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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
2951
American Asset Management
Florida
$280K – – –
WFA
2952
West Financial Advisors
Iowa
$280K – – –
BBA
2953
Braun-Bostich & Associates
Pennsylvania
$280K -$84.4K -342 -26%
AFO
2954
Arrowroot Family Office
California
$279K -$11.6K -47 -5%
LFA
2955
Landmark Financial Advisors
Kentucky
$278K -$11.6K -47 -5%
BSAM
2956
Blue Square Asset Management
New York
$278K +$239K +970 New
TFM
2957
TFC Financial Management
Massachusetts
$278K +$5.67K +23 +2%
IFA
2958
Index Fund Advisors
California
$278K -$14.3K -58 -6%
AFG
2959
Allegheny Financial Group
Pennsylvania
$278K +$239K +967 New
LWMG
2960
Levy Wealth Management Group
Pennsylvania
$277K +$1.23K +5 +0.5%
CWA
2961
CM Wealth Advisors
Ohio
$277K +$210K +851 New
CW
2962
Channel Wealth
California
$277K +$238K +964 New
SRC
2963
Shufro Rose & Co
New York
$277K – – –
TI
2964
tru Independence
Oregon
$276K +$237K +961 New
SFG
2965
Steward Financial Group
Texas
$275K +$53.3K +216 +29%
JF
2966
Joule Financial
Kentucky
$274K -$26.2K -106 -10%
EMFAT
2967
Emerald Mutual Fund Advisers Trust
Pennsylvania
$273K +$235K +951 New
AIM
2968
Alhambra Investment Management
Florida
$270K -$6.17K -25 -3%
MPM
2969
MBB Public Markets
Illinois
$270K +$232K +940 New
MWM
2970
Mattern Wealth Management
Kansas
$269K -$4.93K -20 -2%
PWS
2971
Peterson Wealth Services
Utah
$269K +$232K +939 New
SHWM
2972
Smith & Howard Wealth Management
Georgia
$268K -$11.4K -46 -5%
JCM
2973
Janney Capital Management
Pennsylvania
$267K -$44.2K -179 -16%
WWC
2974
Waypoint Wealth Counsel
Georgia
$267K +$229K +930 New
GA
2975
Greenspring Advisors
Maryland
$267K -$170K -687 -43%
117 118
119
120 121