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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1901
Plante Moran Financial Advisors
Michigan
$342K -$32.5K -1,756 -8%
AFS
1902
Axiom Financial Strategies
Indiana
$342K +$47.5K +2,570 +12%
DJYG
1903
David J. Yvars Group
Florida
$341K +$37 +2 +0%
LIA
1904
LBMC Investment Advisors
Tennessee
$341K +$148 +8 +0%
HIP
1905
HUB Investment Partners
Texas
$339K -$17.8K -961 -5%
RPWA
1906
Regent Peak Wealth Advisors
Georgia
$339K +$29.6K +1,599 +9%
BCP
1907
Blue Chip Partners
Michigan
$338K -$13.3K -719 -4%
AAM
1908
Aureus Asset Management
Massachusetts
$338K – – –
NSAM
1909
North Star Asset Management
Wisconsin
$338K +$3.68K +199 +1%
AWM
1910
Aberdeen Wealth Management
Illinois
$338K +$45.5K +2,460 +15%
CHP
1911
Cable Hill Partners
Oregon
$337K +$83.9K +4,537 +32%
MHB
1912
Midwest Heritage Bank
Iowa
$337K +$108K +5,826 +45%
LCM
1913
LVM Capital Management
Michigan
$336K -$46.9K -2,537 -12%
UAS
1914
United Asset Strategies
New York
$336K -$7.51K -406 -2%
BWA
1915
Blodgett Wealth Advisors
California
$335K -$213K -11,495 -38%
CPSAC
1916
Chas P. Smith & Associates (CPS)
Florida
$334K -$52.9K -2,859 -13%
WFA
1917
WestHill Financial Advisors
California
$334K -$36.1K -1,951 -9%
CWM
1918
Cahaba Wealth Management
Georgia
$334K -$14.3K -771 -3%
HCM
1919
Hollencrest Capital Management
California
$334K +$78K +4,217 +29%
SOAMC
1920
Spirit of America Management Corp
New York
$333K -$196K -10,592 -36%
SKK
1921
Shepherd Kaplan Krochuk
Massachusetts
$333K – – –
HI
1922
Harrington Investments
California
$332K -$777 -42 -0.2%
SCP
1923
Sandhill Capital Partners
New York
$332K – – –
KFC
1924
Klingenstein Fields & Co
New York
$331K -$9.14K -494 -3%
CSPIA
1925
Cary Street Partners Investment Advisory
Virginia
$331K +$26.1K +1,411 +8%
75 76
77
78 79