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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
3851
Ameraudi Asset Management
New York
$321K +$75K +295 +33%
VFIC
3852
Valley Forge Investment Consultants
Pennsylvania
$317K +$109K +428 +58%
HWM
3853
HFR Wealth Management
New York
$317K +$297K +1,169 New
CI
3854
Chartist Inc
California
$316K – – –
NIM
3855
NXG Investment Management
Texas
$314K -$3.92M -15,420 -93%
TSA
3856
Tri-Star Advisors
Texas
$313K -$25.9K -102 -8%
T
3857
TrueFG
Texas
$313K +$1.27K +5 +0.4%
MSWMA
3858
Market Street Wealth Management Advisors
Indiana
$311K -$116K -457 -28%
TFA
3859
Tobias Financial Advisors
Florida
$310K +$19.3K +76 +7%
TFA
3860
Tranquilli Financial Advisor
New Jersey
$308K +$15.8K +62 +6%
NEGWA
3861
New England Guild Wealth Advisors
Connecticut
$308K +$34.3K +135 +13%
HG
3862
Harbor Group
New Hampshire
$307K – – –
IF
3863
Insight Folios
North Carolina
$306K +$287K +1,128 New
WC
3864
Weil Company
California
$305K +$15.5K +61 +6%
DGI
3865
Disciplined Growth Investors
Minnesota
$303K +$285K +1,120 New
FWM
3866
ForthRight Wealth Management
Georgia
$298K +$254 +1 +0.1%
NIA
3867
NIA Impact Advisors
California
$298K +$508 +2 +0.2%
CB
3868
Cooke & Bieler
Pennsylvania
$297K – – –
SFMG
3869
Sage Financial Management Group
Virginia
$297K – – –
CIAS
3870
CFS Investment Advisory Services
New Jersey
$297K +$279K +1,098 New
BFP
3871
Briaud Financial Planning
Texas
$293K -$11.4K -45 -4%
SEM
3872
Strategic Equity Management
Arizona
$291K – – –
RHJA
3873
Rice Hall James & Associates
California
$290K – – –
YMRC
3874
Yorktown Management & Research Company
Virginia
$290K – – –
LL
3875
LPWM LLC
Minnesota
$287K – – –
153 154
155
156 157