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Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
2526
Yoder Wealth Management
California
$260K +$11.2K +258 +4%
HAFS
2527
Hapanowicz & Associates Financial Services
Pennsylvania
$260K +$260K +6,005 New
CM
2528
Cercano Management
Washington
$260K +$260K +6,005 New
BFA
2529
Beaumont Financial Advisors
Massachusetts
$260K -$40.4K -934 -13%
TW
2530
Traveka Wealth
California
$260K -$48.5K -1,120 -16%
BWS
2531
Broadway Wealth Solutions
Texas
$259K -$20.8K -481 -7%
LEA
2532
Legacy Edge Advisors
New York
$259K -$10.4K -240 -4%
SF
2533
Slagle Financial
Illinois
$259K -$17.8K -410 -6%
MCWS
2534
McKinley Carter Wealth Services
West Virginia
$259K +$9.92K +229 +4%
LDB
2535
Lee, Danner & Bass
Tennessee
$258K -$35K -809 -12%
PS
2536
Planned Solutions
California
$258K -$15.4K -355 -6%
DFG
2537
Demars Financial Group
Washington
$258K -$447K -10,331 -63%
CPA
2538
Capital Performance Advisors
California
$257K +$36.8K +849 +17%
MSG
2539
Main Street Group
Virginia
$256K -$58.9K -1,361 -19%
DWAM
2540
Duncan Williams Asset Management
Tennessee
$256K -$5.24K -121 -2%
WAM
2541
Winslow Asset Management
Ohio
$256K – – –
MSCM
2542
McElhenny Sheffield Capital Management
Texas
$256K -$260 -6 -0.1%
APW
2543
Aventura Private Wealth
Florida
$256K -$19.2K -443 -7%
CBOR
2544
Community Bank of Raymore
Missouri
$254K – – –
GHA
2545
Granite Harbor Advisors
Texas
$254K +$58.6K +1,354 +30%
MWA
2546
Muirfield Wealth Advisors
North Carolina
$254K +$3.85K +89 +2%
BTD
2547
BankPlus Trust Department
Mississippi
$253K -$7.45K -172 -3%
FDDB
2548
Fidelity D&D Bancorp
Pennsylvania
$253K -$26K -600 -9%
OAS
2549
Optivise Advisory Services
Tennessee
$253K +$26.5K +611 +12%
HWM
2550
Hohimer Wealth Management
Washington
$253K -$2.17K -50 -0.8%
100 101
102
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