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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
2926
Stone Run Capital
New York
$274K – – –
LSA
2927
Lion Street Advisors
Texas
$273K -$209K -687 -38%
TPW
2928
Transatlantique Private Wealth
New York
$273K – – –
RYIA
2929
Roehl & Yi Investment Advisors
Oregon
$273K +$3.83M +12,600 +1,467%
RCM
2930
Requisite Capital Management
Texas
$273K +$273K +897 New
PRI
2931
Prepared Retirement Institute
Pennsylvania
$272K -$10.7K -35 -4%
RTC
2932
Riverview Trust Company
Washington
$272K -$95K -312 -26%
GCM
2933
Graver Capital Management
Ohio
$272K – – –
JAA
2934
Joel Adams & Associates
North Carolina
$271K – – –
OAS
2935
Optivise Advisory Services
Tennessee
$271K +$34.7K +114 +15%
EFL
2936
ERn Financial LLC
Wisconsin
$271K -$3.96K -13 -1%
BBW
2937
Blue Barn Wealth
Utah
$271K +$7K +23 +3%
CTWM
2938
Cherry Tree Wealth Management
Minnesota
$271K -$54.8K -180 -17%
SIA
2939
SeaBridge Investment Advisors
New Jersey
$270K – – –
LAM
2940
Lifestyle Asset Management
Texas
$270K +$31.7K +104 +13%
DW30
2941
Drucker Wealth 3.0
New Jersey
$270K +$28K +92 +12%
EPM
2942
Elm Partners Management
Pennsylvania
$269K +$269K +885 New
AWA
2943
AGH Wealth Advisors
Kansas
$269K +$3.04K +10 +1%
FWM
2944
Fonville Wealth Management
Virginia
$269K +$269K +884 New
CMP
2945
Courage Miller Partners
Virginia
$268K – – –
WFMPM
2946
Woodley Farra Manion Portfolio Management
Indiana
$268K -$33.5K -110 -11%
CTB
2947
Country Trust Bank
Illinois
$267K +$1.52K +5 +0.6%
TFIPS
2948
Towarzystwo Funduszy Inwestycyjnych PZU SA
$267K +$38K +125 +17%
IF
2949
IRON Financial
Illinois
$267K -$824K -2,708 -76%
RWI
2950
Red Wave Investments
Pennsylvania
$266K +$609 +2 +0.2%