1.1K +14 +0.3%
BWFA
3037
Baltimore-Washington Financial Advisors
Maryland
$333K +$56.7K +724 +20%
BHIA
3038
Birch Hill Investment Advisors
Massachusetts
$333K -$37.4K -478 -10%
JC
3039
JM2 Capital
Oklahoma
$333K +$1.64K +21 +0.5%
FIC
3040
FCG Investment Company
Tennessee
$333K +$336K +4,289 New
TI
3041
Truepoint Inc
Ohio
$332K +$15.3K +196 +5%
WIM
3042
Wiregrass Investment Management
Georgia
$332K +$78 +1 +0%
I
3043
INVST
Indiana
$332K +$13.8K +176 +4%
EF
3044
Entrust Financial
Pennsylvania
$332K -$3.29K -42 -1%
PPC
3045
Pennington Partners & Co
Maryland
$331K +$122K +1,561 +58%
CGFA
3046
Colton Groome Financial Advisors
North Carolina
$331K – – –
SSCA
3047
South Shore Capital Advisors
Massachusetts
$331K – – –
LD
3048
Lipe & Dalton
New York
$330K -$17.6K -225 -5%
BDF
3049
Black Diamond Financial
Maryland
$330K +$18.4K +235 +6%
B
3050
BetterWealth
California
$330K +$548 +7 +0.2%
120 121
122
123 124