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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
2376
TFC Financial Management
Massachusetts
$339K +$212K +1,970 +137%
FA
2377
Fountainhead AM
New Jersey
$338K +$32K +297 +10%
FFB
2378
First Financial Bankshares
Texas
$337K -$156K -1,450 -30%
TVAMP
2379
Tennessee Valley Asset Management Partners
Tennessee
$336K +$2.15K +20 +0.6%
BP
2380
Broadleaf Partners
Ohio
$336K – – –
DM
2381
Deerfield Management
New York
$336K +$364K +3,386 New
SFS
2382
Security Financial Services
Indiana
$336K -$20.2K -188 -5%
PCA
2383
Prosperity Capital Advisors
Ohio
$335K -$294K -2,734 -45%
CCA
2384
Cora Capital Advisors
New Jersey
$335K +$754 +7 +0.2%
CIA
2385
Compass Ion Advisors
Pennsylvania
$334K – – –
FFO
2386
Fortitude Family Office
Arizona
$334K +$3.77K +35 +1%
ALC
2387
Alexander Labrunerie & Co
Missouri
$334K +$48.3K +449 +15%
USB
2388
Union Savings Bank
Connecticut
$334K -$68.9K -640 -16%
BSSFA
2389
Baron Silver Stevens Financial Advisors
Florida
$332K -$14.4K -134 -4%
EE
2390
EWG Elevate
California
$332K +$14.2K +132 +4%
WCM
2391
Wedge Capital Management
North Carolina
$332K -$25.8K -240 -7%
FM
2392
Foster & Motley
Ohio
$332K +$42.6K +396 +13%
SIAG
2393
Signet Investment Advisory Group
Rhode Island
$332K -$538 -5 -0.1%
TWM
2394
Trueblood Wealth Management
Ohio
$332K -$215 -2 -0.1%
OFS
2395
Orrstown Financial Services
Pennsylvania
$332K – – –
SWRP
2396
Summit Wealth & Retirement Planning
California
$331K – – –
WFAG
2397
Worth Financial Advisory Group
North Carolina
$330K -$71.3K -662 -17%
AWS
2398
Arkfeld Wealth Strategies
Nebraska
$330K -$3.23K -30 -0.9%
NWA
2399
New World Advisors
Massachusetts
$330K -$10.8K -100 -3%
KCM
2400
Kathmere Capital Management
Pennsylvania
$330K -$103K -960 -22%
94 95
96
97 98