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Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
1526
Edge Financial Advisors
Illinois
$249K +$247K +1,630 New
FM
1527
Family Management
New York
$248K -$17.4K -115 -7%
SFS
1528
Sharp Financial Services
Pennsylvania
$248K – – –
WAS
1529
Wealth Advisory Solutions
Indiana
$248K +$246K +1,625 New
PP
1530
Pegasus Partners
Wisconsin
$242K -$18.9K -125 -7%
ACM
1531
Armbruster Capital Management
New York
$242K – – –
RSWM
1532
Robertson Stephens Wealth Management
California
$242K +$24.2K +160 +11%
AFT
1533
Alpha Family Trust
California
$240K – – –
FCM
1534
Fourpath Capital Management
Oklahoma
$237K +$236K +1,555 New
CAM
1535
Claret Asset Management
Quebec, Canada
$237K -$15.2K -100 -6%
S
1536
Sunpointe
Missouri
$236K +$6.06K +40 +3%
KA
1537
Kercheville Advisors
Texas
$236K +$235K +1,550 New
CRI
1538
Colonial River Investments
Virginia
$236K +$758 +5 +0.3%
HCM
1539
Hengehold Capital Management
Ohio
$236K +$3.03K +20 +1%
IIA
1540
Integral Investment Advisors
California
$234K +$3.79K +25 +2%
ANTB
1541
AMG National Trust Bank
Colorado
$233K -$25.8K -170 -10%
BFA
1542
Benedict Financial Advisors
Georgia
$233K – – –
CPIA
1543
Cornell Pochily Investment Advisors
New York
$233K +$3.79K +25 +2%
JWBC
1544
John W. Brooker & Co
California
$232K – – –
SWA
1545
SFMG Wealth Advisors
Texas
$230K -$1.51K -10 -0.7%
PAM
1546
Palisade Asset Management
Minnesota
$229K – – –
LWA
1547
Lantern Wealth Advisors
New York
$229K +$7.58K +50 +3%
PWM
1548
Power Wealth Management
Georgia
$227K -$12.9K -85 -5%
SA
1549
Strategic Advocates
Utah
$227K -$267K -1,765 -54%
DA
1550
DSC Advisors
Illinois
$227K +$226K +1,490 New
60 61
62
63 64