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Name Holding Trade Value Shares
Change 		Change in
Stake
SJL
5251
Shayne & Jacobs LLC
Tennessee
$251K -$17.4K -100 -7%
PA
5252
Pineridge Advisors
Missouri
$251K -$15.5K -89 -6%
TWA
5253
Trace Wealth Advisors
California
$249K +$233K +1,334 New
TF
5254
Tenon Financial
New Jersey
$248K +$232K +1,330 New
MA
5255
MAS Advisors
Florida
$248K +$1.57K +9 +0.7%
TBNY
5256
Trustco Bank (New York)
New York
$248K +$231K +1,327 New
MAM
5257
Mullooly Asset Management
New Jersey
$247K – – –
ST
5258
Sentinel Trust
Texas
$247K -$523 -3 -0.2%
ACA
5259
Ackerman Capital Advisors
Texas
$247K – – –
HFS
5260
Hopwood Financial Services
Virginia
$247K +$3.49K +20 +2%
HWM
5261
Horizons Wealth Management
North Carolina
$246K – – –
SC
5262
Stephenson & Company
California
$246K – – –
BIM
5263
Breakwater Investment Management
Washington
$244K +$30.9K +177 +16%
AFTS
5264
American Financial & Tax Strategies
New York
$241K -$697K -4,001 -76%
DMKJ
5265
David M. Knott Jr
$239K – – –
RFP
5266
RCS Financial Planning
Maryland
$238K – – –
WFM
5267
Wolff Financial Management
Michigan
$238K – – –
PWA
5268
Principia Wealth Advisory
Texas
$236K +$21.3K +122 +11%
TCFP
5269
Treasure Coast Financial Planning
Florida
$236K +$221K +1,265 New
EU
5270
Emory University
Georgia
$236K -$325K -1,866 -60%
MWM
5271
Meritas Wealth Management
California
$236K -$16.6K -95 -7%
CI
5272
Cordant Inc
Oregon
$233K +$216K +1,240 +12,400%
CFS
5273
CGC Financial Services
Oregon
$233K – – –
BEAM
5274
Baker Ellis Asset Management
Washington
$233K +$218K +1,250 New
BFS
5275
Beacon Financial Strategies
North Carolina
$233K +$218K +1,250 New
209 210
211
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