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Name Holding Trade Value Shares
Change 		Change in
Stake
R
3226
Rebalance
California
$235K – – –
ACA
3227
Atlas Capital Advisors
Wyoming
$235K +$239K +1,500 New
FNBOH
3228
First National Bank of Hutchinson
Kansas
$235K +$239K +1,500 New
HPM
3229
Hoxton Planning & Management
West Virginia
$234K +$2.55K +16 +1%
BTWM
3230
Brass Tax Wealth Management
Ohio
$234K +$239K +1,496 New
ICM
3231
Intrepid Capital Management
Florida
$233K +$238K +1,492 New
BBA
3232
Baader Bank Aktiengesellschaft
Germany
$233K +$270K +1,693 New
PWA
3233
PCG Wealth Advisors
Kansas
$233K -$23.1K -145 -9%
LIA
3234
LifePlan Investment Advisors
North Carolina
$233K +$6.06K +38 +3%
NPPM
3235
North Point Portfolio Managers
Ohio
$233K +$237K +1,487 New
FWM
3236
ForthRight Wealth Management
Georgia
$232K +$797 +5 +0.3%
KA
3237
Kercheville Advisors
Texas
$232K – – –
ECG
3238
EPIQ Capital Group
California
$231K +$2.39K +15 +1%
IFA
3239
Interactive Financial Advisors
Illinois
$231K – – –
PP
3240
PFS Partners
New Jersey
$231K -$2.39K -15 -1%
MF
3241
Montis Financial
Massachusetts
$228K -$19.3K -121 -8%
BIM
3242
Bullseye Investment Management
Ohio
$228K -$1.91K -12 -0.8%
WFA
3243
Wade Financial Advisory
California
$227K – – –
HIF
3244
Hill Island Financial
Michigan
$227K – – –
OWMIAS
3245
One Wealth Management Investment & Advisory Services
Florida
$225K +$15.1K +95 +7%
P
3246
Paradiem
Louisiana
$225K -$19.6K -123 -8%
HPIA
3247
Hamilton Point Investment Advisors
North Carolina
$225K – – –
TFA
3248
Trinity Financial Advisors
Ohio
$225K +$159 +1 +0.1%
FIM
3249
Fernwood Investment Management
Massachusetts
$225K +$3.83K +24 +2%
DIS
3250
Diversified Investment Strategies
Louisiana
$225K – – –
128 129
130
131 132