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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
3026
Townsend & Associates
Colorado
$506K – – –
LAM
3027
LECAP Asset Management
United Kingdom
$506K -$2.89M -7,982 -85%
SM
3028
Sweeney & Michel
California
$505K +$724 +2 +0.1%
OFP
3029
OFC Financial Planning
New Jersey
$505K – – –
RWS
3030
Resolute Wealth Strategies
Mississippi
$505K -$36.9K -102 -7%
PCM
3031
Payne Capital Management
New York
$503K – – –
RPCA
3032
Running Point Capital Advisors
California
$503K -$81.4K -225 -14%
GJWM
3033
Gilliland Jeter Wealth Management
Arkansas
$502K -$724 -2 -0.1%
TVAMP
3034
Tennessee Valley Asset Management Partners
Tennessee
$501K -$745K -2,058 -60%
FNBSF
3035
First National Bank Sioux Falls
South Dakota
$501K +$1.45K +4 +0.3%
CCA
3036
Cora Capital Advisors
New Jersey
$500K -$29.7K -82 -6%
TCM
3037
Tufton Capital Management
Maryland
$500K – – –
CASB
3038
Cape Ann Savings Bank
Massachusetts
$500K – – –
GFWA
3039
Grey Fox Wealth Advisors
Delaware
$499K +$17K +47 +4%
CAM
3040
Claret Asset Management
Quebec, Canada
$498K -$362 -1 -0.1%
MSG
3041
Main Street Group
Virginia
$498K – – –
SL
3042
Summitry LLC
California
$497K +$23.9K +66 +5%
SFS
3043
Strategic Financial Services
New York
$497K -$1.09K -3 -0.2%
AFW
3044
Avantra Family Wealth
Pennsylvania
$496K +$6.51K +18 +1%
CCIA
3045
Campbell & Co Investment Adviser
Maryland
$496K +$489K +1,352 New
RWM
3046
Revisor Wealth Management
Ohio
$496K -$3.26K -9 -0.7%
HSWM
3047
Hubbell Strickland Wealth Management
Louisiana
$495K +$5.07K +14 +1%
AF
3048
AtlasMark Financial
Texas
$495K – – –
SFS
3049
Summit Financial Strategies
Ohio
$494K +$10.5K +29 +2%
LWM
3050
Lakeridge Wealth Management
Ohio
$494K -$65.1K -180 -12%
120 121
122
123 124