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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
3276
Ironwood Financial
Arizona
$257K – – –
BFS
3277
Baskin Financial Services
Ontario, Canada
$257K +$244K +810 New
SEM
3278
Suncoast Equity Management
Florida
$257K -$301 -1 -0.1%
GIA
3279
GHP Investment Advisors
Colorado
$257K +$10.5K +35 +5%
RSF
3280
Rik Saylor Financial
Ohio
$256K – – –
MAA
3281
Mraz Amerine & Associates
California
$255K -$75.6K -251 -24%
GAB
3282
German American Bancorp
Indiana
$255K +$242K +802 New
CP
3283
Clarendon Private
Massachusetts
$254K -$30.1K -100 -11%
PIM
3284
Parker Investment Management
California
$254K -$89.5K -297 -27%
PW
3285
Pandora Wealth
Illinois
$254K -$60.3K -200 -20%
MF
3286
Montis Financial
Massachusetts
$254K -$43.7K -145 -15%
HIMC
3287
Heritage Investors Management Corp
Maryland
$254K -$18.1K -60 -7%
ARMT
3288
Amica Retiree Medical Trust
Rhode Island
$254K – – –
BC
3289
Brio Consultants
California
$253K +$240K +798 New
SMFG
3290
Sumitomo Mitsui Financial Group
Japan
$253K +$233K +772 +8,578%
W
3291
WorthPointe
California
$253K +$6.63K +22 +3%
WAS
3292
Wealth Advisory Solutions
Indiana
$253K +$240K +795 New
AAM
3293
American Asset Management
Florida
$252K +$239K +794 New
PP
3294
PrairieView Partners
Minnesota
$252K +$50.3K +167 +27%
ORC
3295
O'Rourke & Company
Massachusetts
$252K -$16.3K -54 -6%
ATWA
3296
Arbor Trust Wealth Advisors
Michigan
$252K -$63.9K -212 -21%
PAG
3297
Poinciana Advisors Group
Florida
$251K +$238K +791 New
LFGO
3298
Legacy Financial Group (Oklahoma)
Oklahoma
$251K -$44.9K -149 -16%
HAM
3299
Hickory Asset Management
Ohio
$251K – – –
VR
3300
Valued Retirements
Texas
$251K +$238K +790 New
130 131
132
133 134