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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2276
Objective Capital Management
Ohio
$351K -$15.2K -253 -4%
WFAG
2277
Wescott Financial Advisory Group
Pennsylvania
$351K – – –
CSPAM
2278
Cary Street Partners Asset Management
Virginia
$351K -$11.5K -192 -3%
JLBC
2279
J.L. Bainbridge & Co
Florida
$351K +$840 +14 +0.2%
PJSIMP
2280
P.J. Schmidt Investment Management (PJS)
Wisconsin
$349K +$3.3K +55 +0.9%
USB
2281
Union Savings Bank
Connecticut
$349K – – –
RPCONE
2282
Retirement Planning Company of New England
Rhode Island
$348K -$89.8K -1,498 -19%
LIG
2283
Lokken Investment Group
Delaware
$347K +$12K +200 +3%
FFA
2284
Farther Finance Advisors
California
$347K +$102K +1,697 +38%
CCM
2285
Chiron Capital Management
Florida
$347K -$600 -10 -0.2%
FIM
2286
Fernwood Investment Management
Massachusetts
$346K – – –
UF
2287
Univest Financial
Pennsylvania
$346K – – –
BIAS
2288
Beacon Investment Advisory Services
New Jersey
$344K +$3.66K +61 +1%
PCFFS
2289
Pacific Center for Financial Services
California
$344K – – –
CIC
2290
Cornercap Investment Counsel
Georgia
$342K -$2.04K -34 -0.6%
HFS
2291
Howard Financial Services
Texas
$342K +$78K +1,300 +27%
FCFC
2292
First Citizens Financial Corp
Iowa
$342K +$84K +1,400 +30%
REMPR
2293
Roof Eidam Maycock Peralta (REMP)
California
$341K – – –
EFM
2294
E Fund Management
China
$340K -$25.6K -426 -7%
OWM
2295
OneAscent Wealth Management
Alabama
$340K +$361K +6,019 New
TIM
2296
Total Investment Management
Arizona
$340K +$180 +3 +0%
FM
2297
Family Management
New York
$337K -$44.6K -744 -11%
PVH
2298
Psagot Value Holdings
Israel
$337K – – –
CYG
2299
Clean Yield Group
Vermont
$335K – – –
EIA
2300
Edgemoor Investment Advisors
Maryland
$335K -$14.7K -245 -4%
90 91
92
93 94