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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1676
Augustine Asset Management
Florida
$369K -$480K -5,028 -53%
CSA
1677
Cottage Street Advisors
Massachusetts
$368K -$81.9K -858 -16%
CAW
1678
Cornerstone Advisors (Washington)
Washington
$368K -$15.8K -165 -4%
CWM
1679
Catamount Wealth Management
Connecticut
$366K -$269K -2,820 -39%
WAP
1680
Wealthcare Advisory Partners
Pennsylvania
$366K -$112K -1,177 -21%
SICM
1681
Sustainable Insight Capital Management
New York
$366K +$237K +2,483 +131%
SCI
1682
Stableford Capital II
Arizona
$364K +$10.1K +106 +2%
EFEM
1683
Eos Focused Equity Management
New York
$363K -$1.69M -17,687 -80%
CBT
1684
Central Bank & Trust
Kentucky
$363K -$42.4K -444 -9%
KJWM
1685
Kiley Juergens Wealth Management
Washington
$362K +$414K +4,334 New
WCA
1686
Westover Capital Advisors
Delaware
$361K -$28.3K -296 -6%
LA
1687
LexAurum Advisors
Kansas
$361K +$384K +4,018 New
MWM
1688
Mascoma Wealth Management
New Hampshire
$360K -$233K -2,445 -34%
WWM
1689
Willingdon Wealth Management
North Carolina
$360K -$198K -2,078 -33%
WIA
1690
Westbourne Investment Advisors
Maryland
$357K -$1.03M -10,743 -72%
EI
1691
EDMP Inc
Florida
$356K -$25.3K -265 -6%
FM
1692
Foster & Motley
Ohio
$354K -$59.4K -622 -13%
SIAS
1693
Shine Investment Advisory Services
Colorado
$353K -$10.3K -108 -2%
FWP
1694
FAS Wealth Partners
Kansas
$352K +$14.8K +155 +4%
RCS
1695
Retirement Capital Strategies
California
$351K – – –
PCM
1696
Pointe Capital Management
Michigan
$351K +$17.5K +183 +5%
SIA
1697
Starfire Investment Advisers
Michigan
$351K +$143K +1,498 +56%
SAM
1698
Silphium Asset Management
United Kingdom
$349K +$398K +4,173 New
BWM
1699
BigSur Wealth Management
Florida
$348K -$154K -1,617 -28%
KLI
1700
Kelman-Lazarov Inc
Tennessee
$348K -$142K -1,484 -26%
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68
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