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Name Holding Trade Value Shares
Change 		Change in
Stake
VST
3076
Van Strum & Towne
California
$264K – – –
FCIM
3077
Fairview Capital Investment Management
California
$264K – – –
PBO
3078
Peoples Bank (Ohio)
Ohio
$264K -$8.85K -112 -3%
JCFM
3079
JBR Co Financial Management
Oklahoma
$263K +$256K +3,241 New
FF
3080
Francis Financial
$263K +$37.7K +477 +17%
FC
3081
Fusion Capital
South Carolina
$263K +$1.03K +13 +0.4%
FM
3082
Foster & Motley
Ohio
$263K -$39K -494 -13%
HCM
3083
Hengehold Capital Management
Ohio
$263K -$13.6K -172 -5%
E3F
3084
Eight 31 Financial
Texas
$263K – – –
CFG
3085
Carter Financial Group
Illinois
$263K +$255K +3,223 New
CWA
3086
Cura Wealth Advisors
Illinois
$262K -$316 -4 -0.1%
JF
3087
JSF Financial
California
$262K +$2.92K +37 +1%
YP
3088
YANKCOM Partnership
South Dakota
$262K – – –
JWM
3089
JPL Wealth Management
Colorado
$262K +$23.2K +294 +10%
CIA
3090
Cascade Investment Advisors
Oregon
$262K -$7.9K -100 -3%
NBWM
3091
North Berkeley Wealth Management
California
$262K +$254K +3,218 New
SWTS
3092
Stonehaven Wealth & Tax Solutions
Wisconsin
$261K -$23.6K -299 -9%
SA
3093
SL Advisors
New Jersey
$261K -$25.3K -320 -9%
MWM
3094
Maimon Wealth Management
Israel
$261K +$6.95K +88 +3%
HF
3095
Holcombe Financial
Georgia
$260K – – –
VA
3096
Veratis Advisors
North Carolina
$260K +$253K +3,204 New
JIG
3097
Junk Investment Group
Maryland
$260K +$1.34K +17 +0.5%
EIA
3098
Eldridge Investment Advisors
New Hampshire
$260K – – –
UC
3099
Unio Capital
New Jersey
$260K – – –
DFG
3100
Dupree Financial Group
Kentucky
$260K -$1.58K -20 -0.6%
122 123
124
125 126