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Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
2426
Royal Fund Management
Florida
$207K – – –
VDI
2427
Vaughan David Investments
Illinois
$207K +$199K +575 New
ETIA
2428
Epic Trust Investment Advisors
Washington
$207K +$199K +576 New
NFG
2429
Nadler Financial Group
Illinois
$207K +$199K +576 New
FA
2430
Fountainhead AM
New Jersey
$206K -$12.4K -36 -6%
FAP
2431
Financial Advisory Partners
Florida
$205K +$197K +571 New
BHBT
2432
Burke & Herbert Bank & Trust
Virginia
$204K +$196K +568 New
BWA
2433
Brave Warrior Advisors
New York
$204K +$197K +569 New
WE
2434
Wealth Effects
Massachusetts
$204K +$197K +569 New
MVA
2435
Mount Vernon Associates
Maryland
$203K -$39.8K -115 -17%
MA
2436
MONECO Advisors
Connecticut
$203K +$180K +520 New
W
2437
Wealthquest
Ohio
$201K -$6.92K -20 -3%
HFP
2438
Holistic Financial Partners
Indiana
$201K +$193K +558 New
TVAMP
2439
Tennessee Valley Asset Management Partners
Tennessee
$201K +$193K +559 New
BONH
2440
Bank of New Hampshire
New Hampshire
$201K +$194K +560 New
RHBC
2441
R.H. Bluestein & Co
Michigan
$201K +$194K +560 New
SQA
2442
Simon Quick Advisors
New Jersey
$200K -$64.3K -186 -25%
BIM
2443
Bullseye Investment Management
Ohio
$200K +$192K +556 New
VCM
2444
Versant Capital Management
Arizona
$197K – – –
GFPC
2445
Global Financial Private Client
Florida
$197K – – –
ZIG
2446
Zullo Investment Group
Pennsylvania
$196K +$188K +545 New
BHWM
2447
Beaird Harris Wealth Management
Texas
$194K +$187K +540 New
DAL
2448
Delta Accumulation LLC
California
$187K +$180K +520 New
AIM
2449
Acropolis Investment Management
Missouri
$183K +$1.73K +5 +1%
WFA
2450
West Financial Advisors
Iowa
$180K – – –
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