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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2576
Act Wealth Management
Texas
$464K +$203 +1 +0%
HTHT
2577
Hemenway Trust Hemenway Trust
New Hampshire
$463K – – –
TWP
2578
Tower Wealth Partners
Pennsylvania
$462K +$6.11K +30 +1%
SWIM
2579
Smallwood Wealth Investment Management
New Jersey
$462K +$23.6K +116 +5%
IWA
2580
Intercontinental Wealth Advisors
Texas
$462K +$33K +162 +7%
LI
2581
LVZ Inc
Michigan
$460K +$88.1K +433 +20%
TCM
2582
Tandem Capital Management
New Jersey
$459K +$15.3K +75 +3%
ZIG
2583
Zuckerman Investment Group
Illinois
$459K +$69.8K +343 +15%
AP
2584
Adero Partners
California
$458K +$72.2K +355 +17%
DCM
2585
Dimension Capital Management
Florida
$457K – – –
DSN
2586
D. Scott Neal
Kentucky
$457K – – –
ARG
2587
Advisory Resource Group
Oklahoma
$456K +$10.2K +50 +2%
SDWMA
2588
Schneider Downs Wealth Management Advisors
Pennsylvania
$454K -$259K -1,275 -33%
FL
2589
Fort LP
Maryland
$453K -$318K -1,563 -38%
WAM
2590
Winslow Asset Management
Ohio
$453K – – –
AFA
2591
Arlington Financial Advisors
California
$452K – – –
CNFG
2592
Creegan & Nassoura Financial Group
New Hampshire
$451K +$5.49K +27 +1%
NG
2593
Northstar Group
New York
$450K -$6.51K -32 -1%
PA
2594
Probity Advisors
Texas
$449K -$82K -403 -14%
PC
2595
Permit Capital
Pennsylvania
$449K – – –
FCA
2596
FLC Capital Advisors
California
$449K +$21.4K +105 +4%
AT
2597
Arvest Trust
Oklahoma
$447K +$8.34K +41 +2%
OFS
2598
OneAscent Financial Services
Alabama
$447K +$512K +2,518 New
UL
2599
Unionview LLC
Washington
$446K – – –
OHIS
2600
Oak Harvest Investment Services
Texas
$446K +$176K +864 +53%
102 103
104
105 106