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Name Holding Trade Value Shares
Change 		Change in
Stake
BFIC
3076
Bedell Frazier Investment Counselling
California
$275K +$13.8K +25 +5%
RW
3077
Regimen Wealth
Georgia
$275K +$553 +1 +0.2%
PSCM
3078
Per Stirling Capital Management
Texas
$275K – – –
NAMP
3079
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$275K – – –
OA
3080
Operose Advisors
Wisconsin
$275K – – –
WAM
3081
Wallington Asset Management
Indiana
$275K +$11.1K +20 +4%
RFW
3082
Rainier Family Wealth
Washington
$275K +$34.3K +62 +15%
HPIA
3083
Hamilton Point Investment Advisors
North Carolina
$274K -$2.77K -5 -1%
BIG
3084
Builder Investment Group
Georgia
$273K -$5.53K -10 -2%
GSIS
3085
Global Strategic Investment Solutions
Arizona
$273K +$553 +1 +0.2%
KAS
3086
KPP Advisory Services
Kentucky
$273K +$16.6K +30 +7%
GF
3087
GGM Financials
Ohio
$272K – – –
RC
3088
Rovin Capital
Arizona
$272K +$4.42K +8 +2%
SSW
3089
Smith Shellnut Wilson
Mississippi
$272K -$4.42K -8 -2%
PP
3090
Postrock Partners
Oregon
$272K – – –
AR
3091
Apeiron RIA
Texas
$272K -$13.3K -24 -5%
HWA
3092
Heartwood Wealth Advisors
Virginia
$271K -$7.19K -13 -3%
PWM
3093
Power Wealth Management
Georgia
$271K +$267K +483 New
LFS
3094
Legacy Financial Strategies
Kansas
$271K +$1.11K +2 +0.4%
RYIA
3095
Roehl & Yi Investment Advisors
Oregon
$270K -$11.1K -20 -4%
MPM
3096
MBB Public Markets
Illinois
$270K -$60.3K -109 -18%
PFA
3097
Pathway Financial Advisers
Indiana
$270K – – –
FZCM
3098
Flynn Zito Capital Management
New York
$270K – – –
BA
3099
BIP Alliance
Georgia
$270K +$2.77K +5 +1%
BONH
3100
Bank of New Hampshire
New Hampshire
$270K +$11.1K +20 +4%
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