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Name Holding Trade Value Shares
Change 		Change in
Stake
PSB
4076
Piscataqua Savings Bank
New Hampshire
$565K +$103K +875 +23%
PP
4077
PrairieView Partners
Minnesota
$561K -$10.6K -90 -2%
HWA
4078
Hilltop Wealth Advisors
North Carolina
$559K -$1.06K -9 -0.2%
AFO
4079
Arrowroot Family Office
California
$558K +$29.2K +247 +6%
FIC
4080
Family Investment Center
Missouri
$556K +$201K +1,703 +59%
SAMT
4081
Select Asset Management & Trust
Pennsylvania
$555K +$308K +2,609 +133%
AAMA
4082
Advanced Asset Management Advisors
Ohio
$553K – – –
SCA
4083
Southern Capital Advisors
Tennessee
$552K -$33.7K -285 -6%
SAS
4084
SMI Advisory Services
Indiana
$550K +$14.9K +126 +3%
FG
4085
Fairman Group
Pennsylvania
$549K – – –
TWM
4086
Trevian Wealth Management
Massachusetts
$549K +$11.8K +100 +2%
BIM
4087
Barton Investment Management
Pennsylvania
$546K +$118K +1,000 +29%
FCC
4088
Flower City Capital
New York
$546K -$126K -1,066 -19%
BPWM
4089
Black Point Wealth Management
Florida
$542K -$23.6K -200 -4%
TI
4090
tru Independence
Oregon
$541K +$149K +1,264 +40%
KV
4091
Kickstand Ventures
New York
$541K +$17.7K +150 +3%
SM
4092
Sensible Money
Arizona
$540K +$4.96K +42 +1%
BAM
4093
Bayshore Asset Management
Florida
$537K -$180K -1,525 -26%
KP
4094
Kitching Partners
Pennsylvania
$534K +$520K +4,400 New
CMA
4095
Cedar Mountain Advisors
Oregon
$534K +$25.3K +214 +5%
CWM
4096
CarsonAllaria Wealth Management
Illinois
$529K +$113K +960 +28%
OFA
4097
Oak Family Advisors
Illinois
$527K -$11.8K -100 -2%
FAM
4098
Family Asset Management
South Carolina
$527K +$14.9K +126 +3%
EFA
4099
Edge Financial Advisors
Illinois
$525K +$3.54K +30 +0.7%
BF
4100
Blankinship & Foster
California
$525K -$91K -770 -15%
162 163
164
165 166