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Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
4251
Forte Asset Management
New York
$441K – – –
RCM
4252
Ravenstone Capital Management
$441K – – –
DA
4253
Detalus Advisors
Missouri
$440K -$19.4K -26 -4%
WA
4254
WealthTrust Axiom
Pennsylvania
$440K -$70.7K -95 -14%
SFS
4255
Summit Financial Strategies
Ohio
$437K -$78.2K -105 -15%
OIC
4256
Orion Investment Company
Missouri
$437K – – –
TF
4257
Tompkins Financial
New York
$437K – – –
BST
4258
Bath Savings Trust
Maine
$437K +$744 +1 +0.2%
SCI
4259
Silver Coast Investments
United States
$436K +$40.9K +55 +10%
POIA
4260
Pin Oak Investment Advisors
Texas
$435K +$4.47K +6 +1%
PWM
4261
PBMares Wealth Management
Virginia
$435K -$2.98K -4 -0.7%
LFP
4262
Lakeshore Financial Planning
Michigan
$434K -$47.6K -64 -10%
SA
4263
SRH Advisors
Kansas
$433K – – –
OWA
4264
ORBA Wealth Advisors
Illinois
$430K +$5.21K +7 +1%
EP
4265
Essential Partners
California
$430K +$128K +172 +42%
RTC
4266
Riverview Trust Company
Washington
$429K – – –
DWS
4267
Dynamic Wealth Strategies
California
$429K +$62.5K +84 +17%
MSF
4268
Mustard Seed Financial
Arkansas
$428K – – –
SGWM
4269
Sterling Group Wealth Management
California
$428K -$15.6K -21 -3%
TM
4270
TigerOak Management
New Mexico
$428K +$43.9K +59 +11%
AWM
4271
Altus Wealth Management
Kentucky
$428K +$44.7K +60 +11%
I
4272
InceptionR
California
$427K +$433K +582 New
MWM
4273
Maltin Wealth Management
New Jersey
$427K +$433K +582 New
VFG
4274
Valley Financial Group
Pennsylvania
$426K +$13.4K +18 +3%
HKAM
4275
Horizon Kinetics Asset Management
New York
$426K -$5.21K -7 -1%
169 170
171
172 173