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Name Holding Trade Value Shares
Change 		Change in
Stake
RK
2351
Rather & Kittrell
Tennessee
$398K – – –
SQA
2352
Simon Quick Advisors
New Jersey
$397K +$70.1K +1,540 +23%
AWM
2353
Aevitas Wealth Management
Massachusetts
$395K +$819 +18 +0.2%
AAM
2354
Augustine Asset Management
Florida
$395K -$4.1K -90 -1%
CC
2355
Callan Capital
California
$395K +$94.4K +2,075 +33%
CBFP
2356
Cedar Brook Financial Partners
Ohio
$395K +$2.64K +58 +0.7%
FMTC
2357
Farmers & Merchants Trust Company
California
$395K +$3.32K +73 +0.9%
BWP
2358
Balboa Wealth Partners
Arizona
$394K -$50.1K -1,100 -12%
PA
2359
PSI Advisors
Florida
$394K -$186K -4,096 -33%
LAM
2360
Lingohr Asset Management
Germany
$393K – – –
HFS
2361
Howard Financial Services
Texas
$392K -$2.09K -46 -0.6%
B
2362
Barings
North Carolina
$392K -$3.14K -69 -0.8%
AWA
2363
Amplius Wealth Advisors
Pennsylvania
$391K +$3.55K +78 +1%
WGAM
2364
Wilkinson Global Asset Management
New York
$389K – – –
NJBEST
2365
New Jersey Better Educational Savings Trust
New Jersey
$389K – – –
SVCP
2366
Silicon Valley Capital Partners
California
$388K -$15.1K -331 -4%
FWSM
2367
First Wilshire Securities Management
California
$388K – – –
IAA
2368
Independent Advisor Alliance
North Carolina
$387K -$590K -12,962 -11%
SW
2369
SlateStone Wealth
Florida
$387K +$82.2K +1,807 +29%
AFG
2370
AFS Financial Group
Maryland
$386K +$369K +8,106 New
BP
2371
Broadleaf Partners
Ohio
$386K – – –
SAS
2372
Sanford Advisory Services
Michigan
$386K – – –
FPCM
2373
Financial Partners Capital Management
New York
$384K – – –
LFA
2374
Laraway Financial Advisors
Minnesota
$384K +$6.83K +150 +2%
RWB
2375
RMR Wealth Builders
New Jersey
$382K -$15.3K -337 -4%
93 94
95
96 97