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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
4651
Oldfather Financial Services
Nebraska
$251K +$49.1K +66 +24%
ZAM
4652
Zevin Asset Management
Massachusetts
$250K +$254K +341 New
TCM
4653
Tradewinds Capital Management
Washington
$250K +$85.6K +115 +51%
AIM
4654
AHL Investment Management
Florida
$250K -$10.4K -14 -4%
RIS
4655
Retirement Income Solutions
Michigan
$250K +$253K +340 New
AFS
4656
AFG Fiduciary Services
Massachusetts
$250K -$3.72K -5 -1%
BWA
4657
Brave Warrior Advisors
New York
$248K – – –
CIS
4658
Continental Investors Services
Washington
$248K +$45.4K +61 +22%
CCM
4659
Check Capital Management
California
$247K – – –
CWM
4660
Crowley Wealth Management
Delaware
$246K +$14.9K +20 +6%
RTL
4661
Red Tortoise LLC
Georgia
$245K – – –
BWM
4662
Base Wealth Management
Florida
$244K +$248K +333 New
GFWA
4663
Grey Fox Wealth Advisors
Delaware
$244K -$744 -1 -0.3%
DC
4664
Darrow Company
Massachusetts
$243K +$32K +43 +15%
FNWA
4665
Financial Network Wealth Advisors
Utah
$243K +$48.4K +65 +24%
CA
4666
Clune & Associates
Illinois
$242K – – –
S4W
4667
Solutions 4 Wealth
Texas
$242K – – –
PWC
4668
PYA Waltman Capital
Tennessee
$242K +$5.21K +7 +2%
BI
4669
Binnacle Investments
Iowa
$242K +$17.9K +24 +8%
BFS
4670
Burkett Financial Services
South Carolina
$242K – – –
PFG
4671
Pinnacle Financial Group
Illinois
$241K -$12.7K -17 -5%
SM
4672
Sensible Money
Arizona
$241K – – –
SWM
4673
Sterling Wealth Management
Illinois
$240K +$1.49K +2 +0.6%
QFPS
4674
Quantum Financial Planning Services
Washington
$240K +$11.9K +16 +5%
MJP
4675
Michael J. Puzo
$239K -$37.2K -50 -13%
185 186
187
188 189