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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2376
Bluesphere Advisors
Pennsylvania
$320K +$28.4K +477 +11%
UM
2377
Ulysses Management
New York
$320K +$298K +5,000 New
LIA
2378
LBMC Investment Advisors
Tennessee
$318K +$358 +6 +0.1%
SAM
2379
Summit Asset Management
Tennessee
$317K -$5.54K -93 -2%
MCM
2380
MV Capital Management
Maryland
$315K -$830K -13,932 -74%
AC
2381
Avestar Capital
New York
$315K -$218K -3,654 -40%
BCMO
2382
Buckingham Capital Management (Ohio)
Ohio
$314K +$238 +4 +0.1%
IAP
2383
Indie Asset Partners
Indiana
$313K -$5.66K -95 -2%
SDWMA
2384
Schneider Downs Wealth Management Advisors
Pennsylvania
$311K -$35.2K -590 -11%
AIM
2385
Avity Investment Management
Connecticut
$310K -$29.8K -500 -9%
OMC
2386
Overbrook Management Corp
New York
$310K -$6.38K -107 -2%
SF
2387
Symphony Financial
Texas
$310K +$282K +4,733 New
PWAC
2388
Private Wealth Advisors (California)
California
$309K -$33.2K -557 -10%
OFS
2389
OneAscent Financial Services
Alabama
$309K +$287K +4,824 New
EWA
2390
ERTS Wealth Advisors
Michigan
$308K -$62K -1,040 -18%
BWM
2391
BigSur Wealth Management
Florida
$308K +$287K +4,808 New
RG
2392
Renaissance Group
Kentucky
$307K – – –
WOSD
2393
WFA of San Diego
California
$307K +$286K +4,799 New
OFG
2394
OmniStar Financial Group
North Carolina
$303K -$758K -12,727 -73%
ACM
2395
Academy Capital Management
Texas
$303K +$283K +4,748 New
PAI
2396
Pittenger & Anderson Inc
Nebraska
$302K +$77K +1,292 +38%
BDF
2397
Black Diamond Financial
Maryland
$301K -$5.96K -100 -2%
KWMG
2398
King Wealth Management Group
Florida
$301K -$1.25K -21 -0.4%
MPW
2399
Monterey Private Wealth
California
$300K +$358 +6 +0.1%
PL
2400
Parthenon LLC
Kentucky
$299K -$5.96K -100 -2%
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