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Name Holding Trade Value Shares
Change 		Change in
Stake
TLFA
1876
True Link Financial Advisors
California
$232K – – –
AWAU
1877
Alliance Wealth Advisors (Utah)
Utah
$231K +$39.7K +558 +20%
SL
1878
Salomon & Ludwin
Virginia
$231K +$238K +3,338 New
SWM
1879
Seed Wealth Management
Illinois
$231K -$3.91K -55 -2%
FZCM
1880
Flynn Zito Capital Management
New York
$229K +$7.47K +105 +3%
FMTC
1881
Farmers & Merchants Trust Company
California
$228K +$19.8K +278 +9%
EWM
1882
Evermay Wealth Management
Virginia
$228K +$72K +1,012 +44%
GLA
1883
Good Life Advisors
Pennsylvania
$227K -$121K -1,706 -34%
OHIS
1884
Oak Harvest Investment Services
Texas
$227K +$3.06K +43 +1%
CGA
1885
Crescent Grove Advisors
Illinois
$226K +$233K +3,276 New
GA
1886
GFS Advisors
Texas
$226K +$232K +3,265 New
CCFM
1887
Clear Creek Financial Management
Washington
$226K +$2.06K +29 +0.9%
PCMC
1888
Paragon Capital Management (Colorado)
Colorado
$224K +$231K +3,240 New
KA
1889
Klingman & Associates
New York
$224K +$20.1K +282 +10%
FL
1890
Fort LP
Maryland
$223K +$4.34K +61 +2%
BBWP
1891
Beacon Bridge Wealth Partners
Pennsylvania
$223K -$10.5K -148 -4%
KMWM
1892
Keudell/Morrison Wealth Management
Oregon
$223K – – –
MSFS
1893
Main Street Financial Solutions
Pennsylvania
$223K +$30K +421 +15%
ONST
1894
Old North State Trust
North Carolina
$223K -$44.1K -620 -16%
CSWG
1895
Cardinal Strategic Wealth Guidance
Kentucky
$223K -$28.5K -400 -11%
LC
1896
LCNB Corp
Ohio
$222K -$32.2K -452 -12%
CPSAC
1897
Chas P. Smith & Associates (CPS)
Florida
$222K -$29.7K -417 -12%
ICP
1898
Interchange Capital Partners
Pennsylvania
$222K -$462K -6,495 -67%
CMS
1899
Capital Market Strategies
Florida
$221K +$228K +3,200 New
ANBT
1900
American National Bank & Trust
Texas
$221K -$712 -10 -0.3%
74 75
76
77 78