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Name Holding Trade Value Shares
Change 		Change in
Stake
NAMM
2251
NorthStar Asset Management (Massachusetts)
Massachusetts
$288K +$231K +14,400 New
PAM
2252
Palisade Asset Management
Minnesota
$288K +$231K +14,400 New
VFPI
2253
Vantage Financial Partners (Illinois)
Illinois
$288K +$231K +14,400 New
AFA
2254
American Financial Advisors
Georgia
$287K +$230K +14,320 New
FHC
2255
First Horizon Corporation
Tennessee
$286K +$38.5K +2,400 +20%
GF
2256
Gries Financial
Ohio
$286K +$654K +40,800 +260%
EI
2257
Ellevest Inc
New York
$285K +$94.3K +5,880 +70%
UBV
2258
United Bank (Virginia)
Virginia
$284K +$228K +14,200 New
IP
2259
Investment Partners
Ohio
$283K +$227K +14,160 New
MHR
2260
Matthew Hamilton Rosenberg
$282K – – –
FIB
2261
First Interstate Bank
Montana
$282K +$226K +14,120 New
BAMG
2262
Brand Asset Management Group
Missouri
$281K +$225K +14,040 New
SC
2263
Samlyn Capital
New York
$280K -$573K -35,760 -72%
BMC
2264
Benin Management Corp
Connecticut
$280K +$224K +14,000 New
FA
2265
Fermata Advisors
California
$279K +$224K +13,960 New
CSIA
2266
Charles Schwab Investment Advisory
California
$278K +$222K +13,880 New
ASFA
2267
All Season Financial Advisors
Colorado
$277K +$222K +13,840 New
LCM
2268
LVM Capital Management
Michigan
$276K +$221K +13,800 New
MWP
2269
Meridian Wealth Partners
Pennsylvania
$275K +$21.8K +1,360 +11%
EBA
2270
Eagle Bay Advisors
New York
$275K +$215K +13,440 New
GCA
2271
Gradient Capital Advisors
California
$275K +$221K +13,760 New
MA
2272
Mosaic Advisors
Texas
$275K +$221K +13,760 New
MA
2273
Modus Advisors
Minnesota
$274K -$182K -11,360 -45%
SFS
2274
Strategic Financial Services
New York
$274K +$219K +13,680 New
HP
2275
HT Partners
Connecticut
$274K +$220K +13,720 New
89 90
91
92 93