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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1851
AmeriServ Wealth Advisors
Pennsylvania
$213K +$209K +2,551 New
NAS
1852
Nicolet Advisory Services
Wisconsin
$213K +$209K +2,555 New
MIM
1853
Meridiem Investment Management
United Kingdom
$212K – – –
KFP
1854
KB Financial Partners
New Jersey
$211K -$26.3K -321 -11%
WIC
1855
Woodmont Investment Counsel
Tennessee
$211K +$207K +2,526 New
TFF
1856
The Family Firm
Maryland
$210K +$207K +2,522 New
IA
1857
IFG Advisors
Missouri
$209K +$205K +2,503 New
LCM
1858
LVM Capital Management
Michigan
$208K +$204K +2,495 New
AO
1859
Advisor OS
Illinois
$207K -$24.8K -303 -11%
MFG
1860
Magnus Financial Group
New York
$207K +$203K +2,475 New
ST
1861
Somerset Trust
Pennsylvania
$207K +$203K +2,477 New
MHIC
1862
Marble Harbor Investment Counsel
Massachusetts
$207K +$204K +2,485 New
PP
1863
PDS Planning
Ohio
$206K -$66.3K -809 -25%
BWA
1864
Beam Wealth Advisors
Louisiana
$205K +$201K +2,453 New
RIG
1865
Renaissance Investment Group
Massachusetts
$205K +$202K +2,465 New
NIA
1866
Northstar Investment Advisors
Colorado
$205K +$204K +2,486 New
BWM
1867
Bulltick Wealth Management
Florida
$205K +$201K +2,451 New
RWM
1868
RKL Wealth Management
Pennsylvania
$204K -$19.3K -236 -9%
RIM
1869
Rockbridge Investment Management
New York
$204K -$5.57K -68 -3%
ACP
1870
Aveo Capital Partners
Colorado
$204K +$200K +2,439 New
P
1871
&Partners
Tennessee
$202K +$199K +2,424 New
AWA
1872
Aaron Wealth Advisors
Illinois
$201K -$131K -1,599 -40%
HWA
1873
HHM Wealth Advisors
Tennessee
$201K -$32.8K -400 -14%
CCM
1874
Chilton Capital Management
Texas
$200K -$23.3K -285 -11%
CIR
1875
Clear Investment Research
Georgia
$200K +$197K +2,400 New
73 74
75
76 77