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Name Holding Trade Value Shares
Change 		Change in
Stake
AMIM
2626
Aull & Monroe Investment Management
Alabama
$382K +$27.5K +1,000 +8%
BTW
2627
Boston Trust Walden
Massachusetts
$382K +$77K +2,800 +27%
CWM
2628
Cherrydale Wealth Management
New Jersey
$382K +$357K +12,990 New
MSA
2629
McAlister Sweet & Associates
Texas
$382K +$358K +13,000 New
MPIM
2630
McGinn Penninger Investment Management
Virginia
$382K +$358K +13,000 New
TC
2631
TAP Consulting
Missouri
$381K -$13.8K -500 -4%
BFG
2632
Barber Financial Group
Kansas
$378K -$73.5K -2,670 -17%
AWM
2633
Activest Wealth Management
Florida
$377K -$423K -15,370 -55%
GSIS
2634
Global Strategic Investment Solutions
Arizona
$377K +$353K +12,830 New
JC
2635
JB Capital
Connecticut
$377K +$16.5K +600 +5%
HC
2636
Hendley & Co
Ohio
$375K – – –
ICM
2637
Islay Capital Management
Texas
$374K -$52.3K -1,900 -13%
BCM
2638
Brookmont Capital Management
Texas
$374K +$10.7K +390 +3%
I
2639
IMPACTfolio
Colorado
$374K +$349K +12,700 New
HSWM
2640
Hubbell Strickland Wealth Management
Louisiana
$372K -$3.3K -120 -0.9%
RWP
2641
RWA Wealth Partners
Massachusetts
$372K +$348K +12,650 New
RIM
2642
Rockbridge Investment Management
New York
$371K +$91.4K +3,320 +36%
MM
2643
MQS Management
New York
$369K +$345K +12,530 New
SC
2644
SouthState Corp
Florida
$368K +$37.7K +1,370 +12%
LF
2645
Lee Financial
Texas
$367K -$52.8K -1,920 -13%
HR
2646
Hayden Royal
North Carolina
$366K -$215K -7,830 -39%
AR
2647
Apeiron RIA
Texas
$366K +$343K +12,460 New
MF
2648
Montis Financial
Massachusetts
$365K -$1.1K -40 -0.3%
F4L
2649
Fortune 45 LLC
Louisiana
$365K +$342K +12,430 New
RW
2650
RVW Wealth
California
$364K +$341K +12,390 New
104 105
106
107 108