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Name Holding Trade Value Shares
Change 		Change in
Stake
VDBMI
2526
Van Den Berg Management I
Texas
$592K -$95.3K -640 -14%
SW
2527
Solidarity Wealth
Utah
$592K +$23.8K +160 +4%
LA
2528
Latitude Advisors
Florida
$590K -$15.5K -104 -3%
HFS
2529
Heritage Financial Services
Massachusetts
$588K +$104K +700 +21%
MWM
2530
MGB Wealth Management
Texas
$588K – – –
SCI
2531
Silver Coast Investments
United States
$587K -$24.6K -165 -4%
KFA
2532
Kapstone Financial Advisors
Ohio
$587K -$32.6K -219 -5%
FHWM
2533
Fox Hill Wealth Management
Massachusetts
$587K -$29.3K -197 -5%
OFS
2534
OneAscent Financial Services
Alabama
$585K +$591K +3,971 New
CIA
2535
Cladis Investment Advisory
Montana
$584K – – –
CA
2536
Cornerstone Advisory
Maryland
$583K -$11K -74 -2%
PWM
2537
Purus Wealth Management
California
$582K +$22.6K +152 +4%
RMSCM
2538
R.M. Sincerbeaux Capital Management
New York
$582K – – –
RPWA
2539
Regent Peak Wealth Advisors
Georgia
$582K -$76.1K -511 -11%
TAM
2540
Trillium Asset Management
Massachusetts
$581K – – –
BWA
2541
Blodgett Wealth Advisors
California
$581K +$67.1K +451 +13%
BAM
2542
Brave Asset Management
New Jersey
$580K -$3.72K -25 -0.6%
BWP
2543
Bernardo Wealth Planning
Pennsylvania
$580K -$17.1K -115 -3%
FA
2544
FDx Advisors
Illinois
$580K +$19.2K +129 +3%
STA
2545
Smith Thornton Advisors
Alabama
$580K +$12.7K +85 +2%
VH
2546
Visionary Horizons
Tennessee
$578K – – –
NPPM
2547
North Point Portfolio Managers
Ohio
$578K +$363K +2,440 +164%
GAAM
2548
Guinness Atkinson Asset Management
California
$576K -$30.2K -203 -5%
APIM
2549
Agate Pass Investment Management
Washington
$574K -$9.38K -63 -2%
RIG
2550
Renaissance Investment Group
Massachusetts
$571K +$14.6K +98 +3%
100 101
102
103 104