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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
3526
Lummis Asset Management
Texas
$31.8K – – –
TC
3527
Tacita Capital
Ontario, Canada
$31.7K – – –
MWA
3528
Merkkuri Wealth Advisors
New York
$30.6K +$28.1K +319 New
BFS
3529
Bare Financial Services
Pennsylvania
$29.8K +$7.67K +87 +39%
IWS
3530
Intentional Wealth Strategies
Colorado
$29.2K +$26.8K +304 New
BSC
3531
Brown Shipley & Co
United Kingdom
$28.8K – – –
MLA
3532
MB, Levis & Associates
Pennsylvania
$28.8K – – –
DF
3533
DecisionPoint Financial
Arizona
$28.7K +$21.9K +249 +498%
PWA
3534
Principia Wealth Advisory
Texas
$28.1K +$5.82K +66 +29%
CIAS
3535
CBIZ Investment Advisory Services
Ohio
$27.9K -$74K -840 -74%
NWMP
3536
Noble Wealth Management PBC
Colorado
$27.9K +$22.9K +260 +867%
HWM
3537
HighMark Wealth Management
Minnesota
$27.9K -$6.17K -70 -19%
CWP
3538
Clark Wealth Partners
Illinois
$26K -$2.64K -30 -10%
FFC
3539
First Financial Corp
Indiana
$26K – – –
DPW
3540
DiNuzzo Private Wealth
Pennsylvania
$24.8K -$705 -8 -3%
SHIM
3541
Stone House Investment Management
Pennsylvania
$24.3K +$9.6K +109 +76%
MBFW
3542
Morton Brown Family Wealth
Pennsylvania
$24K +$4.41K +50 +25%
IA
3543
IFS Advisors
Kansas
$24K +$13.2K +150 +150%
CTB
3544
Country Trust Bank
Illinois
$23.9K +$6.96K +79 +46%
UIC
3545
Uniplan Investment Counsel
Wisconsin
$23.2K +$21.2K +241 New
CFP
3546
Comprehensive Financial Planning
Pennsylvania
$23.1K -$10.6K -120 -33%
CSC
3547
Caldwell Sutter Capital
California
$23.1K +$2.2K +25 +12%
JFA
3548
JNBA Financial Advisors
Minnesota
$23.1K +$5.29K +60 +33%
BGAI
3549
Bruce G. Allen Investments
Colorado
$22.3K +$176 +2 +0.9%
JAM
3550
JCIC Asset Management
Ontario, Canada
$22.1K -$2M -22,745 -99%
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142
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