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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
3251
AJ Advisors
Tennessee
$354K +$44.9K +182 +15%
SICM
3252
Sustainable Insight Capital Management
New York
$354K -$49.3K -200 -13%
WFA
3253
WestHill Financial Advisors
California
$353K -$3.2K -13 -1%
GWM
3254
Greenwich Wealth Management
Connecticut
$352K -$9.86K -40 -3%
OCM
3255
Orser Capital Management
Texas
$352K – – –
MSA
3256
McAlister Sweet & Associates
Texas
$351K -$71.5K -290 -18%
KA
3257
Kercheville Advisors
Texas
$351K – – –
GJIA
3258
Glass Jacobson Investment Advisors
Maryland
$351K +$40.2K +163 +14%
SRC
3259
Shufro Rose & Co
New York
$351K – – –
HBWM
3260
Hollow Brook Wealth Management
New York
$350K – – –
NC
3261
Napatree Capital
Rhode Island
$350K +$332K +1,345 New
EWS
3262
Evergreen Wealth Solutions
Pennsylvania
$349K -$4.44K -18 -1%
AFS
3263
Annapolis Financial Services
Maryland
$349K -$4.93K -20 -1%
AIIMS
3264
Analyst IMS Investment Management Services
Israel
$349K – – –
TPWA
3265
Twin Peaks Wealth Advisors
California
$349K +$330K +1,339 New
FC
3266
Financial Council
Maryland
$347K – – –
KFC
3267
Klingenstein Fields & Co
New York
$347K – – –
FA
3268
Fortis Advisors
Pennsylvania
$346K +$9.86K +40 +3%
NJIM
3269
Nabity-Jensen Investment Management
Nebraska
$345K +$327K +1,325 New
GC
3270
Gibson Capital
Pennsylvania
$344K +$33.8K +137 +12%
AAM
3271
Austin Asset Management
Texas
$344K -$32.3K -131 -9%
TFF
3272
The Family Firm
Maryland
$343K +$493 +2 +0.2%
WWP
3273
Waypoint Wealth Partners
California
$343K +$324K +1,316 New
MWC
3274
MBM Wealth Consultants
Missouri
$341K -$28.3K -115 -8%
KFA
3275
Kelleher Financial Advisors
New York
$341K – – –
129 130
131
132 133