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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
3551
Tompkins Financial
New York
$339K -$235K -527 -43%
WFA
3552
WestHill Financial Advisors
California
$339K -$446 -1 -0.1%
AWM
3553
Altus Wealth Management
Kentucky
$339K – – –
WCWM
3554
Willow Creek Wealth Management
California
$338K -$2.23K -5 -0.7%
KIA
3555
KLR Investment Advisors
Rhode Island
$338K +$11.2K +25 +4%
HTHT
3556
Hemenway Trust Hemenway Trust
New Hampshire
$337K -$2.23K -5 -0.7%
EIA
3557
Edgemoor Investment Advisors
Maryland
$337K – – –
RP
3558
Riverwater Partners
Wisconsin
$337K -$139K -312 -31%
AWG
3559
Altus Wealth Group
Colorado
$335K -$35.7K -80 -10%
AL
3560
ACAS LLC
California
$335K +$1.78K +4 +0.6%
WWP
3561
WR Wealth Planners
Missouri
$335K +$308K +690 New
BM
3562
Belfer Management
New York
$335K +$1.34K +3 +0.4%
TPA
3563
Trivium Point Advisory
Connecticut
$333K -$73.6K -165 -19%
AWM
3564
Ameliora Wealth Management
Switzerland
$333K +$50K +112 +20%
ICM
3565
Intrepid Capital Management
Florida
$332K – – –
LIA
3566
LifePlan Investment Advisors
North Carolina
$332K +$21.9K +49 +8%
PRWA
3567
Platte River Wealth Advisors
Colorado
$331K -$130K -292 -30%
CPCP
3568
Cedar Point Capital Partners
Iowa
$331K +$31.7K +71 +12%
HPIA
3569
Hamilton Point Investment Advisors
North Carolina
$331K +$8.03K +18 +3%
SCM
3570
Stonehearth Capital Management
Massachusetts
$330K -$55.8K -125 -16%
WFPG
3571
Waller Financial Planning Group
Ohio
$329K -$4.01K -9 -1%
FNBTCON
3572
First National Bank & Trust Co of Newtown
Pennsylvania
$329K – – –
SFS
3573
Summit Financial Strategies
Ohio
$328K +$4.91K +11 +2%
LCG
3574
Lynx Capital Group
Ohio
$328K – – –
BWA
3575
Boulder Wealth Advisors
Colorado
$328K +$301K +675 New
141 142
143
144 145