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Name Holding Trade Value Shares
Change 		Change in
Stake
ESBC
976
E.S. Barr & Co
Kentucky
$270K – – –
AWM
977
Avior Wealth Management
Nebraska
$265K +$111K +900 +98%
GIP
978
Granite Investment Partners
California
$264K – – –
I
979
INVST
Indiana
$264K +$225K +1,830 New
GFS
980
GYL Financial Synergies
Connecticut
$263K -$2.46K -20 -1%
OWA
981
Octavia Wealth Advisors
Ohio
$263K +$222K +1,800 New
TW
982
Transform Wealth
Colorado
$263K +$222K +1,800 New
HGWM
983
Horst & Graben Wealth Management
Oregon
$262K +$221K +1,790 New
SIC
984
Sigma Investment Counselors
Michigan
$262K +$221K +1,790 New
FMTC
985
Farmers & Merchants Trust Company
California
$261K +$221K +1,790 New
MW
986
Marcum Wealth
Ohio
$260K -$550K -4,460 -71%
HCM
987
Howland Capital Management
Massachusetts
$259K +$218K +1,770 New
ODG
988
O'Dell Group
Ohio
$259K +$218K +1,770 New
PC
989
Pecaut & Co
Iowa
$257K -$91.2K -740 -30%
CCG
990
Chatham Capital Group
Georgia
$251K +$212K +1,720 New
OWA
991
One Wealth Advisors
California
$251K +$212K +1,720 New
DI
992
Diligent Investors
California
$250K +$211K +1,710 New
GI
993
Gradient Investments
Minnesota
$248K – – –
MSFP
994
Mark Sheptoff Financial Planning
Connecticut
$248K – – –
ZIC
995
ZWJ Investment Counsel
Georgia
$248K +$209K +1,700 New
BFC
996
Bedel Financial Consulting
Indiana
$244K – – –
OIA
997
Optimum Investment Advisors
Illinois
$243K +$30.8K +250 +18%
APW
998
Austin Private Wealth
Texas
$243K +$205K +1,660 New
CI
999
CX Institutional
Indiana
$240K – – –
AIM
1000
Acropolis Investment Management
Missouri
$240K +$6.16K +50 +3%
38 39
40
41 42