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Name Holding Trade Value Shares
Change 		Change in
Stake
FM
2501
Foster & Motley
Ohio
$587K -$48.4K -97 -8%
RFS
2502
Richardson Financial Services
Massachusetts
$587K -$665K -1,334 -54%
FFM
2503
Flagstone Financial Management
Nebraska
$586K – – –
SAM
2504
Sompo Asset Management
Japan
$586K -$29.9K -60 -5%
HVIA
2505
Hudson Valley Investment Advisors
New York
$585K -$3.99K -8 -0.7%
CMF
2506
Counterpoint Mutual Funds
California
$583K – – –
BCG
2507
Breakwater Capital Group
New Jersey
$581K – – –
WA
2508
Westfuller Advisors
New York
$581K +$20.4K +41 +4%
TC
2509
Tannin Capital
North Carolina
$581K +$564K +1,131 New
ZIG
2510
Zullo Investment Group
Pennsylvania
$580K -$2.49K -5 -0.4%
AAMG
2511
AMG Asset Management Group
Georgia
$579K +$27.4K +55 +5%
IWA
2512
Invera Wealth Advisors
Oregon
$579K +$562K +1,127 New
PNC
2513
Park National Corp
Ohio
$577K -$22.9K -46 -4%
BBNB
2514
Baker Boyer National Bank
Washington
$577K -$499 -1 -0.1%
ST
2515
Sentinel Trust
Texas
$577K -$140K -280 -20%
SCA
2516
Sandy Cove Advisors
Massachusetts
$575K +$58.3K +117 +12%
TPW
2517
Talon Private Wealth
Florida
$574K +$557K +1,117 New
SC
2518
Summa Corp
Texas
$573K -$304K -610 -35%
SWM
2519
Stronghold Wealth Management
Florida
$573K +$39.9K +80 +8%
WHC
2520
Wulff, Hansen & Co
California
$573K +$67.3K +135 +14%
SCA
2521
Strathmore Capital Advisors
North Carolina
$572K -$64.3K -129 -11%
FAN
2522
Financial Advisors Network
California
$572K +$91.2K +183 +20%
FWP
2523
Firethorn Wealth Partners
Georgia
$570K +$103K +206 +23%
TF
2524
Trek Financial
Arizona
$570K -$1.66M -3,325 -75%
FPL
2525
Fortress Private Ledger
North Carolina
$570K +$204K +410 +59%
99 100
101
102 103