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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
3076
Menlo Advisors
California
$269K +$4.95K +13 +2%
HI
3077
Humankind Investments
New York
$267K -$27K -71 -10%
FG
3078
Foster Group
Iowa
$267K -$24.4K -64 -9%
AA
3079
Alesco Advisors
New York
$267K -$3.81K -10 -2%
RAM
3080
Riggs Asset Management
Pennsylvania
$267K – – –
CSIA
3081
Charles Schwab Investment Advisory
California
$266K +$10.7K +28 +5%
OPWM
3082
Oxinas Partners Wealth Management
Indiana
$264K +$242K +635 New
AIM
3083
AMI Investment Management
Indiana
$263K -$16K -42 -6%
WFA
3084
Wipfli Financial Advisors
Wisconsin
$262K +$240K +631 New
MF
3085
Meridian Financial
Massachusetts
$262K +$240K +631 New
PVH
3086
Psagot Value Holdings
Israel
$261K -$994K -2,610 -81%
KC
3087
Kinloch Capital
Virginia
$261K +$239K +628 New
P
3088
Palladiem
Pennsylvania
$260K – – –
IAA
3089
Ironsides Asset Advisors
North Carolina
$259K -$11.4K -30 -5%
SAM
3090
Smithbridge Asset Management
Pennsylvania
$257K – – –
MSWMA
3091
Market Street Wealth Management Advisors
Indiana
$256K -$38.1K -100 -14%
WW
3092
Waterfront Wealth
Kansas
$256K -$13.3K -35 -5%
HG
3093
Harbor Group
New Hampshire
$256K -$7.61K -20 -3%
IA
3094
Inspire Advisors
Idaho
$256K +$235K +616 New
LA
3095
Legacy Advisors
Pennsylvania
$255K -$4.95K -13 -2%
CWM
3096
CarsonAllaria Wealth Management
Illinois
$255K +$234K +614 New
DTC
3097
Davidson Trust Company
Washington
$255K +$234K +614 New
BAM
3098
Banta Asset Management
California
$255K +$234K +615 New
FWI
3099
Facet Wealth Inc
Maryland
$254K -$49.5K -130 -18%
PTB
3100
Pioneer Trust Bank
Oregon
$254K -$15.2K -40 -6%
122 123
124
125 126