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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
4801
Cornerstone Management
Georgia
$311K -$158K -1,244 -30%
NFGCM
4802
Norman Fields Gottscho Capital Management
New York
$311K +$21.5K +170 +6%
HFA
4803
Hippocratic Financial Advisors
California
$310K -$18.6K -147 -5%
FOR
4804
Family Office Research
Maryland
$310K -$12.3K -97 -3%
DAM
4805
Diamant Asset Management
Connecticut
$309K +$105K +825 +41%
WF
4806
Warner Financial
Maryland
$308K – – –
PPA
4807
Painted Porch Advisors
California
$307K -$38.7K -305 -10%
BWA
4808
BCU Wealth Advisors
Illinois
$307K – – –
FW
4809
FullCircle Wealth
Texas
$306K +$18.4K +145 +5%
SPWM
4810
Straight Path Wealth Management
Michigan
$306K +$47.3K +373 +15%
BFA
4811
Brown Financial Advisory
Alabama
$303K +$354K +2,796 New
TWA
4812
Trace Wealth Advisors
California
$303K -$5.45K -43 -2%
HWA
4813
Hillcrest Wealth Advisors
New Jersey
$301K – – –
FAC
4814
Financial Advisory Corporation
Michigan
$299K – – –
HFBOT
4815
Home Federal Bank of Tennessee
Tennessee
$298K -$63.4K -500 -15%
CWP
4816
Clark Wealth Partners
Illinois
$298K -$10K -79 -3%
RWP
4817
Ridgeline Wealth Planning
Ohio
$297K +$347K +2,740 New
FA
4818
Financial Advisors
Massachusetts
$296K -$10K -79 -3%
ECML
4819
Eagle Capital Management (Louisiana)
Louisiana
$296K +$346K +2,732 New
BIA
4820
BHK Investment Advisors
Alabama
$296K +$64.4K +508 +23%
AFA
4821
Avant Financial Advisors
Texas
$295K -$160K -1,265 -32%
MWP
4822
MYCIO Wealth Partners
Pennsylvania
$295K – – –
HFS
4823
Horizon Financial Services
North Carolina
$293K -$2.03K -16 -0.6%
BFS
4824
Bare Financial Services
Pennsylvania
$292K +$24.5K +193 +8%
OIS
4825
Okabena Investment Services
Minnesota
$291K +$340K +2,685 New
191 192
193
194 195