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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2251
Scarborough Advisors
Maryland
$208K -$836K -33,682 -79%
CM
2252
Cercano Management
Washington
$208K – – –
CWP
2253
CFM Wealth Partners
Texas
$207K -$84.8K -3,418 -25%
EAM
2254
Empirical Asset Management
Massachusetts
$207K +$7.15K +288 +3%
SIC
2255
SJS Investment Consulting
Ohio
$207K +$199 +8 +0.1%
BWM
2256
Bernicke Wealth Management
Wisconsin
$207K -$2.43K -98 -1%
CCM
2257
Compass Capital Management
Minnesota
$207K – – –
DWM
2258
Dynasty Wealth Management
Florida
$207K +$248K +9,999 New
LF
2259
Lee Financial
Texas
$207K +$248K +9,984 New
FA
2260
Fermata Advisors
California
$207K -$17.3K -697 -7%
JE
2261
Jacobs Equity
Utah
$207K -$19K -765 -7%
SCM
2262
Schnieders Capital Management
California
$206K – – –
LFS
2263
Legacy Financial Strategies
Kansas
$206K -$91.4K -3,683 -27%
TA
2264
Townsend & Associates
Colorado
$206K +$25 +1 +0%
HPBT
2265
Hickory Point Bank & Trust
Illinois
$206K -$4.34K -175 -2%
NGA
2266
Naples Global Advisors
Florida
$206K +$52.9K +2,133 +27%
BW
2267
BostonPremier Wealth
Massachusetts
$205K +$695 +28 +0.3%
BC
2268
Barrett & Company
Rhode Island
$205K -$19.1K -770 -7%
BCM
2269
Birmingham Capital Management
Alabama
$205K – – –
DIM
2270
Delta Investment Management
California
$204K +$50 +2 +0%
SCM
2271
Sage Capital Management
New Jersey
$204K +$2.16K +87 +0.9%
AIA
2272
Alternative Investment Advisors
Florida
$204K +$2.08K +84 +0.9%
BWS
2273
Buck Wealth Strategies
Colorado
$204K -$422 -17 -0.2%
EWM
2274
EPG Wealth Management
Georgia
$204K +$1.59K +64 +0.7%
PAM
2275
PCG Asset Management
New Jersey
$204K – – –
89 90
91
92 93