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Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
4176
Smith & Howard Wealth Management
Georgia
$444K -$61.8K -100 -14%
RCM
4177
Ravenstone Capital Management
$443K -$23.5K -38 -6%
SA
4178
Stewardship Advisors
Pennsylvania
$443K -$23.5K -38 -6%
FAM
4179
Forte Asset Management
New York
$443K – – –
TA
4180
Teramo Advisors
Florida
$443K – – –
FLC
4181
Fifth Lane Capital
Texas
$443K +$371K +600 New
ICA
4182
Infrastructure Capital Advisors
New York
$443K +$371K +600 New
SP
4183
Sequent Planning
Nebraska
$441K +$12.4K +20 +3%
JWWM
4184
Johnson & White Wealth Management
Pennsylvania
$441K – – –
PSFG
4185
Prairie Sky Financial Group
Illinois
$441K -$213K -344 -37%
PWM
4186
PBMares Wealth Management
Virginia
$440K – – –
OIC
4187
Orion Investment Company
Missouri
$439K – – –
TF
4188
Tompkins Financial
New York
$439K – – –
BST
4189
Bath Savings Trust
Maine
$438K +$19.8K +32 +6%
WMA
4190
Wealth Management Associates
New Jersey
$435K +$27.2K +44 +8%
SA
4191
SRH Advisors
Kansas
$435K +$12.4K +20 +4%
HKAM
4192
Horizon Kinetics Asset Management
New York
$433K -$6.8K -11 -2%
FWA
4193
FOCUS Wealth Advisors
Texas
$433K – – –
RTC
4194
Riverview Trust Company
Washington
$431K -$1.27M -2,061 -78%
MLA
4195
MB, Levis & Associates
Pennsylvania
$431K – – –
MSF
4196
Mustard Seed Financial
Arkansas
$430K – – –
RIA
4197
RPG Investment Advisory
California
$430K -$72.9K -118 -17%
SW
4198
StrongBox Wealth
Missouri
$430K -$4.33K -7 -1%
OWA
4199
ORBA Wealth Advisors
Illinois
$427K -$1.47M -2,382 -80%
RMC
4200
Resources Management Corp
Connecticut
$427K +$24.7K +40 +7%
166 167
168
169 170