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Name Holding Trade Value Shares
Change 		Change in
Stake
PK
4201
Pflug Koory
Nebraska
$226K -$18.1K -250 -9%
LFA
4202
LGT Financial Advisors
Texas
$223K +$167K +2,300 +1,353%
GIM
4203
Gold Investment Management
Alberta, Canada
$223K +$5.8K +80 +3%
RWIA
4204
Roger Wittlin Investment Advisory
California
$223K +$179K +2,470 New
PGF
4205
Plan Group Financial
Oklahoma
$222K +$178K +2,460 New
DMBA
4206
Deseret Mutual Benefit Administrators
Utah
$221K -$42K -580 -19%
HFBOT
4207
Home Federal Bank of Tennessee
Tennessee
$221K +$178K +2,450 New
AWM
4208
Act Wealth Management
Texas
$221K +$177K +2,440 New
SPL
4209
Smart Portfolios LLC
Washington
$220K +$177K +2,440 New
HA
4210
Hamel Associates
New Jersey
$220K +$176K +2,430 New
WCWM
4211
Willow Creek Wealth Management
California
$220K +$176K +2,430 New
PWM
4212
Penobscot Wealth Management
Maine
$219K +$175K +2,420 New
HWA
4213
Hilltop Wealth Advisors
North Carolina
$219K +$175K +2,420 New
SIAS
4214
Summit Investment Advisory Services
Minnesota
$219K +$175K +2,420 New
RWA
4215
Redmont Wealth Advisors
Illinois
$218K +$175K +2,410 New
WC
4216
Wynn Capital
Georgia
$215K +$173K +2,380 New
BWCS
4217
Beirne Wealth Consulting Services
Connecticut
$214K -$934K -12,880 -84%
SCA
4218
St. Clair Advisors
Ohio
$214K -$137K -1,890 -44%
KAM
4219
Kraft Asset Management
Tennessee
$214K +$172K +2,370 New
BHBT
4220
Burke & Herbert Bank & Trust
Virginia
$213K +$171K +2,360 New
PP
4221
Pacifica Partners
Canada
$213K – – –
HAI
4222
Hennessy Advisors Inc
California
$212K +$170K +2,350 New
M
4223
MYeCFO
California
$212K +$170K +2,350 New
OF
4224
Outfitter Financial
Maine
$212K +$170K +2,350 New
EWG
4225
Executive Wealth Group
Washington
$212K +$181K +2,500 New
167 168
169
170 171