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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2876
Allied Investment Advisors
Montana
$255K +$227K +612 New
GFM
2877
GEN Financial Management
Minnesota
$254K +$226K +611 New
TBT
2878
Texas Bank & Trust
Texas
$254K +$226K +611 New
EWA
2879
Emergent Wealth Advisors
New York
$254K +$231K +622 New
EC
2880
Eaton-Cambridge
Arizona
$254K +$226K +610 New
SWTS
2881
Stonehaven Wealth & Tax Solutions
Wisconsin
$254K +$226K +610 New
PIP
2882
Peachtree Investment Partners
Florida
$254K +$226K +610 New
FF
2883
Francis Financial
$253K +$226K +609 New
FA
2884
Fountainhead AM
New Jersey
$253K +$10K +27 +5%
APW
2885
Axim Planning & Wealth
Ohio
$253K -$70.4K -190 -24%
CFFP
2886
Center for Financial Planning
Michigan
$252K -$56.3K -152 -20%
AWM
2887
Able Wealth Management
New Jersey
$252K +$224K +605 New
PCP
2888
Panoramic Capital Partners
Oregon
$251K +$224K +604 New
IWA
2889
IVC Wealth Advisors
Pennsylvania
$251K +$224K +604 New
CFG
2890
Capital Financial Group
Colorado
$251K +$224K +603 New
FI
2891
Financial Insights
Washington
$251K +$224K +603 New
SFC
2892
Strategic Financial Concepts
Texas
$250K +$223K +602 New
V
2893
Viaable
Pennsylvania
$250K +$217K +586 New
HDIM
2894
Hanson & Doremus Investment Management
Vermont
$250K – – –
HFS
2895
Hoge Financial Services
Pennsylvania
$250K +$223K +601 New
AIM
2896
Axiom Investment Management
New York
$249K +$25.2K +68 +13%
FDS
2897
First Dallas Securities
Texas
$249K -$92.7K -250 -29%
ACM
2898
Arini Captial Management
United Kingdom
$249K +$222K +600 New
IFO
2899
Independent Family Office
New York
$249K +$222K +600 New
UB
2900
Umpqua Bank
Oregon
$249K +$222K +600 New
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