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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1526
Northside Capital Management
Oregon
$249K – – –
EFA
1527
Edge Financial Advisors
Illinois
$249K +$247K +1,630 New
FM
1528
Family Management
New York
$248K -$17.4K -115 -7%
SFS
1529
Sharp Financial Services
Pennsylvania
$248K – – –
WAS
1530
Wealth Advisory Solutions
Indiana
$248K +$246K +1,625 New
PP
1531
Pegasus Partners
Wisconsin
$242K -$18.9K -125 -7%
ACM
1532
Armbruster Capital Management
New York
$242K – – –
RSWM
1533
Robertson Stephens Wealth Management
California
$242K +$24.2K +160 +11%
AFT
1534
Alpha Family Trust
California
$240K – – –
FCM
1535
Fourpath Capital Management
Oklahoma
$237K +$236K +1,555 New
CAM
1536
Claret Asset Management
Quebec, Canada
$237K -$15.2K -100 -6%
S
1537
Sunpointe
Missouri
$236K +$6.06K +40 +3%
KA
1538
Kercheville Advisors
Texas
$236K +$235K +1,550 New
CRI
1539
Colonial River Investments
Virginia
$236K +$758 +5 +0.3%
HCM
1540
Hengehold Capital Management
Ohio
$236K +$3.03K +20 +1%
IIA
1541
Integral Investment Advisors
California
$234K +$3.79K +25 +2%
ANTB
1542
AMG National Trust Bank
Colorado
$233K -$25.8K -170 -10%
BFA
1543
Benedict Financial Advisors
Georgia
$233K – – –
CPIA
1544
Cornell Pochily Investment Advisors
New York
$233K +$3.79K +25 +2%
JWBC
1545
John W. Brooker & Co
California
$232K – – –
SWA
1546
SFMG Wealth Advisors
Texas
$230K -$1.51K -10 -0.7%
PAM
1547
Palisade Asset Management
Minnesota
$229K – – –
LWA
1548
Lantern Wealth Advisors
New York
$229K +$7.58K +50 +3%
PWM
1549
Power Wealth Management
Georgia
$227K -$12.9K -85 -5%
SA
1550
Strategic Advocates
Utah
$227K -$267K -1,765 -54%
60 61
62
63 64