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Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
2076
Tandem Investment Advisors
South Carolina
$216K +$11.6K +119 +5%
MHWM
2077
Montz Harcus Wealth Management
Louisiana
$215K +$878 +9 +0.4%
LCM
2078
LVM Capital Management
Michigan
$214K – – –
PFS
2079
Physicians Financial Services
North Carolina
$214K – – –
GA
2080
GFS Advisors
Texas
$213K -$766K -7,850 -77%
MCM
2081
Monarch Capital Management
Indiana
$213K – – –
PWM
2082
PRW Wealth Management
Massachusetts
$213K – – –
JSW
2083
Journey Strategic Wealth
New Jersey
$211K -$169K -1,734 -43%
KCPG
2084
Kavar Capital Partners Group
Kansas
$211K +$222K +2,278 New
KA
2085
KLCM Advisors
Wisconsin
$210K +$221K +2,261 New
PJSIMP
2086
P.J. Schmidt Investment Management (PJS)
Wisconsin
$209K +$202K +2,070 New
ZIMP
2087
Zimmermann Investment Management & Planning
Pennsylvania
$208K +$16.1K +165 +8%
BBW
2088
Blue Barn Wealth
Utah
$207K +$98 +1 +0%
QFA
2089
Quantum Financial Advisors
California
$207K +$194K +1,987 New
EWM
2090
Evermay Wealth Management
Virginia
$206K – – –
LCM
2091
Liberty Capital Management
Michigan
$206K – – –
SWM
2092
Selective Wealth Management
Virginia
$206K +$8.98K +92 +4%
CDH
2093
Charles D. Hyman
$206K +$217K +2,219 New
BFG
2094
Berger Financial Group
Minnesota
$204K -$12.7K -130 -6%
UCB
2095
United Community Bank
South Carolina
$203K -$5.95K -61 -3%
ETIA
2096
Epic Trust Investment Advisors
Washington
$202K -$69.1K -708 -25%
HFS
2097
Heritage Financial Services
Massachusetts
$202K -$46.4K -475 -18%
SFG
2098
StrategIQ Financial Group
Indiana
$202K -$2.44K -25 -1%
IFS
2099
Ifrah Financial Services
Arkansas
$202K -$1.27K -13 -0.6%
GLLW
2100
Graves Light Lenhart Wealth
Virginia
$202K – – –
82 83
84
85 86