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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
4076
Athena Investment Management
California
$566K – – –
LWMT
4077
Legacy Wealth Management (Tennessee)
Tennessee
$566K +$550K +4,658 New
QCM
4078
Qsemble Capital Management
New York
$565K -$1.33M -11,243 -71%
PSB
4079
Piscataqua Savings Bank
New Hampshire
$565K +$103K +875 +23%
PP
4080
PrairieView Partners
Minnesota
$561K -$10.6K -90 -2%
HWA
4081
Hilltop Wealth Advisors
North Carolina
$559K -$1.06K -9 -0.2%
AFO
4082
Arrowroot Family Office
California
$558K +$29.2K +247 +6%
FIC
4083
Family Investment Center
Missouri
$556K +$201K +1,703 +59%
SAMT
4084
Select Asset Management & Trust
Pennsylvania
$555K +$308K +2,609 +133%
AAMA
4085
Advanced Asset Management Advisors
Ohio
$553K – – –
SCA
4086
Southern Capital Advisors
Tennessee
$552K -$33.7K -285 -6%
SAS
4087
SMI Advisory Services
Indiana
$550K +$14.9K +126 +3%
FG
4088
Fairman Group
Pennsylvania
$549K – – –
TWM
4089
Trevian Wealth Management
Massachusetts
$549K +$11.8K +100 +2%
BIM
4090
Barton Investment Management
Pennsylvania
$546K +$118K +1,000 +29%
FCC
4091
Flower City Capital
New York
$546K -$126K -1,066 -19%
BPWM
4092
Black Point Wealth Management
Florida
$542K -$23.6K -200 -4%
TI
4093
tru Independence
Oregon
$541K +$149K +1,264 +40%
KV
4094
Kickstand Ventures
New York
$541K +$17.7K +150 +3%
SM
4095
Sensible Money
Arizona
$540K +$4.96K +42 +1%
BAM
4096
Bayshore Asset Management
Florida
$537K -$180K -1,525 -26%
KP
4097
Kitching Partners
Pennsylvania
$534K +$520K +4,400 New
CMA
4098
Cedar Mountain Advisors
Oregon
$534K +$25.3K +214 +5%
WFA
4099
Woodward Financial Advisors
North Carolina
$531K – – –
CWM
4100
CarsonAllaria Wealth Management
Illinois
$529K +$113K +960 +28%
162 163
164
165 166