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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1601
Fi3 Financial Advisors
Indiana
$240K +$230K +504 New
BCMLT
1602
Beacon Capital Management LLC (Tennessee)
Tennessee
$239K +$19.6K +43 +9%
TFF
1603
The Family Firm
Maryland
$239K – – –
BWA
1604
BlueSky Wealth Advisors
North Carolina
$239K -$18.3K -40 -7%
SP
1605
Stonebrook Private
Michigan
$239K +$5.47K +12 +2%
CL
1606
CIM LLC
New York
$238K – – –
EWM
1607
Evermay Wealth Management
Virginia
$238K +$97.6K +214 +75%
MF
1608
Montis Financial
Massachusetts
$238K +$228K +500 New
JE
1609
JMAC Enterprises
Pennsylvania
$238K – – –
SGK
1610
Steigerwald Gordon & Koch
Virginia
$237K – – –
FB
1611
Fulton Bank
Pennsylvania
$237K -$456 -1 -0.2%
AIA
1612
Angeles Investment Advisors
California
$237K – – –
TFP
1613
Tilia Fiduciary Partners
North Carolina
$237K +$13.7K +30 +6%
MHC
1614
Meyer Handelman Company
New York
$237K – – –
ACC
1615
Acorn Creek Capital
Colorado
$236K +$5.47K +12 +2%
GIM
1616
Gold Investment Management
Alberta, Canada
$236K – – –
CCIA
1617
Cherry Creek Investment Advisors
Colorado
$236K – – –
PCFFS
1618
Pacific Center for Financial Services
California
$236K – – –
OBWG
1619
Onyx Bridge Wealth Group
New York
$235K – – –
DA
1620
Dillon & Associates
Michigan
$234K +$224K +490 New
C
1621
CEDRUS
Colorado
$234K +$913 +2 +0.4%
SIA
1622
Soltis Investment Advisors
Utah
$232K +$222K +487 New
CWA
1623
Consilio Wealth Advisors
Washington
$232K +$222K +487 New
KA
1624
Kovack Advisors
Florida
$232K +$5.02K +11 +2%
MWA
1625
Motive Wealth Advisors
Michigan
$231K – – –
63 64
65
66 67