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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2901
Armbruster Capital Management
New York
$236K – – –
RBCM
2902
Raub Brock Capital Management
California
$235K – – –
HI
2903
Hendershot Investments
Virginia
$234K – – –
HFBOT
2904
Home Federal Bank of Tennessee
Tennessee
$233K -$4.5K -25 -2%
CB
2905
Cadence Bank
Mississippi
$233K – – –
ST
2906
Somerset Trust
Pennsylvania
$233K +$8.27K +46 +4%
DP
2907
Denver PWM
Colorado
$233K +$237K +1,318 New
CWM
2908
Concentrum Wealth Management
California
$232K – – –
WA
2909
Wealth Advisors
California
$232K +$19.6K +109 +9%
FFA
2910
Fi3 Financial Advisors
Indiana
$231K -$29.9K -166 -11%
JWM
2911
Jackson Wealth Management
Florida
$230K +$18K +100 +8%
WFA
2912
Wade Financial Advisory
California
$229K +$4.68K +26 +2%
CAM
2913
Campion Asset Management
Virginia
$229K +$11.5K +64 +5%
JWM
2914
Janiczek Wealth Management
Colorado
$228K -$13.8K -77 -6%
PAM
2915
PVG Asset Management
Colorado
$228K -$2.88K -16 -1%
CF
2916
Clarity Financial
Texas
$227K -$53.1K -295 -19%
NIM
2917
Nicollet Investment Management
Minnesota
$227K – – –
CIA
2918
Compass Ion Advisors
Pennsylvania
$227K +$12.6K +70 +6%
MWP
2919
Meridian Wealth Partners
Pennsylvania
$225K +$1.08K +6 +0.5%
LAM
2920
L2 Asset Management
Massachusetts
$225K +$230K +1,278 New
CCM
2921
Colorado Capital Management
Colorado
$224K -$180 -1 -0.1%
KBFS
2922
Kohmann Bosshard Financial Services
Ohio
$224K – – –
CCM
2923
Cohen Capital Management
California
$223K – – –
BAM
2924
Banta Asset Management
California
$221K – – –
AWM
2925
Aprio Wealth Management
Georgia
$221K +$226K +1,255 New
115 116
117
118 119