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Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
2276
SYM Financial Corp
Indiana
$234K -$67.5K -1,080 -24%
OAS
2277
Optivise Advisory Services
Tennessee
$234K +$216K +3,460 New
EFG
2278
Ethos Financial Group
Pennsylvania
$233K -$154K -2,470 -42%
CFO
2279
Custos Family Office
Texas
$233K -$497K -7,950 -70%
SC
2280
Summa Corp
Texas
$232K -$147K -2,360 -41%
YCG
2281
Yeomans Consulting Group
Georgia
$232K -$23.1K -370 -10%
HAIM
2282
Hunter Associates Investment Management
Pennsylvania
$232K +$9.37K +150 +5%
D
2283
Diversified
Delaware
$232K +$214K +3,430 New
MWA
2284
Monograph Wealth Advisors
California
$231K -$59.3K -950 -22%
UWPG
2285
Ullmann Wealth Partners Group
Florida
$230K +$212K +3,400 New
BST
2286
Bath Savings Trust
Maine
$229K – – –
RTC
2287
Riverview Trust Company
Washington
$229K +$28.7K +460 +16%
WGAM
2288
Wilkinson Global Asset Management
New York
$229K -$63.1K -1,010 -23%
BCA
2289
Bay Colony Advisors
Massachusetts
$229K +$2.5K +40 +1%
CAIMH
2290
Central Asset Investments & Management Holdings
Hong Kong
$228K – – –
SMWM
2291
Silvia McColl Wealth Management
California
$228K – – –
AWA
2292
Amplius Wealth Advisors
Pennsylvania
$227K – – –
DIP
2293
DT Investment Partners
Pennsylvania
$227K – – –
FM
2294
Family Management
New York
$227K -$23.1K -370 -10%
PGIM
2295
Pacific Global Investment Management
California
$227K – – –
BCP
2296
Berkeley Capital Partners
Georgia
$227K +$210K +3,360 New
SIC
2297
Sigma Investment Counselors
Michigan
$226K -$3.12K -50 -1%
VWM
2298
Vigilare Wealth Management
Arizona
$226K – – –
WFS
2299
Widmann Financial Services
Maryland
$226K – – –
BAM
2300
Bellevue Asset Management
Washington
$226K – – –
90 91
92
93 94