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Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
1651
Harbor Investment Advisory
Maryland
$364K – – –
MAM
1652
MMA Asset Management
Pennsylvania
$364K +$389K +2,180 New
FWP
1653
FAS Wealth Partners
Kansas
$364K +$5.89K +33 +2%
RPC
1654
Rossmore Private Capital
Connecticut
$363K – – –
IIC
1655
Integrated Investment Consultants
Michigan
$363K -$1.43K -8 -0.4%
WA
1656
Wealth Architects
California
$362K -$13.4K -75 -3%
CHAM
1657
Clear Harbor Asset Management
Connecticut
$362K +$14.6K +82 +4%
KTC
1658
Kentucky Trust Company
Kentucky
$361K +$387K +2,167 New
AIS
1659
American Investment Services
Massachusetts
$361K +$86.4K +484 +29%
CSB
1660
City State Bank
Iowa
$361K +$116K +652 +43%
FAG
1661
Fortitude Advisory Group
Washington
$360K -$1.96K -11 -0.5%
HFM
1662
Hartford Financial Management
Connecticut
$360K – – –
HB
1663
HTLF Bank
Colorado
$357K -$178 -1 -0%
LHC
1664
Little House Capital
Massachusetts
$357K -$18.4K -103 -5%
YLHM
1665
Yelin Lapidot Holdings Management
Israel
$356K – – –
WFS
1666
Widmann Financial Services
Maryland
$356K – – –
CWP
1667
Capital Wealth Planning
Florida
$356K – – –
MFA
1668
Mayflower Financial Advisors
Massachusetts
$356K +$3.03K +17 +0.8%
AIM
1669
Aspen Investment Management
Michigan
$355K -$8.92K -50 -2%
CCA
1670
Clearwater Capital Advisors
Illinois
$355K -$1.43K -8 -0.4%
IWP
1671
Invenio Wealth Partners
Florida
$355K +$13.2K +74 +4%
BCMO
1672
Buckingham Capital Management (Ohio)
Ohio
$354K – – –
PAG
1673
Poinciana Advisors Group
Florida
$353K +$378K +2,119 New
CAAS
1674
Capital Asset Advisory Services
Michigan
$353K +$3.21K +18 +0.9%
PAM
1675
Peak Asset Management
Colorado
$352K -$3.21K -18 -0.8%
65 66
67
68 69