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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
4276
Trinity Financial Advisors
Ohio
$507K +$20.7K +31 +4%
PJSIMP
4277
P.J. Schmidt Investment Management (PJS)
Wisconsin
$506K +$19.4K +29 +4%
SPA
4278
Sherbrooke Park Advisers
New York
$506K -$244K -365 -32%
FA
4279
Fortis Advisors
Pennsylvania
$506K -$31.4K -47 -6%
DWS
4280
Dynamic Wealth Strategies
California
$506K +$122K +183 +31%
EGWAG
4281
Elwood & Goetz Wealth Advisory Group
Georgia
$506K +$131K +196 +34%
SC
4282
Solstein Capital
California
$505K +$1.34K +2 +0.3%
TF
4283
Tenon Financial
New Jersey
$505K +$182K +272 +55%
CCM
4284
Charter Capital Management
Wisconsin
$505K – – –
FMTCOCP
4285
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$505K – – –
VFP
4286
Verus Financial Partners
Virginia
$505K -$1.34K -2 -0.3%
WFA
4287
WestHill Financial Advisors
California
$504K +$38.7K +58 +8%
PA
4288
Prossimo Advisors
California
$504K +$58.1K +87 +13%
ACM
4289
Absolute Capital Management
Pennsylvania
$504K +$59.4K +89 +13%
MS
4290
Madden Securities
Texas
$504K +$510K +763 New
TPW
4291
Turn8 Private Wealth
$504K +$510K +763 New
IW
4292
Imprint Wealth
South Carolina
$503K -$416K -623 -45%
CMF
4293
Counterpoint Mutual Funds
California
$502K +$508K +761 New
BAMG
4294
Brand Asset Management Group
Missouri
$502K +$64.8K +97 +15%
EFN
4295
Equita Financial Network
Pennsylvania
$502K +$36.1K +54 +8%
LTL
4296
Lowery Thomas LLC
California
$501K +$668 +1 +0.1%
ICM
4297
Intrepid Capital Management
Florida
$501K -$10K -15 -2%
CC
4298
Cypress Capital
Tennessee
$501K -$56.1K -84 -10%
BWM
4299
Birchcreek Wealth Management
Ohio
$501K -$44.7K -67 -8%
GCWM
4300
Graham Capital Wealth Management
District of Columbia
$501K -$2K -3 -0.4%
170 171
172
173 174