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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
3701
Samara Investment Management
Oregon
$252K -$568K -1,746 -71%
PP
3702
Postrock Partners
Oregon
$251K – – –
JAA
3703
Joel Adams & Associates
North Carolina
$251K – – –
CAM
3704
Claret Asset Management
Quebec, Canada
$251K -$9.11K -28 -4%
CA
3705
Cortland Associates
Missouri
$251K +$651 +2 +0.3%
COI
3706
Connable Office Inc
Michigan
$249K +$230K +707 New
HCM
3707
Highview Capital Management
Illinois
$249K +$230K +706 New
GA
3708
Gordian Advisors
Arizona
$248K – – –
BS
3709
Brighton Securities
New York
$248K +$6.83K +21 +3%
HPC
3710
Hobart Private Capital
North Carolina
$248K -$29K -89 -11%
ODIJL
3711
One Day In July LLC
Vermont
$248K -$6.18K -19 -3%
FI
3712
FWG Investments
Kentucky
$248K -$2.93K -9 -1%
ES
3713
Eagle Strategies
New York
$248K +$325 +1 +0.1%
FIC
3714
FCG Investment Company
Tennessee
$247K -$114K -351 -33%
CW
3715
Code Waechter
Florida
$247K – – –
DF
3716
Daviman Financial
Indiana
$246K -$4.55K -14 -2%
UFA
3717
Unify Financial Advisors
Florida
$246K -$8.13K -25 -3%
MCG
3718
McCollum Christoferson Group
New York
$246K – – –
BC
3719
Brio Consultants
California
$246K +$227K +698 New
CP
3720
Capital Planning
Washington
$246K -$21.1K -65 -9%
AWA
3721
A4 Wealth Advisors
North Carolina
$245K +$27.3K +84 +14%
FIA
3722
FNY Investment Advisers
New York
$245K +$226K +695 New
W
3723
WealthCollab
Washington
$245K +$1.95K +6 +0.9%
AFA
3724
Avant Financial Advisors
Texas
$245K +$22.1K +68 +11%
KWM
3725
Kiker Wealth Management
Georgia
$244K -$24.7K -76 -10%
147 148
149
150 151