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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
4376
Stewardship Advisors
Pennsylvania
$261K +$213K +2,110 New
OPPS
4377
Obsidian Personal Planning Solutions
Maryland
$260K +$213K +2,105 New
CIAS
4378
CBIZ Investment Advisory Services
Ohio
$259K +$89K +880 +72%
HSA
4379
Hussman Strategic Advisors
Maryland
$259K -$1.91M -18,900 -90%
GA
4380
Gordian Advisors
Arizona
$259K -$276K -2,731 -57%
MIM
4381
Meridiem Investment Management
United Kingdom
$259K -$91K -900 -30%
ADBIC
4382
A.D. Beadell Investment Counsel
Wisconsin
$259K +$213K +2,102 New
PCMK
4383
Paragon Capital Management (Kansas)
Kansas
$259K +$212K +2,095 New
IAMOG
4384
Investors Asset Management of Georgia
Georgia
$258K +$211K +2,090 New
BHWM
4385
Bay Harbor Wealth Management
Maryland
$258K -$12.2K -121 -5%
LWM
4386
Luminvest Wealth Management
Arizona
$257K -$1.44M -14,210 -86%
EWM
4387
Echo Wealth Management
Minnesota
$257K +$210K +2,081 New
HFO
4388
Heritage Family Offices
Arizona
$257K +$210K +2,080 New
HWMA
4389
Heritage Wealth Management (Arizona)
Arizona
$257K +$210K +2,080 New
CWMGP
4390
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$256K +$210K +2,075 New
TCOK
4391
Trust Company of Kansas
Kansas
$256K +$210K +2,076 New
DMBA
4392
Deseret Mutual Benefit Administrators
Utah
$255K -$38.7K -383 -16%
SG
4393
Strid Group
Pennsylvania
$255K +$107K +1,060 +106%
SWM
4394
Sculati Wealth Management
Michigan
$254K +$208K +2,060 New
BC
4395
Bowman & Company
Wisconsin
$253K -$110K -1,089 -35%
SPA
4396
Sherbrooke Park Advisers
New York
$253K -$973K -9,624 -82%
TA
4397
Tectonic Advisors
Texas
$252K +$206K +2,040 New
CBT
4398
CoreFirst Bank & Trust
Kansas
$251K – – –
BBNB
4399
Baker Boyer National Bank
Washington
$251K +$205K +2,030 New
BWM
4400
Buska Wealth Management
Wisconsin
$251K +$205K +2,029 New
174 175
176
177 178