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Name Holding Trade Value Shares
Change 		Change in
Stake
YLHM
1276
Yelin Lapidot Holdings Management
Israel
$282K -$21.6K -105 -7%
KA
1277
KLCM Advisors
Wisconsin
$282K – – –
EA
1278
Everpar Advisors
Oklahoma
$282K +$59.6K +290 +28%
DOA
1279
D'Orazio & Associates
Virginia
$280K -$22.8K -111 -8%
OPA
1280
Old Port Advisors
Maine
$279K +$35.1K +171 +15%
FWA
1281
FSM Wealth Advisors
Ohio
$276K +$616 +3 +0.2%
RPWA
1282
Regent Peak Wealth Advisors
Georgia
$275K +$8.42K +41 +3%
TCM
1283
Tributary Capital Management
Nebraska
$274K -$6.16K -30 -2%
TWP
1284
Triad Wealth Partners
Kansas
$274K +$61.2K +298 +30%
AR
1285
Altar Rock
New York
$274K +$268K +1,303 New
DWM
1286
Destination Wealth Management
California
$273K +$64.5K +314 +32%
AL
1287
Aspiriant LLC
California
$272K -$82.2K -400 -24%
OL
1288
OneFund LLC
Florida
$270K -$15.6K -76 -5%
CIC
1289
Crawford Investment Counsel
Georgia
$268K -$2.05K -10 -0.8%
PA
1290
PFG Advisors
Arizona
$268K +$22K +107 +9%
GRR
1291
Golden Reserve Retirement
Ohio
$266K +$260K +1,266 New
GIA
1292
Gladstone Institutional Advisory
Florida
$266K +$35.5K +173 +16%
JFGIW
1293
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$265K +$72.5K +353 +39%
HBT
1294
Hills Bank & Trust
Iowa
$264K +$259K +1,259 New
BST
1295
Bath Savings Trust
Maine
$264K -$24.9K -121 -9%
HFP
1296
Holistic Financial Partners
Indiana
$264K -$1.03K -5 -0.4%
CPWA
1297
Cerro Pacific Wealth Advisors
California
$263K +$23K +112 +10%
HIM
1298
Hanlon Investment Management
New Jersey
$263K +$2.88K +14 +1%
BMCM
1299
Bryn Mawr Capital Management
Pennsylvania
$263K +$29.2K +142 +13%
RFP
1300
Root Financial Partners
California
$260K +$31.8K +155 +14%
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