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Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
2676
Walkner Condon Financial Advisors
Wisconsin
$273K +$16K +58 +7%
FA
2677
Fermata Advisors
California
$272K +$245K +888 New
HFA
2678
High Falls Advisors
New York
$270K – – –
ML
2679
McAdam LLC
Pennsylvania
$270K +$1.1K +4 +0.5%
MWM
2680
Mascoma Wealth Management
New Hampshire
$270K +$11K +40 +5%
GCMG
2681
Gyroscope Capital Management Group
Florida
$269K – – –
MF
2682
Montis Financial
Massachusetts
$269K +$9.37K +34 +4%
AWS
2683
AJ Wealth Strategies
New York
$268K – – –
AC
2684
Addison Capital
Pennsylvania
$268K +$5.79K +21 +2%
IF
2685
IRON Financial
Illinois
$267K -$55.7K -202 -19%
LWP
2686
Legacy Wealth Planning
Nevada
$267K – – –
AAM
2687
Augustine Asset Management
Florida
$266K – – –
JFG
2688
JMG Financial Group
Illinois
$266K – – –
CTB
2689
Country Trust Bank
Illinois
$266K +$4.41K +16 +2%
CPIA
2690
Cornell Pochily Investment Advisors
New York
$265K -$60.1K -218 -20%
CFAM
2691
Center For Asset Management
Florida
$265K -$4.96K -18 -2%
C1AG
2692
Client 1st Advisory Group
Florida
$265K +$1.1K +4 +0.5%
KBFS
2693
Kohmann Bosshard Financial Services
Ohio
$264K +$827 +3 +0.3%
SWM
2694
Soundmark Wealth Management
Washington
$262K – – –
NA
2695
Nottingham Advisors
New York
$260K -$25.6K -93 -10%
CVM
2696
Cheviot Value Management
California
$260K +$235K +852 New
HIM
2697
Hanlon Investment Management
New Jersey
$259K -$485K -1,758 -67%
WJA
2698
Willis Johnson & Associates
Texas
$259K -$23.2K -84 -9%
JGUA
2699
John G. Ullman & Associates
New York
$259K -$13.8K -50 -6%
GKIM
2700
GW&K Investment Management
Massachusetts
$259K – – –
106 107
108
109 110