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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2476
Sather Financial Group
Texas
$297K +$17.7K +69 +6%
SWM
2477
Selective Wealth Management
Virginia
$296K -$262K -1,020 -47%
RWA
2478
River Wealth Advisors
Pennsylvania
$295K -$8.22K -32 -3%
AMBIA
2479
Allen Mooney & Barnes Investment Advisors
Georgia
$295K -$30.8K -120 -9%
RWM
2480
RKL Wealth Management
Pennsylvania
$294K -$6.68K -26 -2%
WLPWM
2481
Walled Lake Planning & Wealth Management
Illinois
$293K – – –
NHFG
2482
New Harbor Financial Group
Massachusetts
$292K -$47.3K -184 -14%
BFPW
2483
BOK Financial Private Wealth
Colorado
$292K +$293K +1,140 +4,222%
RMC
2484
Resources Management Corp
Connecticut
$292K +$2.57K +10 +0.9%
HIF
2485
Hill Island Financial
Michigan
$292K – – –
TNB
2486
Thomasville National Bank
Georgia
$291K +$47.8K +186 +19%
KCM
2487
Kaye Capital Management
California
$291K – – –
TA
2488
TruWealth Advisors
Louisiana
$291K -$5.14K -20 -2%
WCWM
2489
Willow Creek Wealth Management
California
$290K -$5.19M -20,221 -95%
BFIM
2490
Beese Fulmer Investment Management
Ohio
$290K +$3.85K +15 +1%
AA
2491
AlphaQ Advisors
Florida
$290K +$7.19K +28 +2%
PCH
2492
PGIM Custom Harvest
New Jersey
$289K -$14.1K -55 -5%
APA
2493
Astoria Portfolio Advisors
New York
$289K +$4.62K +18 +1%
BAM
2494
BOS Asset Management
Illinois
$289K – – –
PFA
2495
Pathway Financial Advisors
Vermont
$287K +$295K +1,147 New
CFA
2496
Camarda Financial Advisors
Florida
$287K +$51.6K +201 +21%
BHWM
2497
Beaird Harris Wealth Management
Texas
$286K +$57K +222 +24%
DIP
2498
DT Investment Partners
Pennsylvania
$285K +$11.6K +45 +4%
FAM
2499
Flaharty Asset Management
Florida
$285K – – –
LFP
2500
Leeward Financial Partners
Washington
$285K +$8.99K +35 +3%
98 99
100
101 102