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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3376
Mascoma Wealth Management
New Hampshire
$227K -$96K -2,890 -36%
ODG
3377
O'Dell Group
Ohio
$226K +$178K +5,350 New
TCM
3378
Tufton Capital Management
Maryland
$226K +$178K +5,350 New
BA
3379
Ballew Advisors
Mississippi
$226K – – –
CIA
3380
Cape Investment Advisory
Georgia
$226K -$72.4K -2,180 -29%
FLI
3381
Family Legacy Inc
South Carolina
$225K +$177K +5,320 New
RDFA
3382
Ritter Daniher Financial Advisory
Ohio
$225K -$2.32K -70 -1%
GIM
3383
Goelzer Investment Management
Indiana
$225K -$84.7K -2,550 -32%
RK
3384
Rather & Kittrell
Tennessee
$225K +$176K +5,310 New
FW
3385
FirstPurpose Wealth
Utah
$225K +$176K +5,310 New
SAMC
3386
Spectrum Asset Management (California)
California
$224K +$176K +5,290 New
FCC
3387
Flower City Capital
New York
$223K +$175K +5,280 New
YWM
3388
Yoder Wealth Management
California
$223K +$175K +5,280 New
ORC
3389
O'Rourke & Company
Massachusetts
$223K +$175K +5,260 New
QL
3390
Quarry LP
New York
$223K +$134K +4,050 +335%
SWM
3391
Stockman Wealth Management
Montana
$223K +$175K +5,260 New
ACMA
3392
Arbor Capital Management (Alaska)
Alaska
$222K +$174K +5,230 New
MF
3393
Montis Financial
Massachusetts
$222K +$174K +5,240 New
LTL
3394
Lowery Thomas LLC
California
$221K +$174K +5,230 New
LJCM
3395
Lee Johnson Capital Management
Texas
$221K -$6.89M -207,630 -98%
CWM
3396
Cadence Wealth Management
Massachusetts
$221K +$174K +5,230 New
IPW
3397
Intergy Private Wealth
Colorado
$220K +$173K +5,210 New
FEM
3398
Fulcrum Equity Management
Texas
$219K +$172K +5,180 New
ACM
3399
Alamar Capital Management
California
$218K +$171K +5,160 New
BI
3400
Bramshill Investments
Florida
$217K -$36.5K -1,100 -18%
134 135
136
137 138