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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
2276
Augustine Asset Management
Florida
$335K -$288K -6,481 -44%
PWMG
2277
Pinnacle Wealth Management Group
Michigan
$334K -$22.2K -500 -6%
RWB
2278
RMR Wealth Builders
New Jersey
$334K -$20.8K -469 -5%
RK
2279
Rather & Kittrell
Tennessee
$334K – – –
B
2280
Barings
North Carolina
$332K -$1.13M -25,536 -75%
AWM
2281
Aevitas Wealth Management
Massachusetts
$331K +$754 +17 +0.2%
HFS
2282
Howard Financial Services
Texas
$331K +$22.6K +509 +7%
SPWM
2283
Schrum Private Wealth Management
Florida
$330K -$67.6K -1,524 -16%
TA
2284
TrueWealth Advisors
Alabama
$330K +$13K +292 +4%
CBFP
2285
Cedar Brook Financial Partners
Ohio
$329K +$38.5K +867 +12%
AC
2286
Apella Capital
Connecticut
$328K +$4.84K +109 +1%
FMTC
2287
Farmers & Merchants Trust Company
California
$328K +$15K +337 +4%
WCA
2288
Waypoint Capital Advisors
Minnesota
$327K -$13.4K -302 -4%
WGAM
2289
Wilkinson Global Asset Management
New York
$327K – – –
GFS
2290
GYL Financial Synergies
Connecticut
$326K -$14.8K -334 -4%
FWSM
2291
First Wilshire Securities Management
California
$326K – – –
NJBEST
2292
New Jersey Better Educational Savings Trust
New Jersey
$326K – – –
WPC
2293
Waters Parkerson & Co
Louisiana
$326K – – –
LI
2294
LVZ Inc
Michigan
$326K +$13.3K +300 +4%
CSWM
2295
Cassady Schiller Wealth Management
Ohio
$326K +$66.5K +1,498 +23%
CAM
2296
Cypress Asset Management
Texas
$325K -$4.88K -110 -1%
AWA
2297
Amplius Wealth Advisors
Pennsylvania
$325K +$16.9K +380 +5%
BP
2298
Broadleaf Partners
Ohio
$324K -$2.22K -50 -0.6%
SAS
2299
Sanford Advisory Services
Michigan
$324K – – –
AIM
2300
Avity Investment Management
Connecticut
$324K +$53.2K +1,200 +17%
90 91
92
93 94