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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
4651
AHL Investment Management
Florida
$250K -$10.4K -14 -4%
RIS
4652
Retirement Income Solutions
Michigan
$250K +$253K +340 New
AFS
4653
AFG Fiduciary Services
Massachusetts
$250K -$3.72K -5 -1%
BWA
4654
Brave Warrior Advisors
New York
$248K – – –
CIS
4655
Continental Investors Services
Washington
$248K +$45.4K +61 +22%
CCM
4656
Check Capital Management
California
$247K – – –
CWM
4657
Crowley Wealth Management
Delaware
$246K +$14.9K +20 +6%
RTL
4658
Red Tortoise LLC
Georgia
$245K – – –
BWM
4659
Base Wealth Management
Florida
$244K +$248K +333 New
GFWA
4660
Grey Fox Wealth Advisors
Delaware
$244K -$744 -1 -0.3%
DC
4661
Darrow Company
Massachusetts
$243K +$32K +43 +15%
FNWA
4662
Financial Network Wealth Advisors
Utah
$243K +$48.4K +65 +24%
CA
4663
Clune & Associates
Illinois
$242K – – –
S4W
4664
Solutions 4 Wealth
Texas
$242K – – –
PWC
4665
PYA Waltman Capital
Tennessee
$242K +$5.21K +7 +2%
BI
4666
Binnacle Investments
Iowa
$242K +$17.9K +24 +8%
BFS
4667
Burkett Financial Services
South Carolina
$242K – – –
PFG
4668
Pinnacle Financial Group
Illinois
$241K -$12.7K -17 -5%
SM
4669
Sensible Money
Arizona
$241K – – –
SWM
4670
Sterling Wealth Management
Illinois
$240K +$1.49K +2 +0.6%
QFPS
4671
Quantum Financial Planning Services
Washington
$240K +$11.9K +16 +5%
MJP
4672
Michael J. Puzo
$239K -$37.2K -50 -13%
MKC
4673
M. Kraus & Co
Vermont
$239K +$9.68K +13 +4%
CAS
4674
CTC Alternative Strategies
Illinois
$238K +$241K +324 New
WDA
4675
Wendell David Associates
New Hampshire
$237K – – –
185 186
187
188 189