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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2301
Berkshire Asset Management
Pennsylvania
$274K +$18.3K +53 +7%
BIP
2302
Blueprint Investment Partners
North Carolina
$272K -$250K -724 -49%
MCM
2303
Monument Capital Management
Virginia
$271K +$30.8K +89 +13%
CWM
2304
Chicago Wealth Management
Illinois
$269K – – –
CCA
2305
Covey Capital Advisors
Georgia
$269K – – –
T2I
2306
Turim 21 Investimentos
Brazil
$268K -$2.08M -6,008 -89%
JWA
2307
JFS Wealth Advisors
Pennsylvania
$268K -$50.8K -147 -16%
ATC
2308
Adirondack Trust Company
New York
$268K +$9.68K +28 +4%
OPWM
2309
Oxinas Partners Wealth Management
Indiana
$268K +$258K +745 New
FFC
2310
First Financial Corp
Indiana
$266K – – –
CWAG
2311
Compton Wealth Advisory Group
Virginia
$265K +$346 +1 +0.1%
CSB
2312
City State Bank
Iowa
$265K +$255K +737 New
VFM
2313
Vivid Financial Management
California
$263K -$184K -532 -42%
BDF
2314
Black Diamond Financial
Maryland
$262K +$48.4K +140 +24%
SAF
2315
Smith Anglin Financial
Texas
$261K -$32.5K -94 -11%
CFG
2316
Cooper Financial Group
California
$260K -$66.1K -191 -21%
RPCA
2317
Running Point Capital Advisors
California
$260K +$39.4K +114 +19%
CA
2318
Callahan Advisors
Texas
$259K – – –
SWM
2319
Selective Wealth Management
Virginia
$259K – – –
FWM
2320
FFT Wealth Management
Pennsylvania
$259K +$249K +721 New
TA
2321
Trellis Advisors
Washington
$258K -$10.4K -30 -4%
KA
2322
KLCM Advisors
Wisconsin
$257K -$159K -460 -39%
SCM
2323
Southport Capital Management
Tennessee
$257K -$118K -340 -32%
HG
2324
Harbor Group
New Hampshire
$257K – – –
KFI
2325
Key Financial Inc
Pennsylvania
$257K – – –
91 92
93
94 95