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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3326
Waterford Advisors
New York
$359K -$6.76K -25 -2%
OCM
3327
Orser Capital Management
Texas
$358K -$13.5K -50 -4%
PA
3328
Prism Advisors
California
$358K – – –
EFG
3329
Embree Financial Group
Illinois
$358K +$541 +2 +0.2%
NIA
3330
NIA Impact Advisors
California
$357K -$27K -100 -7%
PFS
3331
Prospect Financial Services
New York
$357K +$351K +1,298 New
FI
3332
Finivi Inc
Massachusetts
$356K -$236K -872 -40%
MA
3333
MBA Advisors
Pennsylvania
$355K +$8.92K +33 +3%
PIN
3334
Prudent Investors Network
California
$355K +$349K +1,290 New
EWS
3335
Evergreen Wealth Solutions
Pennsylvania
$353K -$12.2K -45 -3%
CIA
3336
Caerus Investment Advisors
Texas
$353K – – –
FCCM
3337
First City Capital Management
Georgia
$350K +$62.7K +232 +22%
GA
3338
Greenspring Advisors
Maryland
$349K +$344K +1,271 New
AIMC
3339
Alley Investment Management Company
Illinois
$349K – – –
HS
3340
Horan Securities
United States
$349K +$56K +207 +20%
SR
3341
Syntax Research
Florida
$349K +$270 +1 +0.1%
CWM
3342
C2C Wealth Management
Arizona
$348K – – –
GWM
3343
Greenwich Wealth Management
Connecticut
$347K +$270 +1 +0.1%
VI
3344
VanderPol Investments
Michigan
$347K +$10.3K +38 +3%
AWS
3345
Arkfeld Wealth Strategies
Nebraska
$346K +$270 +1 +0.1%
SICM
3346
Sustainable Insight Capital Management
New York
$346K -$27K -100 -7%
AAM
3347
Austin Asset Management
Texas
$346K +$541 +2 +0.2%
SN
3348
Sittner & Nelson
Oregon
$344K – – –
SCG
3349
Sonata Capital Group
Washington
$343K – – –
CMAI
3350
Capital Management Associates Inc
Minnesota
$343K +$541 +2 +0.2%
132 133
134
135 136