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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2626
Centerpoint Advisors
Massachusetts
$281K +$151K +2,892 +115%
AAMC
2627
Asset Allocation & Management Company
Illinois
$281K +$283K +5,417 New
HWM
2628
Hemington Wealth Management
Virginia
$280K -$48.4K -927 -16%
OWA
2629
Opal Wealth Advisors
New York
$280K +$7.41K +142 +3%
CFA
2630
Compass Financial Advisors
Indiana
$280K +$281K +5,391 New
HFA
2631
High Falls Advisors
New York
$279K -$2.66K -51 -0.9%
ACM
2632
Armbruster Capital Management
New York
$279K +$281K +5,377 New
SC
2633
Saturna Capital
Washington
$279K +$281K +5,377 New
RP
2634
Rice Partnership
Hawaii
$278K -$42.5K -815 -13%
JFS
2635
JD Financial Services
Pennsylvania
$278K – – –
FMN
2636
Financial Management Network
California
$278K +$59.8K +1,146 +28%
RW
2637
REDW Wealth
New Mexico
$277K -$5.37K -103 -2%
APW
2638
Acima Private Wealth
Virginia
$277K – – –
LWMG
2639
Levy Wealth Management Group
Pennsylvania
$277K +$1.2K +23 +0.4%
BHWM
2640
Beaird Harris Wealth Management
Texas
$277K +$279K +5,339 New
SAM
2641
Smithbridge Asset Management
Pennsylvania
$276K – – –
AC
2642
Apella Capital
Connecticut
$275K -$6.89K -132 -2%
HS
2643
Horan Securities
United States
$275K +$276K +5,294 New
DHGWA
2644
Dixon Hughes Goodman Wealth Advisors
North Carolina
$275K +$277K +5,300 New
JWCA
2645
J.W. Coons Advisors
Ohio
$274K – – –
LIM
2646
Lathrop Investment Management
Arkansas
$274K +$30K +575 +12%
EE
2647
EWG Elevate
California
$274K +$60.4K +1,157 +28%
RG
2648
Retirement Group
California
$274K +$74K +1,418 +37%
WH
2649
Willner & Heller
California
$274K +$265K +5,071 New
HWA
2650
HHM Wealth Advisors
Tennessee
$273K +$34.5K +661 +14%
104 105
106
107 108