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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3301
CSM Advisors
Pennsylvania
$213K -$10.3K -45 -5%
FPGK
3302
Financial Partners Group (Kansas)
Kansas
$212K +$203K +887 New
IIA
3303
Integral Investment Advisors
California
$212K – – –
AF
3304
Affiance Financial
Minnesota
$212K +$204K +891 New
SWP
3305
ShoreHaven Wealth Partners
New Jersey
$212K – – –
TLFA
3306
True Link Financial Advisors
California
$211K +$204K +890 New
SAM
3307
Sycomore Asset Management
France
$211K +$54K +236 +34%
IFAM
3308
Institutional & Family Asset Management
Colorado
$211K -$2.29K -10 -1%
BHBT
3309
Burke & Herbert Bank & Trust
Virginia
$210K +$203K +886 New
KWM
3310
KFG Wealth Management
Indiana
$210K +$229 +1 +0.1%
ML
3311
Mayport LLC
Massachusetts
$209K -$16.7K -73 -8%
RIA
3312
RPG Investment Advisory
California
$209K -$49.9K -218 -20%
MSWM
3313
McGlone Suttner Wealth Management
Wisconsin
$207K +$199K +871 New
EP
3314
EPIQ Partners
Minnesota
$206K +$199K +868 New
STB
3315
S&T Bank
Pennsylvania
$206K -$52.4K -229 -21%
SIG
3316
Spinnaker Investment Group
California
$206K -$11.4K -50 -5%
CFA
3317
Capstone Financial Advisors
Illinois
$206K -$16.9K -74 -8%
MHIC
3318
Marble Harbor Investment Counsel
Massachusetts
$205K +$198K +865 New
PFA
3319
Plotkin Financial Advisors
Maryland
$205K +$198K +863 New
RIM
3320
Reliant Investment Management
Tennessee
$205K +$197K +862 New
ACM
3321
Avalon Capital Management
California
$204K +$197K +859 New
GB
3322
Goepper Burkhardt
South Carolina
$204K +$196K +857 New
PFM
3323
Phillips Financial Management
Indiana
$203K +$195K +853 New
MCM
3324
Mattern Capital Management
Colorado
$202K +$195K +852 New
GKIM
3325
GW&K Investment Management
Massachusetts
$202K +$127K +557 +189%
131 132
133
134 135