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Name Holding Trade Value Shares
Change 		Change in
Stake
MF
5276
Meridian Financial
Massachusetts
$224K +$209K +1,199 New
MWP
5277
Moller Wealth Partners
$223K +$209K +1,197 New
SFG
5278
Socha Financial Group
New York
$222K -$34.9K -200 -14%
LAM
5279
Lakewood Asset Management
Illinois
$222K +$207K +1,190 New
FAM
5280
Forte Asset Management
New York
$221K +$206K +1,182 New
MWM
5281
McMill Wealth Management
Nebraska
$221K +$206K +1,182 New
F8IS
5282
Figure 8 Investment Strategies
Idaho
$219K +$205K +1,175 New
AAM
5283
American Asset Management
Florida
$219K +$205K +1,174 New
AWMNY
5284
Arcadia Wealth Management (New York)
New York
$214K +$199K +1,144 New
CIM
5285
Confluence Investment Management
Missouri
$213K +$199K +1,139 New
NA
5286
Note Advisors
New York
$209K +$195K +1,118 New
BWA
5287
Babb Wealth Advisors
Arizona
$208K +$194K +1,115 New
1CM
5288
1492 Capital Management
Wisconsin
$207K +$193K +1,107 New
PWC
5289
PYA Waltman Capital
Tennessee
$207K +$193K +1,107 New
AA
5290
ArborFi Advisors
Michigan
$206K +$193K +1,106 New
GF
5291
Gimbal Financial
Indiana
$206K +$192K +1,102 New
CFG
5292
CMC Financial Group
Georgia
$205K +$192K +1,100 New
ACM
5293
Ardent Capital Management
Ohio
$205K +$192K +1,100 New
RBC
5294
Roble Belko & Company
Pennsylvania
$205K -$264K -1,515 -58%
BS
5295
Brighton Securities
New York
$203K -$87.2K -500 -31%
IA
5296
IFS Advisors
Kansas
$203K -$872 -5 -0.5%
KC
5297
Kinloch Capital
Virginia
$202K +$188K +1,081 New
PCM
5298
Palouse Capital Management
Washington
$200K – – –
OBWP
5299
O'Brien Wealth Partners
Massachusetts
$198K +$4.36K +25 +2%
1IA
5300
1620 Investment Advisors
Massachusetts
$194K -$2.09K -12 -1%
210 211
212
213 214