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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3076
Seldon Capital
California
$344K – – –
WRM
3077
Weybosset Research & Management
Rhode Island
$343K – – –
V
3078
VeraBank
Texas
$343K – – –
PAM
3079
Paradigm Asset Management
New York
$343K – – –
PPW
3080
Presilium Private Wealth
Pennsylvania
$338K – – –
SIC
3081
Schwartz Investment Counsel
Michigan
$338K – – –
BFG
3082
Bouchey Financial Group
New York
$337K +$10.8K +45 +3%
LL
3083
LWMG LLC
Minnesota
$337K +$27.4K +114 +8%
LWM
3084
LJI Wealth Management
Indiana
$337K +$60.1K +250 +21%
MFWP
3085
Mosaic Family Wealth Partners
Missouri
$337K – – –
DIA
3086
Dean Investment Associates
Ohio
$336K -$1.44K -6 -0.4%
HWA
3087
HHM Wealth Advisors
Tennessee
$335K – – –
CFFP
3088
Center for Financial Planning
Michigan
$335K +$2.64K +11 +0.8%
HNWAG
3089
High Net Worth Advisory Group
Florida
$335K +$48.1K +200 +16%
AAM
3090
Austin Asset Management
Texas
$334K +$6.97K +29 +2%
HI
3091
Humankind Investments
New York
$333K -$10.1K -42 -3%
WW
3092
Westshore Wealth
California
$332K +$6.25K +26 +2%
LFGH
3093
Lee Financial Group Hawaii
Hawaii
$332K -$20.9K -87 -6%
SHWM
3094
Smith & Howard Wealth Management
Georgia
$330K – – –
CCMI
3095
Creative Capital Management Investments
California
$328K – – –
EWA
3096
ERTS Wealth Advisors
Michigan
$325K -$15.1K -63 -4%
DCM
3097
Dimension Capital Management
Florida
$325K -$259K -1,078 -43%
IA
3098
Inspire Advisors
Idaho
$325K +$57.4K +239 +20%
CA
3099
Crumly & Associates
Illinois
$324K -$29.3K -122 -8%
MWC
3100
MBM Wealth Consultants
Missouri
$323K -$68.3K -284 -17%
122 123
124
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