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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
3126
Burr Financial Services
California
$251K – – –
TWM
3127
TSA Wealth Management
Texas
$251K +$5.49K +11 +2%
IW
3128
Instrumental Wealth
Florida
$251K -$7.48K -15 -3%
ACM
3129
Absolute Capital Management
Pennsylvania
$250K -$39.4K -79 -14%
CCT
3130
Chemung Canal Trust
New York
$250K – – –
MHC
3131
Meyer Handelman Company
New York
$250K – – –
EA
3132
Ellsworth Advisors
Ohio
$250K -$2.99K -6 -1%
CFC
3133
Coyle Financial Counsel
Illinois
$250K +$242K +486 New
HIF
3134
Hill Island Financial
Michigan
$250K -$56.8K -114 -19%
LIA
3135
LifePlan Investment Advisors
North Carolina
$250K +$17.9K +36 +8%
GMA
3136
Glassy Mountain Advisors
Maryland
$249K -$23.4K -47 -9%
CICI
3137
Capital Investment Counsel Inc
North Carolina
$249K -$4.99K -10 -2%
PP
3138
Postrock Partners
Oregon
$249K – – –
PCP
3139
Panoramic Capital Partners
Oregon
$247K -$117K -235 -33%
CASB
3140
Cape Ann Savings Bank
Massachusetts
$247K – – –
FZCM
3141
Flynn Zito Capital Management
New York
$247K – – –
FWP
3142
Flatrock Wealth Partners
California
$246K -$57.3K -115 -19%
BWM
3143
Braeburn Wealth Management
Michigan
$246K -$13K -26 -5%
AT
3144
Arlington Trust
Alabama
$246K -$2.49K -5 -1%
TAM
3145
TCP Asset Management
Ohio
$246K +$1.5K +3 +0.6%
PPC
3146
Park Place Capital
Alabama
$245K -$40.9K -82 -15%
DBFM
3147
Dickmeyer Boyce Financial Management
Indiana
$245K +$237K +476 New
WWM
3148
Wiser Wealth Management
Georgia
$244K +$12K +24 +5%
TNB
3149
Thomasville National Bank
Georgia
$244K +$237K +476 New
WPA
3150
West Paces Advisors
Georgia
$244K +$2.49K +5 +1%
124 125
126
127 128