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Name Holding Trade Value Shares
Change 		Change in
Stake
AM
3676
Atwater Malick
Pennsylvania
$296K -$9.73K -210 -3%
ACM
3677
Alamar Capital Management
California
$296K +$37.5K +810 +16%
WA
3678
Waterford Advisors
New York
$295K – – –
CPA
3679
Capital Performance Advisors
California
$295K -$146K -3,150 -35%
IFAM
3680
Institutional & Family Asset Management
Colorado
$295K -$18.1K -390 -6%
SFG
3681
Sather Financial Group
Texas
$295K +$19.5K +420 +8%
RPGK
3682
Retirement Planning Group (Kansas)
Kansas
$294K +$26K +560 +10%
EMAM
3683
Encompass More Asset Management
California
$294K +$275K +5,940 New
NLP
3684
Next Level Private
New York
$294K -$30.1K -650 -10%
KV
3685
Kickstand Ventures
New York
$293K +$19.5K +420 +8%
PWM
3686
PBMares Wealth Management
Virginia
$291K +$16.7K +360 +7%
SA
3687
SRH Advisors
Kansas
$291K – – –
RDFA
3688
Ritter Daniher Financial Advisory
Ohio
$290K -$22.7K -490 -8%
CCM
3689
Chaney Capital Management
Washington
$290K +$272K +5,860 New
CSC
3690
Caldwell Sutter Capital
California
$288K +$37.5K +810 +16%
SAS
3691
Stelac Advisory Services
New York
$287K – – –
LWP
3692
LMG Wealth Partners
Louisiana
$287K +$12K +260 +5%
EBSAM
3693
Eubel Brady & Suttman Asset Management
Ohio
$287K – – –
TC
3694
Trilogy Capital
California
$287K -$2.78K -60 -1%
TFP
3695
Tilia Fiduciary Partners
North Carolina
$287K +$20.9K +450 +8%
LAM
3696
Lifestyle Asset Management
Texas
$286K +$268K +5,780 New
SSG
3697
Summit Securities Group
New York
$286K +$208K +4,480 +347%
MLRA
3698
Main Line Retirement Advisors
Montana
$286K +$269K +5,800 New
EDRIA
3699
Edmonds Duncan Registered Investment Advisors
Kansas
$285K – – –
RK
3700
Rather & Kittrell
Tennessee
$285K +$20.4K +440 +8%
146 147
148
149 150