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Name Holding Trade Value Shares
Change 		Change in
Stake
T
3876
TrueFG
Texas
$271K – – –
JPLA
3877
Joseph P. Lucia & Associates
New York
$270K +$16.2K +70 +7%
AAM
3878
Arabesque Asset Management
United Kingdom
$270K +$265K +1,144 New
AWM
3879
Altus Wealth Management
Kentucky
$268K – – –
BFP
3880
Briaud Financial Planning
Texas
$266K +$46.4K +200 +22%
WFA
3881
Websterrogers Financial Advisors
South Carolina
$265K – – –
BC
3882
Barnett & Company
Tennessee
$261K – – –
CFS
3883
Cannon Financial Strategists
Georgia
$260K -$1.39K -6 -0.5%
SFMG
3884
Sage Financial Management Group
Virginia
$259K -$13.5K -58 -5%
CB
3885
Cooke & Bieler
Pennsylvania
$259K – – –
FWM
3886
ForthRight Wealth Management
Georgia
$259K +$232 +1 +0.1%
NIA
3887
NIA Impact Advisors
California
$259K +$464 +2 +0.2%
MM
3888
Meridian Management
Arkansas
$257K -$4.64K -20 -2%
AIS
3889
American Investment Services
Massachusetts
$257K – – –
SEM
3890
Strategic Equity Management
Arizona
$254K +$10.7K +46 +4%
RHJA
3891
Rice Hall James & Associates
California
$253K -$76.3K -329 -24%
TFA
3892
Tranquilli Financial Advisor
New Jersey
$253K +$249K +1,075 New
RWA
3893
RGT Wealth Advisors
Texas
$252K -$576K -2,484 -70%
YMRC
3894
Yorktown Management & Research Company
Virginia
$252K -$223K -960 -47%
AC
3895
AlphaCore Capital
California
$252K -$48.7K -210 -16%
TFA
3896
Tobias Financial Advisors
Florida
$252K -$16.5K -71 -6%
LL
3897
LPWM LLC
Minnesota
$251K -$11.6K -50 -5%
WC
3898
Weil Company
California
$251K +$232 +1 +0.1%
AOG
3899
Alpha Omega Group
Virginia
$250K -$46.4K -200 -16%
TPCM
3900
Three Peaks Capital Management
Colorado
$250K -$1.62K -7 -0.7%
154 155
156
157 158