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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2901
Must Asset Management
South Korea
$237K – – –
JI
2902
Jeereddi Investments
California
$236K -$101K -560 -29%
ACM
2903
Armbruster Capital Management
New York
$236K – – –
RBCM
2904
Raub Brock Capital Management
California
$235K – – –
HI
2905
Hendershot Investments
Virginia
$234K – – –
HFBOT
2906
Home Federal Bank of Tennessee
Tennessee
$233K -$4.5K -25 -2%
CB
2907
Cadence Bank
Mississippi
$233K – – –
ST
2908
Somerset Trust
Pennsylvania
$233K +$8.27K +46 +4%
DP
2909
Denver PWM
Colorado
$233K +$237K +1,318 New
CWM
2910
Concentrum Wealth Management
California
$232K – – –
WA
2911
Wealth Advisors
California
$232K +$19.6K +109 +9%
FFA
2912
Fi3 Financial Advisors
Indiana
$231K -$29.9K -166 -11%
JWM
2913
Jackson Wealth Management
Florida
$230K +$18K +100 +8%
WFA
2914
Wade Financial Advisory
California
$229K +$4.68K +26 +2%
CAM
2915
Campion Asset Management
Virginia
$229K +$11.5K +64 +5%
JWM
2916
Janiczek Wealth Management
Colorado
$228K -$13.8K -77 -6%
PAM
2917
PVG Asset Management
Colorado
$228K -$2.88K -16 -1%
CF
2918
Clarity Financial
Texas
$227K -$53.1K -295 -19%
NIM
2919
Nicollet Investment Management
Minnesota
$227K – – –
CIA
2920
Compass Ion Advisors
Pennsylvania
$227K +$12.6K +70 +6%
MWP
2921
Meridian Wealth Partners
Pennsylvania
$225K +$1.08K +6 +0.5%
LAM
2922
L2 Asset Management
Massachusetts
$225K +$230K +1,278 New
CCM
2923
Colorado Capital Management
Colorado
$224K -$180 -1 -0.1%
KBFS
2924
Kohmann Bosshard Financial Services
Ohio
$224K – – –
CCM
2925
Cohen Capital Management
California
$223K – – –
115 116
117
118 119