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Name Holding Trade Value Shares
Change 		Change in
Stake
BRM
2851
Boston Research & Management
Massachusetts
$327K +$422K +1,265 New
NA
2852
Nautilus Advisors
California
$327K -$7.33K -22 -2%
FFA
2853
Fairfield Financial Advisors
Massachusetts
$327K +$37K +111 +10%
ODA
2854
One Degree Advisors
California
$326K +$52.3K +157 +14%
TFA
2855
Trinity Financial Advisors
Ohio
$326K -$18K -54 -4%
TCM
2856
TD Capital Management
Tennessee
$325K +$41.7K +125 +11%
CPWA
2857
Cerro Pacific Wealth Advisors
California
$325K +$10K +30 +4%
CWA
2858
Carolina Wealth Advisors
South Carolina
$324K +$123K +369 +42%
ASG
2859
Ariston Services Group
California
$324K +$417K +1,250 New
FTC
2860
Farmers Trust Company
Ohio
$324K +$40.7K +122 +11%
ACM
2861
Academy Capital Management
Texas
$323K +$21.7K +65 +5%
BMM
2862
Berkshire Money Management
Massachusetts
$323K -$219K -657 -35%
LAS
2863
LWM Advisory Services
Florida
$323K +$57.7K +173 +17%
CAG
2864
Curtis Advisory Group
California
$323K +$20K +60 +5%
MWP
2865
Meriwether Wealth & Planning
Louisiana
$323K +$126K +377 +43%
AA
2866
Argent Advisors
Louisiana
$323K +$415K +1,245 New
WCP
2867
Wealthcare Capital Partners
Pennsylvania
$323K -$97.3K -292 -19%
QFA
2868
Quantum Financial Advisors
California
$322K -$140K -420 -25%
EFG
2869
Embree Financial Group
Illinois
$322K +$131K +392 +46%
RPCA
2870
Running Point Capital Advisors
California
$321K +$413K +1,240 New
CL
2871
CIM LLC
New York
$321K -$44.3K -133 -10%
FDS
2872
First Dallas Securities
Texas
$321K +$413K +1,240 New
WAG
2873
Wiser Advisor Group
Arizona
$321K +$8.66K +26 +2%
PFA
2874
Plotkin Financial Advisors
Maryland
$321K +$412K +1,237 New
FSWA
2875
Financial Synergies Wealth Advisors
Texas
$320K +$204K +613 +99%
113 114
115
116 117