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Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
2901
Smallwood Wealth Investment Management
New Jersey
$618K -$46.1K -1,030 -7%
HFS
2902
Heritage Financial Services
Massachusetts
$618K +$65.9K +1,470 +12%
EWP
2903
Engrave Wealth Partners
Texas
$617K +$341K +7,610 +116%
NCM
2904
Noesis Capital Mangement
Florida
$614K – – –
KBFS
2905
Kohmann Bosshard Financial Services
Ohio
$614K +$21.5K +480 +4%
HKAM
2906
Horizon Kinetics Asset Management
New York
$613K -$4.48K -100 -0.7%
WWM
2907
Windsor Wealth Management
Indiana
$613K -$94.5K -2,110 -13%
OWA
2908
One Wealth Advisors
California
$613K +$6.72K +150 +1%
SWA
2909
Strata Wealth Advisors
Texas
$612K +$630K +14,070 New
CWM
2910
Campbell Wealth Management
Virginia
$612K +$246K +5,480 +64%
KFA
2911
Kapstone Financial Advisors
Ohio
$611K -$13.9K -310 -2%
TFA
2912
Trinity Financial Advisors
Ohio
$609K -$448K -9,990 -42%
IAM
2913
Impala Asset Management
Florida
$609K +$627K +14,000 New
SFG
2914
Sterling Financial Group
California
$605K -$17.9K -400 -3%
DFC
2915
DBK Financial Counsel
Ohio
$605K +$342K +7,640 +122%
VW
2916
Vance Wealth
California
$604K -$22.4K -500 -3%
TFA
2917
Transamerica Financial Advisors
Florida
$600K -$659K -14,710 -52%
WIS
2918
Wright Investors Service
Connecticut
$599K -$767K -17,110 -55%
RTC
2919
Riverview Trust Company
Washington
$599K – – –
HHAA
2920
Henry H. Armstrong Associates
Pennsylvania
$598K +$67.2K +1,500 +12%
KL
2921
KilterHowling LLC
Colorado
$596K -$6.27K -140 -1%
APGDR
2922
Absoluto Partners Gestao de Recursos
Brazil
$593K +$611K +13,630 New
LFG
2923
Lazard Frères Gestion
France
$592K -$2.24K -50 -0.4%
AA
2924
Addison Advisors
Vermont
$591K +$38.5K +860 +7%
JFG
2925
JDM Financial Group
Texas
$590K – – –
115 116
117
118 119