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Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
2076
Zhang Financial
Michigan
$566K +$19.7K +49 +4%
SDWIA
2077
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$565K +$8.03K +20 +1%
RFA
2078
Resurgent Financial Advisors
Georgia
$565K -$83.5K -208 -13%
EFM
2079
E Fund Management
China
$565K +$11.6K +29 +2%
BWM
2080
Baystate Wealth Management
Massachusetts
$565K +$205K +511 +56%
WCM
2081
Wedge Capital Management
North Carolina
$565K -$14.5K -36 -2%
TI
2082
Truepoint Inc
Ohio
$565K +$572K +1,426 New
AR
2083
Advisory Research
Illinois
$563K +$4.01K +10 +0.7%
AWA
2084
Amplius Wealth Advisors
Pennsylvania
$562K +$2.01K +5 +0.4%
BCM
2085
BluePath Capital Management
Georgia
$562K +$570K +1,419 New
GWM
2086
Gitterman Wealth Management
New Jersey
$560K +$19.7K +49 +4%
TFO
2087
Tarbox Family Office
California
$560K +$13.6K +34 +2%
BAM
2088
Berkshire Asset Management
Pennsylvania
$559K +$57.4K +143 +11%
ONST
2089
Old North State Trust
North Carolina
$559K +$26.9K +67 +5%
RCA
2090
Ranch Capital Advisors
Florida
$558K +$39.7K +99 +8%
NJBEST
2091
New Jersey Better Educational Savings Trust
New Jersey
$558K – – –
EFH
2092
Eaton Financial Holdings
Florida
$554K -$205K -511 -27%
CCM
2093
Crabel Capital Management
California
$553K +$560K +1,396 New
SWM
2094
Salvus Wealth Management
New Jersey
$552K +$30.5K +76 +6%
PIC
2095
Portland Investment Counsel
Ontario, Canada
$551K – – –
ETIA
2096
Epic Trust Investment Advisors
Washington
$546K -$40.1K -100 -7%
HPG
2097
Harvest Portfolios Group
Ontario, Canada
$546K -$37.7K -94 -6%
JSL
2098
JT Stratford LLC
Georgia
$546K -$37.7K -94 -6%
AWM
2099
Aries Wealth Management
Maine
$546K +$65.8K +164 +14%
BAM
2100
BOS Asset Management
Illinois
$546K – – –
82 83
84
85 86