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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3076
Seed Wealth Management
Illinois
$316K -$40.8K -550 -12%
ODIJL
3077
One Day In July LLC
Vermont
$316K +$35K +472 +13%
MWM
3078
Maimon Wealth Management
Israel
$316K +$304K +4,100 New
I
3079
INVST
Indiana
$316K +$33.9K +457 +13%
LSC
3080
Lesa Sroufe & Co
Washington
$315K – – –
TI
3081
Truepoint Inc
Ohio
$315K +$45K +606 +17%
LW
3082
Libra Wealth
California
$315K – – –
PSB
3083
Passumpsic Savings Bank
Vermont
$315K +$303K +4,083 New
MFP
3084
Meramec Financial Planners
Missouri
$314K +$275K +3,703 New
CIM
3085
Capital Investment Management
Missouri
$314K +$302K +4,076 New
RF
3086
Rossby Financial
Florida
$314K -$246K -3,309 -45%
BDFN
3087
Bond & Devick Financial Network
Minnesota
$314K -$37.1K -500 -11%
BCB
3088
Brian C. Broderick
$314K – – –
SC
3089
Schubert & Co
Texas
$313K -$38.4K -518 -11%
ANBT
3090
American National Bank & Trust
Texas
$313K +$149K +2,007 +98%
BI
3091
Berkeley Inc
Idaho
$312K – – –
EFN
3092
Equita Financial Network
Pennsylvania
$312K +$301K +4,056 New
FSWA
3093
Financial Synergies Wealth Advisors
Texas
$312K +$2.67K +36 +0.9%
BFA
3094
Bright Financial Advisors
Michigan
$311K – – –
YWM
3095
Yoder Wealth Management
California
$311K +$6.46K +87 +2%
HFS
3096
Hopwood Financial Services
Virginia
$310K +$29.1K +392 +11%
GHA
3097
Good Harbor Advisors
Massachusetts
$310K +$298K +4,022 New
BDF
3098
Black Diamond Financial
Maryland
$309K +$298K +4,017 New
IJWM
3099
Inman Jager Wealth Management
Mississippi
$309K -$3.34K -45 -1%
LAMNM
3100
Longview Asset Management (New Mexico)
New Mexico
$309K +$80K +1,078 +37%
122 123
124
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