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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2276
Pennsylvania Capital Management
Pennsylvania
$243K +$242K +10,624 New
PP
2277
Professional Planning
California
$243K +$242K +10,624 New
DDC
2278
DF Dent & Co
Maryland
$243K +$242K +10,629 New
BWP
2279
Baldwin Wealth Partners
Massachusetts
$242K -$33.2K -1,457 -12%
WG
2280
Watchman Group
Texas
$242K -$6.04K -265 -2%
FAM
2281
Fenimore Asset Management
New York
$241K -$48.6K -2,133 -17%
BWM
2282
Benchmark Wealth Management
Connecticut
$240K – – –
GCP
2283
Gill Capital Partners
Colorado
$240K +$8.68K +381 +4%
RCA
2284
Rowland Carmichael Advisors
Arizona
$239K -$10.4K -458 -4%
PCA
2285
Peddock Capital Advisors
Massachusetts
$239K – – –
UC
2286
Unio Capital
New Jersey
$239K – – –
OWA
2287
One Wealth Advisors
California
$238K -$29.9K -1,311 -11%
RGC
2288
Roberts, Glore & Co
Illinois
$237K -$157K -6,873 -40%
HIIFS
2289
Harel Insurance Investments & Financial Services
Israel
$236K -$79.6K -3,495 -25%
MFW
2290
Meristem Family Wealth
Minnesota
$236K -$75.8K -3,328 -24%
GLA
2291
Great Lakes Advisors
Illinois
$236K -$42K -1,844 -15%
CC
2292
Centiva Capital
New York
$236K +$235K +10,338 New
RHP
2293
Royal Harbor Partners
Texas
$235K +$2.89K +127 +1%
AIM
2294
Alhambra Investment Management
Florida
$234K -$9.04K -397 -4%
AIM
2295
Aspen Investment Management
Michigan
$234K -$3.01K -132 -1%
HA
2296
Hamel Associates
New Jersey
$233K -$1.5K -66 -0.6%
IFS
2297
Ifrah Financial Services
Arkansas
$232K -$5.4K -237 -2%
LFA
2298
Legend Financial Advisors
Pennsylvania
$231K +$231K +10,134 New
KLI
2299
Kelman-Lazarov Inc
Tennessee
$229K -$106K -4,674 -32%
MCG
2300
MACRO Consulting Group
New Jersey
$227K -$129K -5,652 -36%
90 91
92
93 94