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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
2726
Phillips Financial Management
Indiana
$296K +$6.84K +96 +2%
FM
2727
Foster & Motley
Ohio
$296K -$84.8K -1,190 -22%
CWA
2728
Canvas Wealth Advisors
Kansas
$295K +$24.1K +338 +8%
BI
2729
BFI Infinity
Switzerland
$295K -$239K -3,356 -45%
CC
2730
Climber Capital
Switzerland
$295K -$15.2K -213 -5%
DWAM
2731
Duncan Williams Asset Management
Tennessee
$294K +$4.63K +65 +2%
OFO
2732
OneAscent Family Office
Alabama
$294K -$271K -3,806 -48%
BEAM
2733
Baker Ellis Asset Management
Washington
$294K – – –
ST
2734
Sageworth Trust
Pennsylvania
$294K -$3.21K -45 -1%
CWMG
2735
Compass Wealth Management (Georgia)
Georgia
$293K +$295K +4,141 New
KFG
2736
Kelly Financial Group
Connecticut
$293K -$69.7K -979 -19%
DC
2737
DeDora Capital
California
$292K +$1.71K +24 +0.6%
VPP
2738
Vertex Planning Partners
Illinois
$291K -$1.07K -15 -0.4%
KSWWM
2739
Keyes Stange & Wooten Wealth Management
Florida
$291K +$2K +28 +0.7%
CWM
2740
Cabot Wealth Management
Massachusetts
$291K +$214 +3 +0.1%
IA
2741
IFG Advisors
Missouri
$290K +$35.6K +500 +14%
CI
2742
Cherokee Insurance
Michigan
$290K – – –
ANB
2743
Amarillo National Bank
Texas
$290K -$14.2K -200 -5%
WAM
2744
Worth Asset Management
Texas
$290K +$292K +4,094 New
CVA
2745
Central Valley Advisors
California
$290K -$2.21K -31 -0.8%
BEW
2746
Burton Enright Welch
California
$290K +$292K +4,093 New
MAM
2747
McLean Asset Management
Virginia
$289K +$19.5K +274 +7%
CWM
2748
CarsonAllaria Wealth Management
Illinois
$288K +$641 +9 +0.2%
CAL
2749
Capital Advisors Ltd
Ohio
$288K -$9.9K -139 -3%
GSWM
2750
Golden State Wealth Management
California
$288K -$6.05K -85 -2%
108 109
110
111 112