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Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1601
KMG Fiduciary Partners
Ohio
$228K +$18.4K +283 +9%
FCA
1602
FLC Capital Advisors
California
$228K -$130 -2 -0.1%
MHC
1603
May Hill Capital
Massachusetts
$228K +$233K +3,572 New
PFM
1604
Patton Fund Management
Texas
$227K -$26.5K -406 -10%
TC
1605
Trilogy Capital
California
$227K +$232K +3,563 New
APW
1606
Axim Planning & Wealth
Ohio
$226K +$232K +3,552 New
CAM
1607
Claret Asset Management
Quebec, Canada
$226K +$3.71K +57 +2%
PJSIMP
1608
P.J. Schmidt Investment Management (PJS)
Wisconsin
$225K -$91.3K -1,400 -28%
PSP
1609
Pacific Sage Partners
Washington
$225K -$3.46K -53 -1%
DWA
1610
Delap Wealth Advisory
Oregon
$225K – – –
CWM
1611
Connecticut Wealth Management
Connecticut
$225K -$31.1K -477 -12%
T
1612
TrustBank
Illinois
$225K +$230K +3,528 New
AWMM
1613
Aegis Wealth Management (Maryland)
Maryland
$225K -$13.4K -206 -6%
DFA
1614
DHJJ Financial Advisors
Illinois
$224K – – –
GHAM
1615
Gilman Hill Asset Management
Connecticut
$223K – – –
IIL
1616
Income Insurance Ltd
$223K +$228K +3,496 New
BOH
1617
Bank of Hawaii
Hawaii
$223K +$228K +3,495 New
SC
1618
Stephenson & Company
California
$222K +$227K +3,482 New
MCA
1619
McGuire Capital Advisors
Oklahoma
$222K +$227K +3,478 New
CFP
1620
Cascade Financial Partners
California
$221K -$8.8K -135 -4%
OL
1621
OneFund LLC
Florida
$221K +$12.1K +185 +6%
JWM
1622
Jeppson Wealth Management
California
$220K +$15.6K +239 +7%
FCB
1623
First County Bank
Connecticut
$220K -$6.52K -100 -3%
CFP
1624
Catalyst Financial Partners
Massachusetts
$219K -$16.8K -258 -7%
ACM
1625
Arcataur Capital Management
Wisconsin
$219K +$4.56K +70 +2%
63 64
65
66 67