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Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
2076
Kowal Investment Group
Wisconsin
$257K +$267K +2,538 New
LFA
2077
Laraway Financial Advisors
Minnesota
$256K – – –
RIM
2078
Rockbridge Investment Management
New York
$255K +$105 +1 +0%
MSFS
2079
Main Street Financial Solutions
Pennsylvania
$255K -$5.57K -53 -2%
PB
2080
Pinnacle Bancorp
Nebraska
$254K +$22.6K +215 +9%
WPA
2081
West Paces Advisors
Georgia
$254K -$9.98K -95 -4%
BWM
2082
BigSur Wealth Management
Florida
$253K – – –
OPTFSNA
2083
Old Point Trust & Financial Services N A
Virginia
$253K – – –
IC
2084
Inverness Counsel
New York
$252K -$3.15K -30 -1%
OWP
2085
Obermeyer Wealth Partners
Colorado
$252K +$262K +2,494 New
NEPPG
2086
New England Professional Planning Group
Rhode Island
$251K -$3.89K -37 -1%
PAM
2087
Private Asset Management
California
$250K +$259K +2,470 New
ARMC
2088
American Research & Management Company
Massachusetts
$249K +$4.94K +47 +2%
GTCM
2089
Gyon Technologies Capital Management
New Jersey
$248K -$738K -7,021 -74%
SICM
2090
Sustainable Insight Capital Management
New York
$248K -$35.3K -336 -12%
TIA
2091
Traphagen Investment Advisors
New Jersey
$247K +$34.6K +329 +16%
HWA
2092
HHM Wealth Advisors
Tennessee
$244K – – –
CWM
2093
Calamos Wealth Management
Illinois
$244K +$253K +2,413 New
CIR
2094
Clear Investment Research
Georgia
$243K – – –
FDS
2095
Freedom Day Solutions
Texas
$242K -$11.9K -113 -5%
FWP
2096
FAS Wealth Partners
Kansas
$242K +$420 +4 +0.2%
FW
2097
FirstPurpose Wealth
Utah
$242K +$2.42K +23 +1%
PVH
2098
Psagot Value Holdings
Israel
$242K +$178K +1,690 +240%
GCC
2099
Game Creek Capital
Massachusetts
$240K -$118K -1,125 -32%
SWMG
2100
Signature Wealth Management Group
Georgia
$240K -$13.4K -128 -5%
82 83
84
85 86