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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
4776
Capital Planning
Washington
$284K – – –
JF
4777
Joule Financial
Kentucky
$284K -$180K -269 -39%
AFM
4778
Armstrong Fleming & Moore
District of Columbia
$283K -$668 -1 -0.2%
BCM
4779
Bannerstone Capital Management
Minnesota
$283K +$286K +428 New
COFSG
4780
Carbahal Olsen Financial Services Group
California
$283K +$3.34K +5 +1%
AOWM
4781
Alpha Omega Wealth Management
Virginia
$282K – – –
EF
4782
Exeter Financial
Arizona
$282K – – –
MTC
4783
McDaniel Terry & Co
Texas
$281K -$584K -874 -67%
FFWA
4784
Forthright Family Wealth Advisory
Texas
$281K -$38.1K -57 -12%
BMA
4785
Brooks Moore & Associates
Tennessee
$281K +$284K +426 New
CAAM
4786
Cornerstone Advisors Asset Management
Pennsylvania
$281K +$284K +426 New
PWM
4787
Penobscot Wealth Management
Maine
$281K – – –
SMCM
4788
Sky-Mountain Capital Management
Idaho
$280K +$64.1K +96 +30%
LHWM
4789
Lake Hills Wealth Management
Texas
$279K -$563K -843 -67%
BWA
4790
Boulder Wealth Advisors
Colorado
$279K +$282K +423 New
DSA
4791
Droms Strauss Advisors
Missouri
$279K +$48.7K +73 +21%
NBWM
4792
North Berkeley Wealth Management
California
$279K +$10K +15 +4%
LRWA
4793
Long Run Wealth Advisors
New York
$278K -$7.34K -11 -3%
PAM
4794
Palisade Asset Management
Minnesota
$278K +$43.4K +65 +18%
OL
4795
Owen LaRue
Kentucky
$277K +$3.34K +5 +1%
GSF
4796
Grove Street Fiduciary
New Hampshire
$277K – – –
EP
4797
Essential Planning
New Hampshire
$276K – – –
SSW
4798
Stone Summit Wealth
Florida
$276K +$279K +418 New
NA
4799
Note Advisors
New York
$276K -$18K -27 -6%
HWA
4800
Heritage Wealth Architects
Minnesota
$275K +$278K +417 New
190 191
192
193 194