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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2351
Kolinsky Wealth Management
New Jersey
$277K +$224K +5,508 New
BFIC
2352
Bedell Frazier Investment Counselling
California
$277K +$224K +5,505 New
CFO
2353
Callan Family Office
Pennsylvania
$277K +$224K +5,504 New
BGAI
2354
Bruce G. Allen Investments
Colorado
$276K +$223K +5,495 New
FAG
2355
Fortitude Advisory Group
Washington
$276K +$223K +5,491 New
BWP
2356
Barlow Wealth Partners
Kentucky
$275K +$222K +5,473 New
AFO
2357
Arrowroot Family Office
California
$275K -$10.8K -265 -5%
CBT
2358
Central Bank & Trust
Kentucky
$275K -$62K -1,527 -22%
GC
2359
Gibson Capital
Pennsylvania
$274K +$222K +5,458 New
TA
2360
TruWealth Advisors
Louisiana
$274K +$221K +5,444 New
WAM
2361
WealthTrust Asset Management
Florida
$273K +$221K +5,440 New
R
2362
Rebalance
California
$273K +$221K +5,437 New
CAL
2363
Capital Advisors Ltd
Ohio
$273K – – –
VCM
2364
Versant Capital Management
Arizona
$273K -$93.6K -2,304 -30%
AFA
2365
American Financial Advisors
Georgia
$273K +$220K +5,426 New
LWM
2366
LongView Wealth Management
Georgia
$273K +$230K +5,672 New
NFA
2367
Northwest Financial Advisors
Virginia
$272K +$220K +5,418 New
ERIM
2368
Eagle Ridge Investment Management
Connecticut
$271K -$112K -2,750 -34%
CIS
2369
Continental Investors Services
Washington
$271K +$219K +5,388 New
BIG
2370
Builder Investment Group
Georgia
$271K +$219K +5,386 New
AFG
2371
ABLE Financial Group
Arizona
$270K +$218K +5,367 New
PCMC
2372
Planning Capital Management Corporation
Pennsylvania
$269K +$218K +5,363 New
FFO
2373
Fortitude Family Office
Arizona
$269K +$217K +5,344 New
CCT
2374
Chemung Canal Trust
New York
$268K +$217K +5,330 New
NC
2375
NovaPoint Capital
Georgia
$268K +$216K +5,327 New
93 94
95
96 97