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Name Holding Trade Value Shares
Change 		Change in
Stake
BSAM
3501
Blue Square Asset Management
New York
$313K – – –
HKIMG
3502
Hutchens & Kramer Investment Management Group
Indiana
$313K +$109K +267 +50%
BRWM
3503
Blue Rock Wealth Management
North Carolina
$313K +$328K +804 New
BWM
3504
Baron Wealth Management
Michigan
$312K +$9.4K +23 +3%
DWA
3505
Delap Wealth Advisory
Oregon
$312K +$79.7K +195 +32%
AFO
3506
Arrowroot Family Office
California
$312K -$80.1K -196 -20%
ITFISA
3507
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$312K -$193K -472 -37%
LIA
3508
Lynx Investment Advisory
District of Columbia
$311K +$111K +272 +52%
OIC
3509
Orion Investment Company
Missouri
$311K – – –
SSF
3510
Southern Style Financial
California
$311K +$326K +799 New
BCA
3511
Bay Capital Advisors
Virginia
$310K +$326K +798 New
SWM
3512
Sculati Wealth Management
Michigan
$310K -$1.63K -4 -0.5%
KC
3513
Kinloch Capital
Virginia
$309K – – –
GP
3514
Guardian Partners
Canada
$308K +$325K +795 New
MFS
3515
Miller Financial Services
Michigan
$307K +$323K +790 New
KWAG
3516
Kiely Wealth Advisory Group
North Carolina
$307K – – –
1CP
3517
17 Capital Partners
Arizona
$307K +$5.72K +14 +2%
EPIMS
3518
Evelyn Partners Investment Management Services
$307K +$322K +789 New
SAM
3519
Seelaus Asset Management
New Jersey
$307K – – –
HP
3520
Holistic Planning
Texas
$307K +$22.1K +54 +7%
FWM
3521
FFT Wealth Management
Pennsylvania
$305K +$36K +88 +13%
PCS
3522
Private Client Services
Kentucky
$305K +$28.2K +69 +10%
BDF
3523
Black Diamond Financial
Maryland
$303K -$2.04K -5 -0.6%
HPA
3524
High Probability Advisors
New York
$303K +$817 +2 +0.3%
NCM
3525
New Capital Management
Texas
$303K – – –
139 140
141
142 143